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PIMCO Municipal Income Opportunities Active ETF
MINO

34 hedge funds and large institutions have $63.3M invested in PIMCO Municipal Income Opportunities Active ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 5

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

10% more funds holding

Funds holding: 31 → 34 (+3)

7% more capital invested

Capital invested by funds: $59.2M → $63.3M (+$4.06M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.38% less ownership

Funds ownership: 86.25% → 81.88% (-4.4%)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
20
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$3.72M
2
WIM
WealthPlan Investment Management
Nebraska
+$3.66M
3
WP
WealthPLAN Partners
Nebraska
+$2.76M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.56M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
-$5.89M
2
Jane Street
Jane Street
New York
-$2.85M
3
BCI
Brinker Capital Investments
Pennsylvania
-$1.69M
4
OPS
Orion Portfolio Solutions
Nebraska
-$1.69M
5
SW
Signify Wealth
Missouri
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$10.6M +$2.76M +62,679 +34%
WIM
2
WealthPlan Investment Management
Nebraska
$8.3M +$3.66M +83,038 +75%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$8.25M +$1.56M +35,408 +23%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.81M +$3.72M +84,345 +166%
CWM
5
CarsonAllaria Wealth Management
Illinois
$4.42M +$137K +3,115 +3%
PWM
6
Paulson Wealth Management
Illinois
$3.23M -$124K -2,820 -4%
LPL Financial
7
LPL Financial
California
$2.63M +$78.5K +1,782 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.16M +$2M +45,398 +940%
BCI
9
Brinker Capital Investments
Pennsylvania
$2.04M -$1.69M -38,450 -45%
OPS
10
Orion Portfolio Solutions
Nebraska
$2.04M -$1.69M -38,450 -45%
BWM
11
BCS Wealth Management
Tennessee
$1.93M +$272K +6,170 +16%
VWA
12
Visionary Wealth Advisors
Illinois
$1.42M +$344K +7,811 +31%
PAG
13
Private Advisor Group
New Jersey
$1.32M +$1.36M +30,822 New
AFO
14
Arrowroot Family Office
California
$1.3M +$562K +12,758 +72%
GWSG
15
GPS Wealth Strategies Group
Colorado
$1.2M +$279K +6,341 +29%
NA
16
NewEdge Advisors
Louisiana
$781K +$802K +18,206 New
AAS
17
Avantax Advisory Services
Texas
$749K +$155K +3,523 +25%
FTUS
18
Flow Traders U.S.
New York
$719K +$738K +16,749 New
LWMNY
19
Landmark Wealth Management (New York)
New York
$709K +$14.3K +324 +2%
SWM
20
SFG Wealth Management
Maryland
$603K -$132 -3 -0%
SIAS
21
Summit Investment Advisory Services
Minnesota
$478K +$61.8K +1,404 +14%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$467K +$26K +591 +6%
WP
23
WealthShield Partners
North Carolina
$363K +$229K +5,209 +161%
ARC
24
Advisor Resource Council
Texas
$340K +$349K +7,922 New
Jane Street
25
Jane Street
New York
$322K -$2.85M -64,739 -90%
1
2

MINO Hedge Fund Activity: Q3 2023 in Review

34 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q3 2023, worth a combined $63.3M — up 6.9% from $59.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MINO positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.72M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $5.89M sold.

  • 34 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q3 2023, up from 31 in Q2 2023.
  • Funds reported $63.3M of PIMCO Municipal Income Opportunities Active ETF stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q3 2023 and 5 closed out, a net change of +3 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q3 2023 was Osaic Holdings, an estimated $3.72M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q3 2023 was Stratos Wealth Partners, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2023.