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PIMCO Municipal Income Opportunities Active ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$10.6M 246,403 +62,679 +34%
WIM
2
WealthPlan Investment Management
Nebraska
$8.3M 193,424 +83,038 +75%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$8.25M 192,154 +35,408 +23%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.81M 135,257 +84,345 +166%
CWM
5
CarsonAllaria Wealth Management
Illinois
$4.42M 102,916 +3,115 +3%
PWM
6
Paulson Wealth Management
Illinois
$3.23M 75,177 -2,820 -4%
LPL Financial
7
LPL Financial
California
$2.63M 61,161 +1,782 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.16M 50,227 +45,398 +940%
BCI
9
Brinker Capital Investments
Pennsylvania
$2.04M 47,588 -38,450 -45%
OPS
10
Orion Portfolio Solutions
Nebraska
$2.04M 47,588 -38,450 -45%
BWM
11
BCS Wealth Management
Tennessee
$1.93M 45,037 +6,170 +16%
VWA
12
Visionary Wealth Advisors
Illinois
$1.42M 33,198 +7,811 +31%
PAG
13
Private Advisor Group
New Jersey
$1.32M 30,822 +30,822 New
AFO
14
Arrowroot Family Office
California
$1.3M 30,393 +12,758 +72%
GWSG
15
GPS Wealth Strategies Group
Colorado
$1.2M 27,990 +6,341 +29%
NA
16
NewEdge Advisors
Louisiana
$781K 18,206 +18,206 New
AAS
17
Avantax Advisory Services
Texas
$749K 17,462 +3,523 +25%
FTUS
18
Flow Traders U.S.
New York
$719K 16,749 +16,749 New
LWMNY
19
Landmark Wealth Management (New York)
New York
$709K 16,516 +324 +2%
SWM
20
SFG Wealth Management
Maryland
$603K 14,039 -3 -0%
SIAS
21
Summit Investment Advisory Services
Minnesota
$478K 11,143 +1,404 +14%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$467K 10,869 +591 +6%
WP
23
WealthShield Partners
North Carolina
$363K 8,450 +5,209 +161%
ARC
24
Advisor Resource Council
Texas
$340K 7,922 +7,922 New
Jane Street
25
Jane Street
New York
$322K 7,493 -64,739 -90%