TUZ

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

Delisted

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

32 hedge funds and large institutions have $79.1M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
9
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
1
Freedom Investment Management
Connecticut
$40.1M -$14.1M -279,012 -26%
Wells Fargo
2
Wells Fargo
California
$6.3M -$1.16M -22,888 -16%
LWA
3
Lowe Wealth Advisors
Maryland
$5.93M -$37.2K -734 -0.6%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$4.28M +$2.01M +39,634 +88%
Bank of America
5
Bank of America
North Carolina
$3.22M +$38.5K +760 +1%
Jane Street
6
Jane Street
New York
$3.12M +$1.43M +28,304 +85%
MIS
7
Morningstar Investment Services
Illinois
$2.93M +$238K +4,704 +9%
SG Americas Securities
8
SG Americas Securities
New York
$2.53M
Morgan Stanley
9
Morgan Stanley
New York
$2.06M -$251K -4,964 -11%
FAAS
10
First Allied Advisory Services
California
$1.56M +$221K +4,372 +17%
JCM
11
Jacobi Capital Management
Pennsylvania
$1.23M -$1.11M -21,837 -47%
UBS Group
12
UBS Group
Switzerland
$969K -$180K -3,555 -16%
LPL Financial
13
LPL Financial
California
$814K +$814K +16,068 New
PAG
14
Private Advisor Group
New Jersey
$760K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$470K -$1.17M -23,060 -71%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$470K +$37.5K +740 +9%
SBL
17
Sargent Bickham Lagudis
Colorado
$326K -$199K -3,925 -38%
JFGLC
18
Johnson Financial Group LLC (Colorado)
Colorado
$326K +$326K +6,428 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$296K +$296K +5,852 New
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$280K +$41.9K +826 +18%
RI
21
Ridgewood Investments
New Jersey
$244K +$244K +4,833 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$209K +$209K +4,126 New
CCG
23
Chatham Capital Group
Georgia
$203K -$71.1K -1,400 -26%
AG
24
Advisor Group
Arizona
$129K -$2.53K -50 -2%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$123K +$203 +4 +0.2%