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PIMCO Municipal Income Opportunities Active ETF

28 hedge funds and large institutions have $47.6M invested in PIMCO Municipal Income Opportunities Active ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

22% more funds holding

Funds holding: 2328 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less capital invested

Capital invested by funds: $59.9M → $47.6M (-$12.3M)

30.52% less ownership

Funds ownership: 111.18%80.66% (-31%)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
11
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$9.02M -$6.8M -153,395 -43%
WIM
2
WealthPlan Investment Management
Nebraska
$7.49M -$8.32M -187,478 -53%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$7.05M -$92.3K -2,082 -1%
CWM
4
CarsonAllaria Wealth Management
Illinois
$4.21M -$321K -7,228 -7%
PWM
5
Paulson Wealth Management
Illinois
$3.47M +$167K +3,761 +5%
LPL Financial
6
LPL Financial
California
$2.69M +$174K +3,915 +7%
BCI
7
Brinker Capital Investments
Pennsylvania
$2.21M +$226K +5,094 +11%
OPS
8
Orion Portfolio Solutions
Nebraska
$2.21M +$1.6M +36,006 +263%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.16M +$1.23M +27,836 +134%
BWM
10
BCS Wealth Management
Tennessee
$1.35M +$150K +3,378 +13%
AFO
11
Arrowroot Family Office
California
$788K +$787K +17,741 New
LWMNY
12
Landmark Wealth Management (New York)
New York
$707K +$85.9K +1,936 +14%
VWA
13
Visionary Wealth Advisors
Illinois
$683K +$298K +6,727 +78%
SW
14
Signify Wealth
Missouri
$628K +$105K +2,367 +20%
AAS
15
Avantax Advisory Services
Texas
$549K -$36.5K -823 -6%
FTUS
16
Flow Traders U.S.
New York
$505K +$504K +11,354 New
GWSG
17
GPS Wealth Strategies Group
Colorado
$436K +$436K +9,822 New
SIAS
18
Summit Investment Advisory Services
Minnesota
$395K +$24.7K +557 +7%
TIM
19
Tortoise Investment Management
New York
$274K -$223K -5,020 -45%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$213K -$2.93K -66 -1%
Jane Street
21
Jane Street
New York
$212K +$212K +4,779 New
CW
22
CreativeOne Wealth
Kansas
$204K +$204K +4,595 New
JP Morgan Chase
23
JP Morgan Chase
New York
$68K +$68.3K +1,541 New
IA
24
IFP Advisors
Florida
$65.2K -$75.6K -1,704 -57%
PCMC
25
Private Capital Management (Colorado)
Colorado
$29.6K +$29.5K +665 New

MINO Hedge Fund Activity: Q1 2023 in Review

28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q1 2023, worth a combined $47.6M — down 21% from $59.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MINO positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Orion Portfolio Solutions, adding an estimated $1.6M. The largest seller was WealthPlan Investment Management, cutting an estimated $8.32M.

  • 28 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q1 2023, up from 23 in Q4 2022.
  • Funds reported $47.6M of PIMCO Municipal Income Opportunities Active ETF stock for Q1 2023, down 21% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q1 2023 and 3 closed out, a net change of +5 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $1.6M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $8.32M sold.

Based on aggregated 13F filings for Q1 2023.