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PIMCO Municipal Income Opportunities Active ETF

102 hedge funds and large institutions have $232M invested in PIMCO Municipal Income Opportunities Active ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+12
Holders Change %
+13.33%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
38
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$21.3M 481,185 +55,202 +13%
GVAG
2
Great Valley Advisor Group
Delaware
$18.3M 414,729 +414,729 New
LPL Financial
3
LPL Financial
California
$16.9M 381,976 +19,110 +5%
WWM
4
Waterway Wealth Management
Texas
$16.6M 374,393 +95,113 +34%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$12.6M 284,748 +84,798 +42%
Truist Financial
6
Truist Financial
North Carolina
$9.14M 206,709 +42,501 +26%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.52M 192,720 +14,050 +8%
NA
8
NewEdge Advisors
Louisiana
$7.68M 173,656 +38,139 +28%
CSP
9
Cary Street Partners
Virginia
$7.06M 159,580 +159,580 New
CWM
10
CarsonAllaria Wealth Management
Illinois
$6.45M 145,888 +35,573 +32%
GM
11
GeoWealth Management
Illinois
$6.33M 143,132 +143,132 New
AC
12
Asio Capital
Kentucky
$5.89M 133,265 +133,265 New
Osaic Holdings
13
Osaic Holdings
Arizona
$5.66M 125,949 -31,919 -20%
PAG
14
Private Advisor Group
New Jersey
$5.09M 115,153 -100,913 -47%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.02M 113,448 +27,452 +32%
CAM
16
Clarity Asset Management
Iowa
$3.93M 88,807 -62,464 -41%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.78M 85,456 -17,371 -17%
PWM
18
Paulson Wealth Management
Illinois
$2.94M 66,506 -48,677 -42%
AAS
19
Avantax Advisory Services
Texas
$2.64M 59,792 -381 -0.6%
VWA
20
Visionary Wealth Advisors
Illinois
$2.52M 56,866 +337 +0.6%
BWM
21
BCS Wealth Management
Tennessee
$2.33M 52,586 -30,928 -37%
Jane Street
22
Jane Street
New York
$2.15M 48,532 -92,821 -66%
BAG
23
Bridgewealth Advisory Group
California
$2.15M 48,520 +28,369 +141%
Raymond James Financial
24
Raymond James Financial
Florida
$2.13M 48,215 +4,101 +9%
EFS
25
Econ Financial Services
Pennsylvania
$2.07M 46,867 -2,560 -5%