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PIMCO Municipal Income Opportunities Active ETF
MINO

17 hedge funds and large institutions have $47.1M invested in PIMCO Municipal Income Opportunities Active ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

55% more funds holding

Funds holding: 11 → 17 (+6)

44.8% more ownership

Funds ownership: 80.02% → 124.81% (+45%)

40% more capital invested

Capital invested by funds: $33.6M → $47.1M (+$13.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
2
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
WealthPLAN Partners
Nebraska
+$9.56M
2
LWMNY
Landmark Wealth Management (New York)
New York
+$2M
3
Jane Street
Jane Street
New York
+$1.98M
4
BCI
Brinker Capital Investments
Pennsylvania
+$1.88M
5
OPS
Orion Portfolio Solutions
Nebraska
+$687K

Top Sellers

1
Citigroup
Citigroup
New York
-$6.02M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.09M
3
Citadel Advisors
Citadel Advisors
Florida
-$308K
4
PWM
Paulson Wealth Management
Illinois
-$270K
5
VWA
Visionary Wealth Advisors
Illinois
-$29.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.27M – – –
WIM
2
WealthPlan Investment Management
Nebraska
$8.91M +$9.56M +198,422 New
WP
3
WealthPLAN Partners
Nebraska
$8.91M +$9.56M +198,422 New
JP Morgan Chase
4
JP Morgan Chase
New York
$4.39M -$2.09M -43,400 -31%
CWM
5
CarsonAllaria Wealth Management
Illinois
$3.61M +$564K +11,697 +18%
PWM
6
Paulson Wealth Management
Illinois
$2.92M -$270K -5,607 -8%
Citigroup
7
Citigroup
New York
$2.12M -$6.02M -125,000 -73%
Jane Street
8
Jane Street
New York
$1.91M +$1.98M +41,104 New
BCI
9
Brinker Capital Investments
Pennsylvania
$1.81M +$1.88M +39,018 New
LWMNY
10
Landmark Wealth Management (New York)
New York
$983K +$2M +41,516 New
OPS
11
Orion Portfolio Solutions
Nebraska
$661K +$687K +14,255 New
TIM
12
Tortoise Investment Management
New York
$568K +$572K +11,860 +2,965%
CIA
13
Compass Ion Advisors
Pennsylvania
$332K – – –
VWA
14
Visionary Wealth Advisors
Illinois
$325K -$29.4K -610 -8%
CWG
15
Crown Wealth Group
North Carolina
$306K – – –
IA
16
IFP Advisors
Florida
$53K +$50.6K +1,051 New
Allianz Asset Management
17
Allianz Asset Management
Germany
$1K +$771 +16 New
Citadel Advisors
18
Citadel Advisors
Florida
– -$308K -6,154 Closed
SFM
19
Signet Financial Management
New Jersey
– -$15K -302 Closed

MINO Hedge Fund Activity: Q1 2022 in Review

17 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q1 2022, worth a combined $47.1M — up 40% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MINO positions and 2 closed out — a net gain of 6 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $9.56M. The largest seller was Citigroup, cutting an estimated $6.02M.

  • 17 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q1 2022, up from 11 in Q4 2021.
  • Funds reported $47.1M of PIMCO Municipal Income Opportunities Active ETF stock for Q1 2022, up 40% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q1 2022 and 2 closed out, a net change of +6 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q1 2022 was WealthPLAN Partners, an estimated $9.56M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q1 2022 was Citigroup, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2022.