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PIMCO Municipal Income Opportunities Active ETF
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Overview Fund Activity

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
Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
1.12%
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
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$5.32M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.79M
3
Truist Financial
3
Truist Financial
North Carolina
$3.6M
4
Jane Street
4
Jane Street
New York
$3.56M
5
WWM
5
Waterway Wealth Management
Texas
$10.3M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$5.93M
2
ARC
2
Advisor Resource Council
Texas
$0
3
CWG
3
Crown Wealth Group
North Carolina
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$1.93M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
51
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$519K +$519K +11,525 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$409K -$63.8K -1,415 -13%
BWMG
53
Barnes Wealth Management Group
California
$387K +$387K +8,584 New
PCMC
54
Private Capital Management (Colorado)
Colorado
$370K +$7.66K +170 +2%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$335K +$335K +7,428 New
DC
56
Dahring Cusmano
Michigan
$293K +$293K +6,501 New
NA
57
Nautilus Advisors
California
$285K +$285K +6,320 New
CPA
58
Clear Point Advisors
New York
$284K -$172K -3,814 -38%
AWM
59
Avaii Wealth Management
Wisconsin
$279K +$279K +6,181 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$275K +$6.21K +138 +2%
HNWAG
61
High Net Worth Advisory Group
Florida
$271K – – –
MCFP
62
Mallini Complete Financial Planning
Florida
$270K – – –
ATC
63
Argent Trust Co
Tennessee
$260K – – –
RPSA
64
Richard P. Slaughter Associates
Texas
$260K – – –
FFA
65
Farther Finance Advisors
California
$258K -$16.4K -365 -6%
KPWS
66
Kestra Private Wealth Services
Texas
$251K +$28.3K +627 +13%
OPWM
67
Oregon Pacific Wealth Management
Oregon
$207K +$207K +4,585 New
FTUS
68
Flow Traders U.S.
New York
$204K +$204K +4,520 New
BWA
69
Bordeaux Wealth Advisors
California
$201K – – –
MML Investors Services
70
MML Investors Services
Massachusetts
$201K +$201K +4,463 New
IA
71
IFP Advisors
Florida
$166K +$103K +2,292 +166%
William Blair & Company
72
William Blair & Company
Illinois
$112K – – –
CFD
73
Creative Financial Designs
Indiana
$64.2K +$405 +9 +0.6%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$62K +$62K +1,373 New
GM
75
GeoWealth Management
Illinois
$57K +$22.1K +490 +63%
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