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PIMCO Municipal Income Opportunities Active ETF

31 hedge funds and large institutions have $59.2M invested in PIMCO Municipal Income Opportunities Active ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$8.19M 183,724 -19,283 -9%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$6.99M 156,746 -1,822 -1%
SWP
3
Stratos Wealth Partners
Ohio
$5.89M 132,091 +132,091 New
WIM
4
WealthPlan Investment Management
Nebraska
$4.92M 110,386 -58,190 -35%
CWM
5
CarsonAllaria Wealth Management
Illinois
$4.45M 99,801 +5,152 +5%
BCI
6
Brinker Capital Investments
Pennsylvania
$3.83M 86,038 +36,318 +73%
OPS
7
Orion Portfolio Solutions
Nebraska
$3.83M 86,038 +36,318 +73%
PWM
8
Paulson Wealth Management
Illinois
$3.48M 77,997 -191 -0.2%
Jane Street
9
Jane Street
New York
$3.22M 72,232 +67,453 +1,411%
LPL Financial
10
LPL Financial
California
$2.65M 59,379 -1,098 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.27M 50,912 +2,329 +5%
BWM
12
BCS Wealth Management
Tennessee
$1.73M 38,867 +8,590 +28%
VWA
13
Visionary Wealth Advisors
Illinois
$1.13M 25,387 +10,025 +65%
GWSG
14
GPS Wealth Strategies Group
Colorado
$965K 21,649 +11,827 +120%
AFO
15
Arrowroot Family Office
California
$786K 17,635 -106 -0.6%
LWMNY
16
Landmark Wealth Management (New York)
New York
$722K 16,192 +287 +2%
SWM
17
SFG Wealth Management
Maryland
$626K 14,042 +14,042 New
AAS
18
Avantax Advisory Services
Texas
$621K 13,939 +1,582 +13%
SW
19
Signify Wealth
Missouri
$616K 13,831 -301 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$458K 10,278 +717 +7%
SIAS
21
Summit Investment Advisory Services
Minnesota
$434K 9,739 +854 +10%
CW
22
CreativeOne Wealth
Kansas
$324K 7,269 +2,674 +58%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$217K 4,866 +76 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$215K 4,829 +4,829 New
TIM
25
Tortoise Investment Management
New York
$210K 4,710 -1,465 -24%