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PIMCO Municipal Income Opportunities Active ETF

84 hedge funds and large institutions have $164M invested in PIMCO Municipal Income Opportunities Active ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

24% more funds holding

Funds holding: 6884 (+16)

16% more capital invested

Capital invested by funds: $141M → $164M (+$22.8M)

0.43% less ownership

Funds ownership: 69.44%69.01% (-0.43%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
39
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$1.93M -$806K -17,683 -29%
PFG
27
PAX Financial Group
Texas
$1.93M +$81.5K +1,788 +4%
HW
28
Hedeker Wealth
Illinois
$1.61M +$18K +396 +1%
QWM
29
Quadcap Wealth Management
Texas
$1.56M +$551K +12,090 +54%
AFO
30
Arrowroot Family Office
California
$1.48M -$7.25K -159 -0.5%
Stifel Financial
31
Stifel Financial
Missouri
$1.42M -$3.19K -70 -0.2%
LWP
32
Laurel Wealth Planning
Minnesota
$1.33M +$466K +10,224 +53%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.16M +$79.3K +1,740 +7%
EH
34
Equitable Holdings
New York
$1.09M -$110K -2,424 -9%
SWM
35
SFG Wealth Management
Maryland
$1.03M -$9.02K -198 -0.9%
Raymond James Financial
36
Raymond James Financial
Florida
$963K +$973K +21,363 New
CW
37
CreativeOne Wealth
Kansas
$936K +$66.4K +1,457 +8%
DWP
38
Destiny Wealth Partners
Florida
$922K +$11.3K +249 +1%
LWMNY
39
Landmark Wealth Management (New York)
New York
$849K -$25.3K -555 -3%
TFM
40
Trademark Financial Management
Minnesota
$788K +$164K +3,589 +26%
GWSG
41
GPS Wealth Strategies Group
Colorado
$779K -$547K -11,994 -41%
SIAS
42
Summit Investment Advisory Services
Minnesota
$771K +$46 +1 +0%
AWM
43
Able Wealth Management
New Jersey
$755K +$341K +7,478 +81%
PPWP
44
Premier Path Wealth Partners
New Jersey
$693K -$4.83K -106 -0.7%
WA
45
Waverly Advisors
Alabama
$618K +$108K +2,370 +21%
WP
46
WealthShield Partners
North Carolina
$616K +$22.8K +501 +4%
BI
47
Beckerman Institutional
New Jersey
$589K +$120K +2,636 +25%
KAS
48
Kestra Advisory Services
Texas
$544K +$259K +5,684 +89%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$543K -$683K -14,997 -55%
WIA
50
Wetzel Investment Advisors
Indiana
$542K

MINO Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q4 2024, worth a combined $164M — up 16% from $141M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MINO positions and 4 closed out — a net gain of 16 holders — while 39 added to existing stakes and 17 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $5.38M. The largest seller was Private Advisor Group, cutting an estimated $2.72M.

  • 84 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $164M of PIMCO Municipal Income Opportunities Active ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 20 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q4 2024 was Kovitz Investment Group Partners, an estimated $5.38M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q4 2024 was Private Advisor Group, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2024.