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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
SIAP
51
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$519K +$525K +11,525 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$409K -$64.5K -1,415 -13%
BWMG
53
Barnes Wealth Management Group
California
$387K +$391K +8,584 New
PCMC
54
Private Capital Management (Colorado)
Colorado
$370K +$7.75K +170 +2%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$335K +$338K +7,428 New
DC
56
Dahring Cusmano
Michigan
$293K +$296K +6,501 New
NA
57
Nautilus Advisors
California
$285K +$288K +6,320 New
CPA
58
Clear Point Advisors
New York
$284K -$174K -3,814 -38%
AWM
59
Avaii Wealth Management
Wisconsin
$279K +$282K +6,181 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$275K +$6.29K +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 -$16.6K -365 -6%
KPWS
66
Kestra Private Wealth Services
Texas
$251K +$28.6K +627 +13%
OPWM
67
Oregon Pacific Wealth Management
Oregon
$207K +$209K +4,585 New
FTUS
68
Flow Traders U.S.
New York
$204K +$206K +4,520 New
BWA
69
Bordeaux Wealth Advisors
California
$201K
MML Investors Services
70
MML Investors Services
Massachusetts
$201K +$203K +4,463 New
IA
71
IFP Advisors
Florida
$166K +$104K +2,292 +166%
William Blair & Company
72
William Blair & Company
Illinois
$112K
CFD
73
Creative Financial Designs
Indiana
$64.2K +$410 +9 +0.6%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$62K +$62.6K +1,373 New
GM
75
GeoWealth Management
Illinois
$57K +$22.3K +490 +63%

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.