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PIMCO Municipal Income Opportunities Active ETF
MINO

68 hedge funds and large institutions have $141M invested in PIMCO Municipal Income Opportunities Active ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 14

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

26% more capital invested

Capital invested by funds: $112M → $141M (+$29.2M)

13% more funds holding

Funds holding: 60 → 68 (+8)

1.76% less ownership

Funds ownership: 71.19% → 69.44% (-1.8%)

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
35
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
Waterway Wealth Management
Texas
+$7.65M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.26M
3
PAG
Private Advisor Group
New Jersey
+$2.7M
4
LPL Financial
LPL Financial
California
+$2.02M
5
CAM
Clarity Asset Management
Iowa
+$1.87M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$2.28M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.22M
3
CC
Chicago Capital
Illinois
-$1.29M
4
CW
CreativeOne Wealth
Kansas
-$713K
5
KF
Krilogy Financial
Missouri
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$1.23M +$11.7K +257 +1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.11M +$1.09M +23,949 New
SWM
28
SFG Wealth Management
Maryland
$1.07M -$2.29K -50 -0.2%
QWM
29
Quadcap Wealth Management
Texas
$1.04M +$700K +15,319 +212%
ARC
30
Advisor Resource Council
Texas
$941K +$155K +3,391 +20%
DWP
31
Destiny Wealth Partners
Florida
$933K +$2.88K +63 +0.3%
LWMNY
32
Landmark Wealth Management (New York)
New York
$895K -$32.5K -711 -4%
LWP
33
Laurel Wealth Planning
Minnesota
$895K +$23.9K +523 +3%
CW
34
CreativeOne Wealth
Kansas
$892K -$713K -15,611 -45%
CWG
35
Crown Wealth Group
North Carolina
$815K +$239K +5,222 +42%
LIG
36
Lokken Investment Group
Delaware
$805K -$20.9K -458 -3%
SIAS
37
Summit Investment Advisory Services
Minnesota
$790K +$782K +17,106 New
PPWP
38
Premier Path Wealth Partners
New Jersey
$715K +$14K +306 +2%
TFM
39
Trademark Financial Management
Minnesota
$642K +$63.7K +1,395 +11%
WP
40
WealthShield Partners
North Carolina
$606K -$23.1K -506 -4%
WIA
41
Wetzel Investment Advisors
Indiana
$554K – – –
Jane Street
42
Jane Street
New York
$540K +$535K +11,697 New
WA
43
Waverly Advisors
Alabama
$524K +$29.2K +640 +6%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$485K -$26.5K -581 -5%
BI
45
Beckerman Institutional
New Jersey
$482K +$477K +10,437 New
CPA
46
Clear Point Advisors
New York
$468K -$38K -831 -8%
AWM
47
Able Wealth Management
New Jersey
$428K +$424K +9,282 New
PCMC
48
Private Capital Management (Colorado)
Colorado
$371K +$58.5K +1,280 +19%
KAS
49
Kestra Advisory Services
Texas
$295K +$37.1K +812 +15%
FFA
50
Farther Finance Advisors
California
$281K +$214K +4,688 +335%
1
2
3

MINO Hedge Fund Activity: Q3 2024 in Review

68 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q3 2024, worth a combined $141M — up 26% from $112M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MINO positions and 6 closed out — a net gain of 8 holders — while 35 added to existing stakes and 14 trimmed.

The largest buyer was Waterway Wealth Management, opening a new position worth an estimated $7.65M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.28M sold.

  • 68 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $141M of PIMCO Municipal Income Opportunities Active ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 14 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q3 2024 and 6 closed out, a net change of +8 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q3 2024 was Waterway Wealth Management, an estimated $7.65M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q3 2024 was Flow Traders U.S., an estimated $2.28M sold.

Based on aggregated 13F filings for Q3 2024.