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TUZ

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

Delisted

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

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26 hedge funds and large institutions have $26M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

10% less funds holding

Funds holding: 29 → 26 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

53% less capital invested

Capital invested by funds: $54.8M → $26M (-$28.8M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
9
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.67M
2
UBS Group
UBS Group
Switzerland
+$718K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$414K
4
FTI
Fiduciary Trust International
Massachusetts
+$341K
5
FAAS
First Allied Advisory Services
California
+$186K

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$25.4M
2
Jane Street
Jane Street
New York
-$4.37M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.12M
4
SG Americas Securities
SG Americas Securities
New York
-$2.48M
5
SFS
Sowell Financial Services
Arkansas
-$959K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.18M +$5.67M +113,593 +385%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$5.04M -$133K -2,666 -3%
Wells Fargo
3
Wells Fargo
California
$3.99M -$135K -2,714 -3%
Jane Street
4
Jane Street
New York
$2.77M -$4.37M -87,639 -61%
PAG
5
Private Advisor Group
New Jersey
$1.29M – – –
Morgan Stanley
6
Morgan Stanley
New York
$1.16M -$6.08K -122 -0.5%
FAAS
7
First Allied Advisory Services
California
$802K +$186K +3,735 +31%
UBS Group
8
UBS Group
Switzerland
$801K +$718K +14,386 +909%
FTI
9
Fiduciary Trust International
Massachusetts
$689K +$341K +6,828 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$426K +$153K +3,069 +56%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$424K +$6.18K +124 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$416K +$414K +8,298 New
RI
13
Ridgewood Investments
New Jersey
$256K – – –
TSS
14
Two Sigma Securities
New York
$202K -$13.8K -277 -6%
AG
15
Advisor Group
Arizona
$122K +$3.89K +78 +3%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$113K +$66.8K +1,340 +146%
JCM
17
Jacobi Capital Management
Pennsylvania
$87K +$50 +1 +0.1%
Bessemer Group
18
Bessemer Group
New Jersey
$75K +$74.8K +1,500 New
LWA
19
Lowe Wealth Advisors
Maryland
$56K – – –
US Bancorp
20
US Bancorp
Minnesota
$41K – – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$33K – – –
HDIM
22
Hanson & Doremus Investment Management
Vermont
$28K – – –
IA
23
IFP Advisors
Florida
$3K -$22K -442 -90%
FGC
24
Financial Gravity Companies
Texas
$3K +$2.99K +60 New
APA
25
American Portfolios Advisors
New York
$2.54K +$50 +1 +2%
1
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TUZ Hedge Fund Activity: Q4 2018 in Review

26 of the 4,488 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 2018, worth a combined $26M — down 53% from $54.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TUZ and 4 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 9 added.

The largest buyer was Bank of America, adding an estimated $5.67M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $25.4M sold.

  • 26 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q4 2018, down from 29 in Q3 2018.
  • Funds reported $26M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q4 2018, down 53% quarter-over-quarter.
  • 4 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q4 2018 and 6 closed out, a net change of -2 holders.
  • The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q4 2018 was Bank of America, an estimated $5.67M added.
  • The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q4 2018 was Freedom Investment Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2018.