TUZ

PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund

Delisted

TUZ was delisted on the 11th of December, 2019.

31 hedge funds and large institutions have $47M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
8
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$16.5M +$11.1M +217,158 +204%
LWA
2
Lowe Wealth Advisors
Maryland
$6.27M -$155K -3,038 -2%
Bank of America
3
Bank of America
North Carolina
$4.51M +$1.52M +29,751 +51%
Morgan Stanley
4
Morgan Stanley
New York
$2.67M -$19.5K -381 -0.7%
BSW
5
Buckingham Strategic Wealth
Missouri
$2.43M +$3.52K +69 +0.1%
EWM
6
Empirical Wealth Management
Washington
$2.05M -$217K -4,246 -10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.8M -$180K -3,530 -9%
MIS
8
Morningstar Investment Services
Illinois
$1.67M +$194K +3,789 +13%
LPL Financial
9
LPL Financial
California
$1.22M +$1.22M +23,792 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.04M +$983K +19,248 +1,731%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$992K -$1.09M -21,315 -52%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$950K -$323K -6,325 -25%
Goldman Sachs
13
Goldman Sachs
New York
$880K -$138K -2,696 -14%
FIG
14
Fusion Investment Group
Pennsylvania
$835K +$357 +7 +0%
FIM
15
Freedom Investment Management
Connecticut
$797K -$5.86M -186,728 -88%
PAG
16
Private Advisor Group
New Jersey
$766K
UBS Group
17
UBS Group
Switzerland
$614K -$384K -7,522 -38%
CCG
18
Chatham Capital Group
Georgia
$291K -$153K -3,000 -34%
FAAS
19
First Allied Advisory Services
California
$212K +$212K +4,143 New
AIG
20
American International Group
New York
$174K +$38.4K +750 +28%
MFS
21
MSI Financial Services
Massachusetts
$62K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$58K
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$47K
HCMT
24
Highland Capital Management (Tennessee)
Tennessee
$31K
HDIM
25
Hanson & Doremus Investment Management
Vermont
$30K