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PIMCO Municipal Income Opportunities Active ETF
MINO

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.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

32% more funds holding

Funds holding: 41 → 54 (+13)

20% more capital invested

Capital invested by funds: $81.9M → $98.1M (+$16.2M)

6.98% less ownership

Funds ownership: 77.7% → 70.72% (-7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.52M
2
CAM
Clarity Asset Management
Iowa
+$4.66M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.46M
4
PAG
Private Advisor Group
New Jersey
+$3.65M
5
EFS
Econ Financial Services
Pennsylvania
+$2.54M

Top Sellers

1
WIM
WealthPlan Investment Management
Nebraska
-$9.03M
2
WP
WealthPLAN Partners
Nebraska
-$8.36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.95M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.65M
5
ARC
Advisor Resource Council
Texas
-$525K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.03M +$119K +2,605 +13%
HW
27
Hedeker Wealth
Illinois
$1M +$999K +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 +$692K +15,212 New
CW
31
CreativeOne Wealth
Kansas
$647K +$362K +7,949 +127%
LIG
32
Lokken Investment Group
Delaware
$642K +$640K +14,067 New
PPWP
33
Premier Path Wealth Partners
New Jersey
$602K +$580K +12,742 New
WP
34
WealthShield Partners
North Carolina
$568K +$60.6K +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 +$509K +11,189 New
WA
39
Waverly Advisors
Alabama
$448K +$446K +9,808 New
TFM
40
Trademark Financial Management
Minnesota
$438K +$149K +3,277 +52%
LWP
41
Laurel Wealth Planning
Minnesota
$382K +$381K +8,374 New
HNWAG
42
High Net Worth Advisory Group
Florida
$275K +$274K +6,022 New
PCMC
43
Private Capital Management (Colorado)
Colorado
$260K -$52.5K -1,155 -17%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$239K +$5K +110 +2%
KAS
45
Kestra Advisory Services
Texas
$226K +$225K +4,952 New
FF
46
Financial Futures
New Jersey
$206K +$205K +4,509 New
BWA
47
Bordeaux Wealth Advisors
California
$204K +$203K +4,465 New
CPA
48
Clear Point Advisors
New York
$161K +$130K +2,861 New
IA
49
IFP Advisors
Florida
$61.9K +$591 +13 +1%
TIM
50
Tortoise Investment Management
New York
$14.1K – – –
1
2
3

MINO Hedge Fund Activity: Q1 2024 in Review

54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q1 2024, worth a combined $98.1M — up 20% from $81.9M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MINO positions and 3 closed out — a net gain of 14 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.52M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $9.03M sold.

  • 54 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q1 2024, up from 41 in Q4 2023.
  • Funds reported $98.1M of PIMCO Municipal Income Opportunities Active ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 17 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q1 2024 and 3 closed out, a net change of +14 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q1 2024 was LPL Financial, an estimated $7.52M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q1 2024 was WealthPlan Investment Management, an estimated $9.03M sold.

Based on aggregated 13F filings for Q1 2024.