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PIMCO Municipal Income Opportunities Active ETF

143 hedge funds and large institutions have $417M invested in PIMCO Municipal Income Opportunities Active ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 23

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

22% more capital invested

Capital invested by funds: $341M → $417M (+$75.6M)

5% more funds holding

Funds holding: 136143 (+7)

0.63% more ownership

Funds ownership: 74.56%75.19% (+0.63%)

Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
25
Increased
87
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
76
Lineweaver Wealth Advisors
Ohio
$852K +$860K +18,872 New
BWM
77
BAM Wealth Management
Colorado
$804K +$47K +1,031 +6%
DC
78
Dahring Cusmano
Michigan
$794K +$109K +2,383 +16%
KLI
79
Kelman-Lazarov Inc
Tennessee
$754K
PWM
80
Perigon Wealth Management
California
$714K +$401K +8,806 +126%
BI
81
Beckerman Institutional
New Jersey
$713K
BCI
82
Brinker Capital Investments
Pennsylvania
$698K -$45.7K -1,003 -6%
FFA
83
Farther Finance Advisors
California
$694K +$203K +4,458 +41%
WAM
84
Worth Asset Management
Texas
$671K +$677K +14,850 New
GWP
85
Gateway Wealth Partners
Wisconsin
$664K +$670K +14,700 New
CWM
86
Cornerstone Wealth Management
Missouri
$627K +$287K +6,298 +83%
BWMG
87
Barnes Wealth Management Group
California
$626K +$41.9K +920 +7%
SWP
88
Stratos Wealth Partners
Ohio
$612K
MA
89
Mutual Advisors
Nebraska
$559K +$175K +3,849 +45%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$553K +$98.4K +2,159 +21%
WIA
91
Wetzel Investment Advisors
Indiana
$542K
KAS
92
Kestra Advisory Services
Texas
$538K +$379K +8,314 +232%
SPIA
93
Steward Partners Investment Advisory
New York
$519K +$74.6K +1,636 +17%
NF
94
Nikulski Financial
Iowa
$478K +$482K +10,577 New
HFA
95
Hershey Financial Advisers
Pennsylvania
$455K +$460K +10,083 New
AWM
96
Avaii Wealth Management
Wisconsin
$454K +$57.9K +1,270 +14%
PFA
97
Pure Financial Advisors
California
$416K -$125K -2,750 -23%
PPWP
98
Premier Path Wealth Partners
New Jersey
$393K +$14.3K +313 +4%
SA
99
Sanctuary Advisors
Indiana
$366K -$23.1K -507 -6%
SFC
100
Strategic Financial Concepts
Texas
$359K +$373K +8,176 New