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PIMCO Municipal Income Opportunities Active ETF

41 hedge funds and large institutions have $81.9M invested in PIMCO Municipal Income Opportunities Active ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
+7
Holders Change %
+20.59%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
25
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$11.4M 252,088 +5,685 +2%
WIM
2
WealthPlan Investment Management
Nebraska
$9.03M 198,734 +5,310 +3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$8.55M 188,325 -3,829 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.45M 98,076 +47,849 +95%
BAG
5
Bridgewealth Advisory Group
California
$4.45M 97,935 +97,935 New
Osaic Holdings
6
Osaic Holdings
Arizona
$4.44M 97,757 -37,500 -28%
CWM
7
CarsonAllaria Wealth Management
Illinois
$4.31M 94,826 -8,090 -8%
PWM
8
Paulson Wealth Management
Illinois
$3.77M 83,071 +7,894 +11%
LPL Financial
9
LPL Financial
California
$3.36M 74,015 +12,854 +21%
PAG
10
Private Advisor Group
New Jersey
$3.33M 73,325 +42,503 +138%
BCI
11
Brinker Capital Investments
Pennsylvania
$2.53M 55,519 +7,931 +17%
OPS
12
Orion Portfolio Solutions
Nebraska
$2.53M 55,519 +7,931 +17%
BWM
13
BCS Wealth Management
Tennessee
$2.42M 53,356 +8,319 +18%
VWA
14
Visionary Wealth Advisors
Illinois
$1.82M 40,139 +6,941 +21%
SWM
15
SFG Wealth Management
Maryland
$1.5M 32,985 +18,946 +135%
NA
16
NewEdge Advisors
Louisiana
$1.45M 31,946 +13,740 +75%
AFO
17
Arrowroot Family Office
California
$1.39M 30,540 +147 +0.5%
EH
18
Equitable Holdings
New York
$1.14M 25,131 +25,131 New
ARC
19
Advisor Resource Council
Texas
$1.09M 23,961 +16,039 +202%
GWSG
20
GPS Wealth Strategies Group
Colorado
$1.07M 23,590 -4,400 -16%
AAS
21
Avantax Advisory Services
Texas
$904K 19,907 +2,445 +14%
LWMNY
22
Landmark Wealth Management (New York)
New York
$899K 19,795 +3,279 +20%
PFG
23
PAX Financial Group
Texas
$857K 18,878 +14,064 +292%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$780K 17,167 +17,167 New
SIAS
25
Summit Investment Advisory Services
Minnesota
$630K 13,864 +2,721 +24%