We are live on ! Find out more
TUZ

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

Delisted

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

Back to rankings

29 hedge funds and large institutions have $86M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

7% more capital invested

Capital invested by funds: $80.2M → $86M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9% less funds holding

Funds holding: 32 → 29 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
12
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
+$7.85M
2
Wells Fargo
Wells Fargo
California
+$4.74M
3
FAAS
First Allied Advisory Services
California
+$1.19M
4
MIS
Morningstar Investment Services
Illinois
+$636K
5
VKH
Virtu KCG Holdings
New York
+$409K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.34M
2
BSW
Buckingham Strategic Wealth
Missouri
-$2.42M
3
EWM
Empirical Wealth Management
Washington
-$671K
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$191K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$40.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1
Freedom Investment Management
Connecticut
$41.9M +$7.85M +154,073 +23%
Wells Fargo
2
Wells Fargo
California
$17.2M +$4.74M +92,923 +38%
LWA
3
Lowe Wealth Advisors
Maryland
$6.47M +$177K +3,472 +3%
Bank of America
4
Bank of America
North Carolina
$4.6M -$34.3K -672 -0.7%
SG Americas Securities
5
SG Americas Securities
New York
$2.55M – – –
MIS
6
Morningstar Investment Services
Illinois
$2.44M +$636K +12,471 +35%
Morgan Stanley
7
Morgan Stanley
New York
$2.36M +$122K +2,392 +5%
FAAS
8
First Allied Advisory Services
California
$1.53M +$1.19M +23,298 +350%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.02M +$306 +6 +0%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.01M -$36.8K -721 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$929K -$40.4K -792 -4%
PAG
12
Private Advisor Group
New Jersey
$766K – – –
UBS Group
13
UBS Group
Switzerland
$734K +$54.2K +1,064 +8%
SBL
14
Sargent Bickham Lagudis
Colorado
$529K +$528K +10,363 New
AI
15
Atria Investments
North Carolina
$436K +$31.8K +623 +8%
VKH
16
Virtu KCG Holdings
New York
$410K +$409K +8,032 New
LPL Financial
17
LPL Financial
California
$385K +$40.7K +798 +12%
CCG
18
Chatham Capital Group
Georgia
$291K – – –
AIG
19
American International Group
New York
$169K +$612 +12 +0.4%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$58K – – –
MFS
21
MSI Financial Services
Massachusetts
$48K -$25.5K -500 -35%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$47K – – –
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$39K -$191K -3,742 -83%
HDIM
24
Hanson & Doremus Investment Management
Vermont
$28K – – –
TFA
25
Transamerica Financial Advisors
Florida
$16K – – –
1
2

TUZ Hedge Fund Activity: Q1 2016 in Review

29 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) for Q1 2016, worth a combined $86M — up 7.2% from $80.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TUZ and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 12 added.

The largest buyer was Freedom Investment Management, adding an estimated $7.85M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.34M sold.

  • 29 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q1 2016, down from 32 in Q4 2015.
  • Funds reported $86M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q1 2016, up 7.2% quarter-over-quarter.
  • 3 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q1 2016 and 5 closed out, a net change of -2 holders.
  • The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q1 2016 was Freedom Investment Management, an estimated $7.85M added.
  • The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q1 2016 was Susquehanna International Group, an estimated $6.34M sold.

Based on aggregated 13F filings for Q1 2016.