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PIMCO Municipal Income Opportunities Active ETF
MINO

60 hedge funds and large institutions have $112M invested in PIMCO Municipal Income Opportunities Active ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

14% more capital invested

Capital invested by funds: $98.1M → $112M (+$13.7M)

11% more funds holding

Funds holding: 54 → 60 (+6)

0.48% more ownership

Funds ownership: 70.72% → 71.19% (+0.48%)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
36
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$2.61M
2
FTUS
Flow Traders U.S.
New York
+$2.27M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.11M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.11M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.37M
2
PAG
Private Advisor Group
New Jersey
-$955K
3
SIAS
Summit Investment Advisory Services
Minnesota
-$739K
4
CC
Chicago Capital
Illinois
-$703K
5
HW
Hedeker Wealth
Illinois
-$677K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$1.2M +$25.1K +555 +2%
SWM
27
SFG Wealth Management
Maryland
$1.05M -$317 -7 -0%
DWP
28
Destiny Wealth Partners
Florida
$915K +$911K +20,145 New
LWMNY
29
Landmark Wealth Management (New York)
New York
$913K +$226 +5 +0%
LWP
30
Laurel Wealth Planning
Minnesota
$857K +$475K +10,497 +125%
LIG
31
Lokken Investment Group
Delaware
$813K +$173K +3,823 +27%
PPWP
32
Premier Path Wealth Partners
New Jersey
$690K +$111K +2,446 +19%
WP
33
WealthShield Partners
North Carolina
$619K +$53K +1,172 +9%
KF
34
Krilogy Financial
Missouri
$593K +$590K +13,050 New
TFM
35
Trademark Financial Management
Minnesota
$569K +$132K +2,915 +30%
CWG
36
Crown Wealth Group
North Carolina
$565K -$126K -2,786 -18%
WIA
37
Wetzel Investment Advisors
Indiana
$548K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$503K -$4.97K -110 -1%
CPA
39
Clear Point Advisors
New York
$498K +$366K +8,098 +283%
WA
40
Waverly Advisors
Alabama
$487K +$40.8K +902 +9%
QWM
41
Quadcap Wealth Management
Texas
$328K +$327K +7,223 New
HW
42
Hedeker Wealth
Illinois
$318K -$677K -14,960 -68%
PCMC
43
Private Capital Management (Colorado)
Colorado
$307K +$48.1K +1,064 +19%
HNWAG
44
High Net Worth Advisory Group
Florida
$274K – – –
KAS
45
Kestra Advisory Services
Texas
$253K +$28.1K +621 +13%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$241K +$3.84K +85 +2%
FF
47
Financial Futures
New Jersey
$214K +$9K +199 +4%
BWA
48
Bordeaux Wealth Advisors
California
$203K – – –
CFD
49
Creative Financial Designs
Indiana
$63.9K +$63.6K +1,406 New
FFA
50
Farther Finance Advisors
California
$63.1K +$63.3K +1,399 New
1
2
3

MINO Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q2 2024, worth a combined $112M — up 14% from $98.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MINO positions and 2 closed out — a net gain of 7 holders — while 36 added to existing stakes and 10 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $2.61M. The largest seller was Jane Street, exiting entirely with an estimated $1.37M sold.

  • 60 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $112M of PIMCO Municipal Income Opportunities Active ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 9 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q2 2024 and 2 closed out, a net change of +7 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $2.61M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q2 2024 was Jane Street, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2024.