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PIMCO Municipal Income Opportunities Active ETF

54 hedge funds and large institutions have $98.1M invested in PIMCO Municipal Income Opportunities Active ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
23
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$13.1M 286,367 +98,042 +52%
LPL Financial
2
LPL Financial
California
$10.9M 239,341 +165,326 +223%
PAG
3
Private Advisor Group
New Jersey
$7.01M 153,575 +80,250 +109%
CWM
4
CarsonAllaria Wealth Management
Illinois
$6.51M 142,670 +47,844 +50%
CAM
5
Clarity Asset Management
Iowa
$4.68M 102,515 +102,515 New
BAG
6
Bridgewealth Advisory Group
California
$4.43M 97,166 -769 -0.8%
PWM
7
Paulson Wealth Management
Illinois
$3.87M 84,850 +1,779 +2%
WP
8
WealthPLAN Partners
Nebraska
$3.11M 68,236 -183,852 -73%
BWM
9
BCS Wealth Management
Tennessee
$3.01M 65,988 +12,632 +24%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.81M 61,562 -36,195 -37%
EFS
11
Econ Financial Services
Pennsylvania
$2.54M 55,766 +55,766 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.52M 55,312 -42,764 -44%
BCI
13
Brinker Capital Investments
Pennsylvania
$2.47M 54,129 -1,390 -3%
OPS
14
Orion Portfolio Solutions
Nebraska
$2.47M 54,129 -1,390 -3%
CC
15
Chicago Capital
Illinois
$2.2M 48,228 +48,228 New
VWA
16
Visionary Wealth Advisors
Illinois
$2.11M 46,313 +6,174 +15%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.74M 38,149 +26,255 +221%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.53M 33,512 +16,345 +95%
GWSG
19
GPS Wealth Strategies Group
Colorado
$1.52M 33,360 +9,770 +41%
AFO
20
Arrowroot Family Office
California
$1.48M 32,522 +1,982 +6%
Jane Street
21
Jane Street
New York
$1.37M 30,044 +30,044 New
NA
22
NewEdge Advisors
Louisiana
$1.33M 29,185 -2,761 -9%
PFG
23
PAX Financial Group
Texas
$1.28M 28,076 +9,198 +49%
EH
24
Equitable Holdings
New York
$1.18M 25,755 +624 +2%
SWM
25
SFG Wealth Management
Maryland
$1.06M 23,212 -9,773 -30%