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PIMCO Municipal Income Opportunities Active ETF
MINO

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.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 5

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $63.3M → $81.9M (+$18.6M)

21% more funds holding

Funds holding: 34 → 41 (+7)

4.18% less ownership

Funds ownership: 81.88% → 77.7% (-4.2%)

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
–

Top Buyers

1
BAG
Bridgewealth Advisory Group
California
+$4.27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.09M
3
PAG
Private Advisor Group
New Jersey
+$1.85M
4
EH
Equitable Holdings
New York
+$1.1M
5
SWM
SFG Wealth Management
Maryland
+$826K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.64M
2
FTUS
Flow Traders U.S.
New York
-$719K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$467K
4
CWM
CarsonAllaria Wealth Management
Illinois
-$353K
5
Jane Street
Jane Street
New York
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$11.4M +$248K +5,685 +2%
WIM
2
WealthPlan Investment Management
Nebraska
$9.03M +$232K +5,310 +3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$8.55M -$167K -3,829 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.45M +$2.09M +47,849 +95%
BAG
5
Bridgewealth Advisory Group
California
$4.45M +$4.27M +97,935 New
Osaic Holdings
6
Osaic Holdings
Arizona
$4.44M -$1.64M -37,500 -28%
CWM
7
CarsonAllaria Wealth Management
Illinois
$4.31M -$353K -8,090 -8%
PWM
8
Paulson Wealth Management
Illinois
$3.77M +$344K +7,894 +11%
LPL Financial
9
LPL Financial
California
$3.36M +$561K +12,854 +21%
PAG
10
Private Advisor Group
New Jersey
$3.33M +$1.85M +42,503 +138%
BCI
11
Brinker Capital Investments
Pennsylvania
$2.53M +$346K +7,931 +17%
OPS
12
Orion Portfolio Solutions
Nebraska
$2.53M +$346K +7,931 +17%
BWM
13
BCS Wealth Management
Tennessee
$2.42M +$363K +8,319 +18%
VWA
14
Visionary Wealth Advisors
Illinois
$1.82M +$303K +6,941 +21%
SWM
15
SFG Wealth Management
Maryland
$1.5M +$826K +18,946 +135%
NA
16
NewEdge Advisors
Louisiana
$1.45M +$599K +13,740 +75%
AFO
17
Arrowroot Family Office
California
$1.39M +$6.41K +147 +0.5%
EH
18
Equitable Holdings
New York
$1.14M +$1.1M +25,131 New
ARC
19
Advisor Resource Council
Texas
$1.09M +$700K +16,039 +202%
GWSG
20
GPS Wealth Strategies Group
Colorado
$1.07M -$192K -4,400 -16%
AAS
21
Avantax Advisory Services
Texas
$904K +$107K +2,445 +14%
LWMNY
22
Landmark Wealth Management (New York)
New York
$899K +$143K +3,279 +20%
PFG
23
PAX Financial Group
Texas
$857K +$613K +14,064 +292%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$780K +$749K +17,167 New
SIAS
25
Summit Investment Advisory Services
Minnesota
$630K +$119K +2,721 +24%
1
2

MINO Hedge Fund Activity: Q4 2023 in Review

41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q4 2023, worth a combined $81.9M — up 29% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MINO positions and 4 closed out — a net gain of 7 holders — while 25 added to existing stakes and 5 trimmed.

The largest buyer was Bridgewealth Advisory Group, opening a new position worth an estimated $4.27M. The largest seller was Osaic Holdings, cutting an estimated $1.64M.

  • 41 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $81.9M of PIMCO Municipal Income Opportunities Active ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 11 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q4 2023 and 4 closed out, a net change of +7 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q4 2023 was Bridgewealth Advisory Group, an estimated $4.27M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q4 2023 was Osaic Holdings, an estimated $1.64M sold.

Based on aggregated 13F filings for Q4 2023.