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PIMCO Municipal Income Opportunities Active ETF
MINO

31 hedge funds and large institutions have $59.2M invested in PIMCO Municipal Income Opportunities Active ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $47.6M → $59.2M (+$11.6M)

11% more funds holding

Funds holding: 28 → 31 (+3)

5.59% more ownership

Funds ownership: 80.66% → 86.25% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
17
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
Stratos Wealth Partners
Ohio
+$5.87M
2
Jane Street
Jane Street
New York
+$3M
3
BCI
Brinker Capital Investments
Pennsylvania
+$1.61M
4
OPS
Orion Portfolio Solutions
Nebraska
+$1.61M
5
SWM
SFG Wealth Management
Maryland
+$624K

Top Sellers

1
WIM
WealthPlan Investment Management
Nebraska
-$2.59M
2
WP
WealthPLAN Partners
Nebraska
-$857K
3
FTUS
Flow Traders U.S.
New York
-$505K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$81K
5
JP Morgan Chase
JP Morgan Chase
New York
-$68K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
WealthShield Partners
North Carolina
$144K +$144K +3,241 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$120K +$119K +2,684 New
BTI
28
Blue Trust Inc
Georgia
$63K +$63.1K +1,420 New
IA
29
IFP Advisors
Florida
$58.7K +$578 +13 +1%
PCMC
30
Private Capital Management (Colorado)
Colorado
$43.9K +$14.2K +320 +48%
Allianz Asset Management
31
Allianz Asset Management
Germany
$2.41K +$355 +8 +17%
FTUS
32
Flow Traders U.S.
New York
– -$505K -11,354 Closed
JP Morgan Chase
33
JP Morgan Chase
New York
– -$68K -1,541 Closed
UBS Group
34
UBS Group
Switzerland
– -$1.78K -40 Closed
1
2

MINO Hedge Fund Activity: Q2 2023 in Review

31 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q2 2023, worth a combined $59.2M — up 24% from $47.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MINO positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $5.87M. The largest seller was WealthPlan Investment Management, cutting an estimated $2.59M.

  • 31 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q2 2023, up from 28 in Q1 2023.
  • Funds reported $59.2M of PIMCO Municipal Income Opportunities Active ETF stock for Q2 2023, up 24% quarter-over-quarter.
  • 6 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q2 2023 was Stratos Wealth Partners, an estimated $5.87M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q2 2023 was WealthPlan Investment Management, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2023.