PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
39 hedge funds and large institutions have $56.6M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
20.15% more ownership
Funds ownership: 63.21% → 83.36% (+20%)
8% more funds holding
Funds holding: 36 → 39 (+3)
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
81% less capital inflows, than outflows
Capital inflows: $4.19M | Capital outflows: $22.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Virtu Financial
New York
|
+$908K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$800K |
| 3 |
Bank of New York Mellon
New York
|
+$415K |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$297K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$40.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.39M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$5.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.92M |
| 4 |
LWA
Lowe Wealth Advisors
Columbia,
Maryland
|
-$2.04M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$858K |
TUZ Hedge Fund Activity: Q4 2017 in Review
39 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) for Q4 2017, worth a combined $56.6M — down 25% from $75.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TUZ positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 15 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $908K. The largest seller was Jane Street, exiting entirely with an estimated $7.39M sold.
- 39 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q4 2017, up from 36 in Q3 2017.
- Funds reported $56.6M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q4 2017, down 25% quarter-over-quarter.
- 7 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q4 2017 and 4 closed out, a net change of +3 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q4 2017 was Virtu Financial, an estimated $908K added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q4 2017 was Jane Street, an estimated $7.39M sold.
Based on aggregated 13F filings for Q4 2017.