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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.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $47.6M → $59.2M (+$11.6M)

11% more funds holding

Funds holding: 2831 (+3)

5.59% more ownership

Funds ownership: 80.66%86.25% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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 Holding Trade Value Shares
Change
Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$8.19M -$857K -19,283 -9%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$6.99M -$81K -1,822 -1%
SWP
3
Stratos Wealth Partners
Ohio
$5.89M +$5.87M +132,091 New
WIM
4
WealthPlan Investment Management
Nebraska
$4.92M -$2.59M -58,190 -35%
CWM
5
CarsonAllaria Wealth Management
Illinois
$4.45M +$229K +5,152 +5%
BCI
6
Brinker Capital Investments
Pennsylvania
$3.83M +$1.61M +36,318 +73%
OPS
7
Orion Portfolio Solutions
Nebraska
$3.83M +$1.61M +36,318 +73%
PWM
8
Paulson Wealth Management
Illinois
$3.48M -$8.49K -191 -0.2%
Jane Street
9
Jane Street
New York
$3.22M +$3M +67,453 +1,411%
LPL Financial
10
LPL Financial
California
$2.65M -$48.8K -1,098 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.27M +$103K +2,329 +5%
BWM
12
BCS Wealth Management
Tennessee
$1.73M +$382K +8,590 +28%
VWA
13
Visionary Wealth Advisors
Illinois
$1.13M +$445K +10,025 +65%
GWSG
14
GPS Wealth Strategies Group
Colorado
$965K +$525K +11,827 +120%
AFO
15
Arrowroot Family Office
California
$786K -$4.71K -106 -0.6%
LWMNY
16
Landmark Wealth Management (New York)
New York
$722K +$12.8K +287 +2%
SWM
17
SFG Wealth Management
Maryland
$626K +$624K +14,042 New
AAS
18
Avantax Advisory Services
Texas
$621K +$70.3K +1,582 +13%
SW
19
Signify Wealth
Missouri
$616K -$13.4K -301 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$458K +$31.9K +717 +7%
SIAS
21
Summit Investment Advisory Services
Minnesota
$434K +$37.9K +854 +10%
CW
22
CreativeOne Wealth
Kansas
$324K +$119K +2,674 +58%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$217K +$3.38K +76 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$215K +$215K +4,829 New
TIM
25
Tortoise Investment Management
New York
$210K -$65.1K -1,465 -24%

MINO Hedge Fund Activity: Q2 2023 in Review

31 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q2 2023, worth a combined $59.2M — up 24% from $47.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MINO positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $5.87M. The largest seller was WealthPlan Investment Management, cutting an estimated $2.59M.

  • 31 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q2 2023, up from 28 in Q1 2023.
  • Funds reported $59.2M of PIMCO Municipal Income Opportunities Active ETF stock for Q2 2023, up 24% quarter-over-quarter.
  • 6 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q2 2023 was Stratos Wealth Partners, an estimated $5.87M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q2 2023 was WealthPlan Investment Management, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2023.