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PIMCO Municipal Income Opportunities Active ETF
MINO

90 hedge funds and large institutions have $196M invested in PIMCO Municipal Income Opportunities Active ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $164M → $196M (+$31.9M)

7% more funds holding

Funds holding: 84 → 90 (+6)

1.05% more ownership

Funds ownership: 69.01% → 70.06% (+1.1%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
49
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$4.68M
2
PAG
Private Advisor Group
New Jersey
+$3.81M
3
Truist Financial
Truist Financial
North Carolina
+$3.81M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$3.7M
5
Jane Street
Jane Street
New York
+$2.82M

Top Sellers

Rank Fund Capital Flow
1
BAG
Bridgewealth Advisory Group
California
-$3.37M
2
WP
WealthPLAN Partners
Nebraska
-$2.88M
3
IAA
Independent Advisor Alliance
North Carolina
-$2.22M
4
CWM
CarsonAllaria Wealth Management
Illinois
-$2.12M
5
SWM
SFG Wealth Management
Maryland
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
76
Financial Futures
New Jersey
$212K +$214K +4,741 New
IA
77
IFP Advisors
Florida
$161K -$3.52K -78 -2%
TLA
78
Tanglewood Legacy Advisors
Texas
$134K +$136K +3,000 New
William Blair & Company
79
William Blair & Company
Illinois
$111K – – –
UBS Group
80
UBS Group
Switzerland
$109K +$84.3K +1,866 +329%
CFD
81
Creative Financial Designs
Indiana
$103K +$39.8K +882 +62%
HI
82
Harbour Investments
Wisconsin
$100K +$99.4K +2,200 +5,000%
SFA
83
Semmax Financial Advisors
North Carolina
$86.1K +$88K +1,947 New
PTC
84
Private Trust Company
Ohio
$67.8K +$68.4K +1,515 New
PS
85
Principal Securities
Iowa
$41.7K – – –
SS
86
Sunbelt Securities
Texas
$24.4K – – –
Allianz Asset Management
87
Allianz Asset Management
Germany
$18.6K +$904 +20 +5%
CIA
88
Cape Investment Advisory
Georgia
$13.4K +$13.6K +300 New
SPIA
89
Steward Partners Investment Advisory
New York
$2.59K -$28.9K -639 -92%
TIM
90
Tortoise Investment Management
New York
$1.79K – – –
Morgan Stanley
91
Morgan Stanley
New York
$75 – – –
Wells Fargo
92
Wells Fargo
California
$12 – – –
IAA
93
Independent Advisor Alliance
North Carolina
– -$2.22M -49,333 Closed
SWM
94
SFG Wealth Management
Maryland
– -$1.03M -22,957 Closed
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
– -$543K -12,058 Closed
OPWM
96
Oregon Pacific Wealth Management
Oregon
– -$207K -4,585 Closed
BWA
97
Bordeaux Wealth Advisors
California
– -$201K -4,465 Closed
GM
98
GeoWealth Management
Illinois
– -$57K -1,265 Closed
CAS
99
Coppell Advisory Solutions
Texas
– -$55.5K -1,225 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
– -$45 -1 Closed
1 2 3
4

MINO Hedge Fund Activity: Q1 2025 in Review

90 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q1 2025, worth a combined $196M — up 19% from $164M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MINO positions and 8 closed out — a net gain of 8 holders — while 49 added to existing stakes and 15 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $4.68M. The largest seller was Bridgewealth Advisory Group, cutting an estimated $3.37M.

  • 90 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q1 2025, up from 84 in Q4 2024.
  • Funds reported $196M of PIMCO Municipal Income Opportunities Active ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 16 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q1 2025 and 8 closed out, a net change of +8 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $4.68M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q1 2025 was Bridgewealth Advisory Group, an estimated $3.37M sold.

Based on aggregated 13F filings for Q1 2025.