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PIMCO Municipal Income Opportunities Active ETF

23 hedge funds and large institutions have $59.9M invested in PIMCO Municipal Income Opportunities Active ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

28% more capital invested

Capital invested by funds: $47M → $59.9M (+$13M)

13.7% more ownership

Funds ownership: 97.49%111.18% (+14%)

10% more funds holding

Funds holding: 2123 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
11
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
WealthPlan Investment Management
Nebraska
$15.9M +$2.92M +67,841 +24%
WP
2
WealthPLAN Partners
Nebraska
$15.9M +$15.3M +356,402 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.99M -$592K -13,748 -8%
CWM
4
CarsonAllaria Wealth Management
Illinois
$4.43M -$1.34M -31,018 -23%
PWM
5
Paulson Wealth Management
Illinois
$3.24M +$38.2K +887 +1%
LPL Financial
6
LPL Financial
California
$2.46M +$2.44M +56,562 New
SG
7
StoneX Group
New York
$2.1M +$415K +9,625 +25%
BCI
8
Brinker Capital Investments
Pennsylvania
$1.94M -$81.5K -1,892 -4%
BWM
9
BCS Wealth Management
Tennessee
$1.17M +$1.16M +26,899 New
Osaic Holdings
10
Osaic Holdings
Arizona
$904K +$465K +10,800 +109%
LWMNY
11
Landmark Wealth Management (New York)
New York
$608K +$84.6K +1,965 +16%
OPS
12
Orion Portfolio Solutions
Nebraska
$597K +$68.4K +1,589 +13%
AAS
13
Avantax Advisory Services
Texas
$574K -$106K -2,467 -16%
SW
14
Signify Wealth
Missouri
$512K +$101K +2,337 +25%
TIM
15
Tortoise Investment Management
New York
$487K +$58.8K +1,365 +14%
VWA
16
Visionary Wealth Advisors
Illinois
$376K +$55.3K +1,285 +17%
SIAS
17
Summit Investment Advisory Services
Minnesota
$363K +$359K +8,328 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$335K +$332K +7,701 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$328K +$325K +7,545 New
CCM
20
Condor Capital Management
New Jersey
$270K -$1.13M -26,220 -81%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$211K +$209K +4,856 New
IA
22
IFP Advisors
Florida
$149K +$59.2K +1,374 +84%
Allianz Asset Management
23
Allianz Asset Management
Germany
$2K +$345 +8 +21%
Jane Street
24
Jane Street
New York
-$6.84M -160,696 Closed
FTUS
25
Flow Traders U.S.
New York
-$1.31M -30,738 Closed

MINO Hedge Fund Activity: Q4 2022 in Review

23 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q4 2022, worth a combined $59.9M — up 28% from $47M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MINO positions and 5 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was WealthPlan Investment Management, adding an estimated $2.92M. The largest seller was Jane Street, exiting entirely with an estimated $6.84M sold.

  • 23 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q4 2022, up from 21 in Q3 2022.
  • Funds reported $59.9M of PIMCO Municipal Income Opportunities Active ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 7 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q4 2022 and 5 closed out, a net change of +2 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q4 2022 was WealthPlan Investment Management, an estimated $2.92M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q4 2022 was Jane Street, an estimated $6.84M sold.

Based on aggregated 13F filings for Q4 2022.