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PIMCO Municipal Income Opportunities Active ETF

136 hedge funds and large institutions have $341M invested in PIMCO Municipal Income Opportunities Active ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$42.3M
CPCM
2
Cardinal Point Capital Management
Ontario, Canada
$25.3M
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$24.2M
GVAG
4
Great Valley Advisor Group
Delaware
$21.4M
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$13.1M
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$10.9M
Osaic Holdings
7
Osaic Holdings
Arizona
$9.93M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.61M
NA
9
NewEdge Advisors
Louisiana
$9.23M
Truist Financial
10
Truist Financial
North Carolina
$7.83M
CSP
11
Cary Street Partners
Virginia
$7.49M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.47M
Raymond James Financial
13
Raymond James Financial
Florida
$7.02M
CWM
14
CarsonAllaria Wealth Management
Illinois
$6.98M
GM
15
GeoWealth Management
Illinois
$6.68M
AC
16
Asio Capital
Kentucky
$6.6M
BAG
17
Bridgewealth Advisory Group
California
$6.02M
SN
18
Sittner & Nelson
Oregon
$4.81M
CAM
19
Clarity Asset Management
Iowa
$4.33M
BWM
20
BCS Wealth Management
Tennessee
$3.76M
SMA
21
Seven Mile Advisory
New Jersey
$3.64M
PWM
22
Paulson Wealth Management
Illinois
$3.55M
TIM
23
Tortoise Investment Management
New York
$3.28M
VWA
24
Visionary Wealth Advisors
Illinois
$3.14M
AIA
25
AssuredPartners Investment Advisors
Florida
$3.1M