PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.67M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$718K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$414K |
| 4 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
+$341K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$186K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$25.4M |
| 2 |
Jane Street
New York
|
-$4.37M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.12M |
| 4 |
SG Americas Securities
New York
|
-$2.48M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$959K |
TUZ Hedge Fund Activity: Q4 2018 in Review
26 of the 4,505 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.