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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.52M |
| 2 |
CAM
Clarity Asset Management
Ames,
Iowa
|
+$4.66M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.46M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.65M |
| 5 |
EFS
Econ Financial Services
Harrisburg,
Pennsylvania
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$9.03M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$8.36M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.95M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.65M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$525K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
51
Principal Securities
Des Moines,
Iowa
| $9.99K | +$273 | +6 | +3% |
|
52
Allianz Asset Management
Munich,
Germany
| $9.13K | +$45 | +1 | +0.5% |
|
|
HI
53
Harbour Investments
Madison,
Wisconsin
| $2.01K | – | – | – |
|
54
Morgan Stanley
New York
| $50 | +$45 | +1 | New |
|
|
WIM
55
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$9.03M | -198,734 | Closed |
|
|
SMA
56
Sage Mountain Advisors
Atlanta,
Georgia
| – | -$17K | -374 | Closed |
|
|
GM
57
GeoWealth Management
Chicago,
Illinois
| – | -$2K | -38 | Closed |
|
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.