PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
29 hedge funds and large institutions have $54.8M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.
6% more capital invested
Capital invested by funds: $51.8M → $54.8M (+$2.99M)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
3% less funds holding
Funds holding: 30 → 29 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.29M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.26M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.03M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$538K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$1.97M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$1.27M |
| 3 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$528K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$493K |
| 5 |
CCG
Chatham Capital Group
Savannah,
Georgia
|
-$200K |
TUZ Hedge Fund Activity: Q3 2018 in Review
29 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) for Q3 2018, worth a combined $54.8M — up 5.8% from $51.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TUZ and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.
The largest buyer was Jane Street, adding an estimated $3.29M. The largest seller was Financial Gravity Asset Management, cutting an estimated $1.97M.
- 29 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q3 2018, down from 30 in Q2 2018.
- Funds reported $54.8M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q3 2018, up 5.8% quarter-over-quarter.
- 4 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q3 2018 and 5 closed out, a net change of -1 holder.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q3 2018 was Jane Street, an estimated $3.29M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q3 2018 was Financial Gravity Asset Management, an estimated $1.97M sold.
Based on aggregated 13F filings for Q3 2018.