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PIMCO Municipal Income Opportunities Active ETF
MINO

41 hedge funds and large institutions have $81.9M invested in PIMCO Municipal Income Opportunities Active ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 5

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $63.3M → $81.9M (+$18.6M)

21% more funds holding

Funds holding: 34 → 41 (+7)

4.18% less ownership

Funds ownership: 81.88% → 77.7% (-4.2%)

Holders
41
Holders Change
+7
Holders Change %
+20.59%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
25
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAG
Bridgewealth Advisory Group
California
+$4.27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.09M
3
PAG
Private Advisor Group
New Jersey
+$1.85M
4
EH
Equitable Holdings
New York
+$1.1M
5
SWM
SFG Wealth Management
Maryland
+$826K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.64M
2
FTUS
Flow Traders U.S.
New York
-$719K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$467K
4
CWM
CarsonAllaria Wealth Management
Illinois
-$353K
5
Jane Street
Jane Street
New York
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
26
Wetzel Investment Advisors
Indiana
$545K +$523K +12,000 New
JP Morgan Chase
27
JP Morgan Chase
New York
$540K +$519K +11,894 New
CAN
28
Cetera Advisor Networks
California
$529K +$508K +11,648 New
WP
29
WealthShield Partners
North Carolina
$507K +$117K +2,672 +32%
SFG
30
StrategIQ Financial Group
Indiana
$386K +$85.1K +1,950 +30%
PCMC
31
Private Capital Management (Colorado)
Colorado
$311K +$217K +4,979 +266%
TFM
32
Trademark Financial Management
Minnesota
$287K +$276K +6,322 New
CW
33
CreativeOne Wealth
Kansas
$283K +$272K +6,239 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$233K +$6.76K +155 +3%
IA
35
IFP Advisors
Florida
$61K +$567 +13 +1%
SMA
36
Sage Mountain Advisors
Georgia
$17K +$16.3K +374 New
TIM
37
Tortoise Investment Management
New York
$14.1K -$192K -4,400 -93%
PS
38
Principal Securities
Iowa
$9.67K +$9.29K +213 New
Allianz Asset Management
39
Allianz Asset Management
Germany
$9.04K +$567 +13 +7%
GM
40
GeoWealth Management
Illinois
$2K +$131 +3 +9%
HI
41
Harbour Investments
Wisconsin
$2K +$1.92K +44 New
FTUS
42
Flow Traders U.S.
New York
– -$719K -16,749 Closed
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
– -$467K -10,869 Closed
Jane Street
44
Jane Street
New York
– -$322K -7,493 Closed
TWD
45
True Wealth Design
Ohio
– -$48.3K -1,125 Closed
1
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MINO Hedge Fund Activity: Q4 2023 in Review

41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q4 2023, worth a combined $81.9M — up 29% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MINO positions and 4 closed out — a net gain of 7 holders — while 25 added to existing stakes and 5 trimmed.

The largest buyer was Bridgewealth Advisory Group, opening a new position worth an estimated $4.27M. The largest seller was Osaic Holdings, cutting an estimated $1.64M.

  • 41 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $81.9M of PIMCO Municipal Income Opportunities Active ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 11 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q4 2023 and 4 closed out, a net change of +7 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q4 2023 was Bridgewealth Advisory Group, an estimated $4.27M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q4 2023 was Osaic Holdings, an estimated $1.64M sold.

Based on aggregated 13F filings for Q4 2023.