PIMCO Municipal Income Opportunities Active ETF
MINO
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.
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: 68 → 84 (+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: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$5.38M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$3.83M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$3.64M |
| 4 |
Jane Street
New York
|
+$3.07M |
| 5 |
WWM
Waterway Wealth Management
The Woodlands,
Texas
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.72M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$941K |
| 3 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$815K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$806K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$806K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
76
Coppell Advisory Solutions
Coppell,
Texas
| $55.5K | +$55.8K | +1,225 | New |
|
|
PS
77
Principal Securities
Des Moines,
Iowa
| $41.7K | +$4.37K | +96 | +12% |
|
|
SPIA
78
Steward Partners Investment Advisory
New York
| $31.4K | +$31.8K | +697 | New |
|
79
UBS Group
Zurich,
Switzerland
| $25.5K | +$19K | +418 | +281% |
|
|
SS
80
Sunbelt Securities
Houston,
Texas
| $24.7K | – | – | – |
|
81
Allianz Asset Management
Munich,
Germany
| $17.8K | +$8.02K | +176 | +80% |
|
|
HI
82
Harbour Investments
Madison,
Wisconsin
| $1.98K | – | – | – |
|
|
TIM
83
Tortoise Investment Management
White Plains,
New York
| $1.8K | -$9.11K | -200 | -83% |
|
84
Morgan Stanley
New York
| $89 | +$46 | +1 | New |
|
85
Fidelity Investments
Boston,
Massachusetts
| $45 | +$46 | +1 | New |
|
|
ARC
86
Advisor Resource Council
Dallas,
Texas
| – | -$941K | -20,384 | Closed |
|
|
CWG
87
Crown Wealth Group
Charlotte,
North Carolina
| – | -$815K | -17,648 | Closed |
|
|
CC
88
Chicago Capital
Chicago,
Illinois
| – | -$202K | -4,378 | Closed |
|
|
FHA
89
First Horizon Advisors
Memphis,
Tennessee
| – | -$127K | -2,761 | Closed |
|
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.