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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.

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 Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$9.02M 203,007 -153,395 -43%
WIM
2
WealthPlan Investment Management
Nebraska
$7.49M 168,576 -187,478 -53%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$7.05M 158,568 -2,082 -1%
CWM
4
CarsonAllaria Wealth Management
Illinois
$4.21M 94,649 -7,228 -7%
PWM
5
Paulson Wealth Management
Illinois
$3.47M 78,188 +3,761 +5%
LPL Financial
6
LPL Financial
California
$2.69M 60,477 +3,915 +7%
BCI
7
Brinker Capital Investments
Pennsylvania
$2.21M 49,720 +5,094 +11%
OPS
8
Orion Portfolio Solutions
Nebraska
$2.21M 49,720 +36,006 +263%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.16M 48,583 +27,836 +134%
BWM
10
BCS Wealth Management
Tennessee
$1.35M 30,277 +3,378 +13%
AFO
11
Arrowroot Family Office
California
$788K 17,741 +17,741 New
LWMNY
12
Landmark Wealth Management (New York)
New York
$707K 15,905 +1,936 +14%
VWA
13
Visionary Wealth Advisors
Illinois
$683K 15,362 +6,727 +78%
SW
14
Signify Wealth
Missouri
$628K 14,132 +2,367 +20%
AAS
15
Avantax Advisory Services
Texas
$549K 12,357 -823 -6%
FTUS
16
Flow Traders U.S.
New York
$505K 11,354 +11,354 New
GWSG
17
GPS Wealth Strategies Group
Colorado
$436K 9,822 +9,822 New
SIAS
18
Summit Investment Advisory Services
Minnesota
$395K 8,885 +557 +7%
TIM
19
Tortoise Investment Management
New York
$274K 6,175 -5,020 -45%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$213K 4,790 -66 -1%
Jane Street
21
Jane Street
New York
$212K 4,779 +4,779 New
CW
22
CreativeOne Wealth
Kansas
$204K 4,595 +4,595 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$68K 1,541 +1,541 New
IA
24
IFP Advisors
Florida
$65.2K 1,304 -1,704 -57%
PCMC
25
Private Capital Management (Colorado)
Colorado
$29.6K 665 +665 New