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PIMCO Municipal Income Opportunities Active ETF

19 hedge funds and large institutions have $21.3M invested in PIMCO Municipal Income Opportunities Active ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more funds holding

Funds holding: 1719 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

55% less capital invested

Capital invested by funds: $47.1M → $21.3M (-$25.8M)

72.41% less ownership

Funds ownership: 124.81%52.4% (-72%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
3
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
CarsonAllaria Wealth Management
Illinois
$5.13M +$1.71M +38,213 +49%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$5.03M +$5.09M +113,983 New
PWM
3
Paulson Wealth Management
Illinois
$2.68M -$107K -2,400 -4%
MW
4
MBL Wealth
North Carolina
$2.43M +$2.46M +55,100 New
BCI
5
Brinker Capital Investments
Pennsylvania
$2.14M +$422K +9,445 +24%
AAS
6
Avantax Advisory Services
Texas
$629K +$636K +14,249 New
TIM
7
Tortoise Investment Management
New York
$519K -$22.3K -500 -4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$466K +$472K +10,563 New
LWMNY
9
Landmark Wealth Management (New York)
New York
$415K -$1.43M -32,114 -77%
OPS
10
Orion Portfolio Solutions
Nebraska
$342K -$290K -6,503 -46%
OMC
11
Old Mission Capital
Illinois
$312K +$316K +7,071 New
HighTower Advisors
12
HighTower Advisors
Illinois
$295K +$298K +6,675 New
VWA
13
Visionary Wealth Advisors
Illinois
$286K -$23.7K -530 -8%
SW
14
Signify Wealth
Missouri
$245K +$248K +5,563 New
FTUS
15
Flow Traders U.S.
New York
$228K +$230K +5,160 New
Osaic Holdings
16
Osaic Holdings
Arizona
$76K +$76.5K +1,713 New
IA
17
IFP Advisors
Florida
$53K
UBS Group
18
UBS Group
Switzerland
$11K +$11.5K +257 New
Allianz Asset Management
19
Allianz Asset Management
Germany
$1K +$491 +11 +69%
Morgan Stanley
20
Morgan Stanley
New York
-$9.27M -200,000 Closed
JP Morgan Chase
21
JP Morgan Chase
New York
-$4.39M -94,777 Closed
Citigroup
22
Citigroup
New York
-$2.12M -45,800 Closed
Jane Street
23
Jane Street
New York
-$1.91M -41,104 Closed
CIA
24
Compass Ion Advisors
Pennsylvania
-$332K -7,168 Closed
CWG
25
Crown Wealth Group
North Carolina
-$306K -6,605 Closed

MINO Hedge Fund Activity: Q2 2022 in Review

19 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q2 2022, worth a combined $21.3M — down 55% from $47.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MINO positions and 6 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $5.09M. The largest seller was Morgan Stanley, exiting entirely with an estimated $9.27M sold.

  • 19 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q2 2022, up from 17 in Q1 2022.
  • Funds reported $21.3M of PIMCO Municipal Income Opportunities Active ETF stock for Q2 2022, down 55% quarter-over-quarter.
  • 10 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q2 2022 and 6 closed out, a net change of +4 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q2 2022 was Carson Wealth (CWM LLC), an estimated $5.09M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q2 2022 was Morgan Stanley, an estimated $9.27M sold.

Based on aggregated 13F filings for Q2 2022.