We are live on ! Find out more
MINO icon

PIMCO Municipal Income Opportunities Active ETF
MINO

34 hedge funds and large institutions have $63.3M invested in PIMCO Municipal Income Opportunities Active ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 5

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

10% more funds holding

Funds holding: 31 → 34 (+3)

7% more capital invested

Capital invested by funds: $59.2M → $63.3M (+$4.06M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.38% less ownership

Funds ownership: 86.25% → 81.88% (-4.4%)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
20
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$3.72M
2
WIM
WealthPlan Investment Management
Nebraska
+$3.66M
3
WP
WealthPLAN Partners
Nebraska
+$2.76M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.56M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
-$5.89M
2
Jane Street
Jane Street
New York
-$2.85M
3
BCI
Brinker Capital Investments
Pennsylvania
-$1.69M
4
OPS
Orion Portfolio Solutions
Nebraska
-$1.69M
5
SW
Signify Wealth
Missouri
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
26
StrategIQ Financial Group
Indiana
$281K +$289K +6,555 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$213K +$4.32K +98 +2%
PFG
28
PAX Financial Group
Texas
$207K +$212K +4,814 New
TIM
29
Tortoise Investment Management
New York
$202K – – –
PCMC
30
Private Capital Management (Colorado)
Colorado
$80.5K +$39.2K +890 +90%
IA
31
IFP Advisors
Florida
$57.1K +$573 +13 +1%
TWD
32
True Wealth Design
Ohio
$48.3K +$49.6K +1,125 New
Allianz Asset Management
33
Allianz Asset Management
Germany
$7.98K +$5.81K +132 +244%
GM
34
GeoWealth Management
Illinois
$2K +$1.54K +35 New
SWP
35
Stratos Wealth Partners
Ohio
– -$5.89M -132,091 Closed
SW
36
Signify Wealth
Missouri
– -$616K -13,831 Closed
CW
37
CreativeOne Wealth
Kansas
– -$324K -7,269 Closed
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
– -$120K -2,684 Closed
BTI
39
Blue Trust Inc
Georgia
– -$63K -1,420 Closed
1
2

MINO Hedge Fund Activity: Q3 2023 in Review

34 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q3 2023, worth a combined $63.3M — up 6.9% from $59.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MINO positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.72M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $5.89M sold.

  • 34 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q3 2023, up from 31 in Q2 2023.
  • Funds reported $63.3M of PIMCO Municipal Income Opportunities Active ETF stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q3 2023 and 5 closed out, a net change of +3 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q3 2023 was Osaic Holdings, an estimated $3.72M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q3 2023 was Stratos Wealth Partners, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2023.