PIMCO Municipal Income Opportunities Active ETF
MINO
11 hedge funds and large institutions have $33.6M invested in PIMCO Municipal Income Opportunities Active ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, 2 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
120% more funds holding
Funds holding: 5 → 11 (+6)
6.66% less ownership
Funds ownership: 86.68% → 80.02% (-6.7%)
7% less capital invested
Capital invested by funds: $36.1M → $33.6M (-$2.48M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
+$3.41M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$379K |
| 3 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$356K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$306K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$19.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$5.42M |
| 2 |
JP Morgan Chase
New York
|
-$3.05M |
| 3 |
Citigroup
New York
|
-$1.45M |
| 4 |
Jane Street
New York
|
-$954K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $10M | – | – | – |
|
|
2
Citigroup
New York
| $8.54M | -$1.45M | -29,200 | -15% |
|
|
3
JP Morgan Chase
New York
| $6.91M | -$3.05M | -61,323 | -31% |
|
|
PWM
4
Paulson Wealth Management
Wheaton,
Illinois
| $3.43M | +$3.41M | +68,672 | New |
|
|
CWM
5
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $3.31M | +$3.29M | +66,255 | New |
|
|
VWA
6
Visionary Wealth Advisors
O'fallon,
Illinois
| $381K | +$379K | +7,615 | New |
|
|
CIA
7
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $358K | +$356K | +7,168 | New |
|
|
CWG
8
Crown Wealth Group
Charlotte,
North Carolina
| $330K | +$328K | +6,605 | New |
|
|
9
Citadel Advisors
Miami,
Florida
| $308K | +$306K | +6,154 | New |
|
|
TIM
10
Tortoise Investment Management
White Plains,
New York
| $20K | +$19.9K | +400 | New |
|
|
SFM
11
Signet Financial Management
Parsippany,
New Jersey
| $15K | +$15K | +302 | New |
|
|
FTUS
12
Flow Traders U.S.
New York
| – | -$5.42M | -109,333 | Closed |
|
|
13
Jane Street
New York
| – | -$954K | -19,246 | Closed |
|
MINO Hedge Fund Activity: Q4 2021 in Review
11 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q4 2021, worth a combined $33.6M — down 6.9% from $36.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MINO positions and 2 closed out — a net gain of 6 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Paulson Wealth Management, opening a new position worth an estimated $3.41M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $5.42M sold.
- 11 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q4 2021, up from 5 in Q3 2021.
- Funds reported $33.6M of PIMCO Municipal Income Opportunities Active ETF stock for Q4 2021, down 6.9% quarter-over-quarter.
- 8 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q4 2021 and 2 closed out, a net change of +6 holders.
- The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q4 2021 was Paulson Wealth Management, an estimated $3.41M added.
- The largest PIMCO Municipal Income Opportunities Active ETF seller in Q4 2021 was Flow Traders U.S., an estimated $5.42M sold.
Based on aggregated 13F filings for Q4 2021.