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PIMCO Municipal Income Opportunities Active ETF

54 hedge funds and large institutions have $98.1M invested in PIMCO Municipal Income Opportunities Active ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
23
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$1.03M +$119K +2,605 +13%
HW
27
Hedeker Wealth
Illinois
$1M +$1M +21,958 New
LWMNY
28
Landmark Wealth Management (New York)
New York
$917K +$13.6K +298 +2%
SIAS
29
Summit Investment Advisory Services
Minnesota
$739K +$106K +2,329 +17%
CWG
30
Crown Wealth Group
North Carolina
$694K +$694K +15,212 New
CW
31
CreativeOne Wealth
Kansas
$647K +$362K +7,949 +127%
LIG
32
Lokken Investment Group
Delaware
$642K +$642K +14,067 New
PPWP
33
Premier Path Wealth Partners
New Jersey
$602K +$602K +12,742 New
WP
34
WealthShield Partners
North Carolina
$568K +$60.8K +1,332 +12%
ARC
35
Advisor Resource Council
Texas
$564K -$525K -11,548 -48%
WIA
36
Wetzel Investment Advisors
Indiana
$540K
CAN
37
Cetera Advisor Networks
California
$511K -$20.9K -459 -4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$511K +$511K +11,189 New
WA
39
Waverly Advisors
Alabama
$448K +$448K +9,808 New
TFM
40
Trademark Financial Management
Minnesota
$438K +$150K +3,277 +52%
LWP
41
Laurel Wealth Planning
Minnesota
$382K +$382K +8,374 New
HNWAG
42
High Net Worth Advisory Group
Florida
$275K +$275K +6,022 New
PCMC
43
Private Capital Management (Colorado)
Colorado
$260K -$52.7K -1,155 -17%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$239K +$5.03K +110 +2%
KAS
45
Kestra Advisory Services
Texas
$226K +$226K +4,952 New
FF
46
Financial Futures
New Jersey
$206K +$206K +4,509 New
BWA
47
Bordeaux Wealth Advisors
California
$204K +$204K +4,465 New
CPA
48
Clear Point Advisors
New York
$161K +$161K +2,861 New
IA
49
IFP Advisors
Florida
$61.9K +$593 +13 +1%
TIM
50
Tortoise Investment Management
New York
$14.1K