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PIMCO Municipal Income Opportunities Active ETF

21 hedge funds and large institutions have $47M invested in PIMCO Municipal Income Opportunities Active ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

121% more capital invested

Capital invested by funds: $21.3M → $47M (+$25.7M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

45.09% more ownership

Funds ownership: 52.4%97.49% (+45%)

11% more funds holding

Funds holding: 1921 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
13
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
WealthPlan Investment Management
Nebraska
$12.7M +$12.8M +288,213 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.42M +$2.68M +60,415 +53%
Jane Street
3
Jane Street
New York
$6.84M +$7.13M +160,696 New
CWM
4
CarsonAllaria Wealth Management
Illinois
$5.66M +$742K +16,730 +14%
PWM
5
Paulson Wealth Management
Illinois
$3.13M +$571K +12,875 +21%
BCI
6
Brinker Capital Investments
Pennsylvania
$1.98M -$86.2K -1,945 -4%
SG
7
StoneX Group
New York
$1.64M +$1.7M +38,410 New
CCM
8
Condor Capital Management
New Jersey
$1.38M +$1.44M +32,429 New
FTUS
9
Flow Traders U.S.
New York
$1.31M +$1.13M +25,578 +496%
RCM
10
Rivernorth Capital Management
Florida
$1.28M +$1.33M +30,000 New
AAS
11
Avantax Advisory Services
Texas
$666K +$62K +1,398 +10%
OPS
12
Orion Portfolio Solutions
Nebraska
$516K +$194K +4,373 +56%
LWMNY
13
Landmark Wealth Management (New York)
New York
$511K +$115K +2,602 +28%
Osaic Holdings
14
Osaic Holdings
Arizona
$424K +$365K +8,234 +481%
TIM
15
Tortoise Investment Management
New York
$419K -$85.6K -1,930 -16%
SW
16
Signify Wealth
Missouri
$401K +$171K +3,865 +69%
VWA
17
Visionary Wealth Advisors
Illinois
$313K +$38.8K +875 +14%
MW
18
MBL Wealth
North Carolina
$229K -$2.2M -49,715 -90%
IA
19
IFP Advisors
Florida
$84K +$25.9K +583 +55%
UBS Group
20
UBS Group
Switzerland
$27K +$16.8K +378 +147%
Allianz Asset Management
21
Allianz Asset Management
Germany
$2K +$488 +11 +41%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$466K -10,563 Closed
OMC
23
Old Mission Capital
Illinois
-$312K -7,071 Closed
HighTower Advisors
24
HighTower Advisors
Illinois
-$295K -6,675 Closed

MINO Hedge Fund Activity: Q3 2022 in Review

21 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q3 2022, worth a combined $47M — up 121% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MINO positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.13M. The largest seller was MBL Wealth, cutting an estimated $2.2M.

  • 21 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q3 2022, up from 19 in Q2 2022.
  • Funds reported $47M of PIMCO Municipal Income Opportunities Active ETF stock for Q3 2022, up 121% quarter-over-quarter.
  • 5 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q3 2022 and 3 closed out, a net change of +2 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q3 2022 was Jane Street, an estimated $7.13M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q3 2022 was MBL Wealth, an estimated $2.2M sold.

Based on aggregated 13F filings for Q3 2022.