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PIMCO Municipal Income Opportunities Active ETF

60 hedge funds and large institutions have $112M invested in PIMCO Municipal Income Opportunities Active ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
36
Reduced
10
Closed
2
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
$15.1M 333,086 +46,719 +16%
LPL Financial
2
LPL Financial
California
$10.9M 240,638 +1,297 +0.5%
CWM
3
CarsonAllaria Wealth Management
Illinois
$7.24M 159,288 +16,618 +12%
PAG
4
Private Advisor Group
New Jersey
$6.02M 132,461 -21,114 -14%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.92M 108,261 +46,699 +76%
CAM
6
Clarity Asset Management
Iowa
$4.77M 104,972 +2,457 +2%
BAG
7
Bridgewealth Advisory Group
California
$4.22M 92,784 -4,382 -5%
NA
8
NewEdge Advisors
Louisiana
$3.95M 86,961 +57,776 +198%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.91M 86,101 +30,789 +56%
PWM
10
Paulson Wealth Management
Illinois
$3.87M 85,270 +420 +0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.41M 75,105 +41,593 +124%
BWM
12
BCS Wealth Management
Tennessee
$3.31M 72,885 +6,897 +10%
WP
13
WealthPLAN Partners
Nebraska
$3.14M 69,191 +955 +1%
EFS
14
Econ Financial Services
Pennsylvania
$3.08M 67,869 +12,103 +22%
VWA
15
Visionary Wealth Advisors
Illinois
$2.35M 51,758 +5,445 +12%
FTUS
16
Flow Traders U.S.
New York
$2.28M 50,271 +50,271 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$2.22M 48,927 +10,778 +28%
BCI
18
Brinker Capital Investments
Pennsylvania
$2.21M 48,655 -5,474 -10%
OPS
19
Orion Portfolio Solutions
Nebraska
$2.21M 48,655 -5,474 -10%
AAS
20
Avantax Advisory Services
Texas
$1.69M 37,291 +14,779 +66%
CW
21
CreativeOne Wealth
Kansas
$1.59M 34,931 +20,743 +146%
PFG
22
PAX Financial Group
Texas
$1.56M 34,413 +6,337 +23%
GWSG
23
GPS Wealth Strategies Group
Colorado
$1.52M 33,455 +95 +0.3%
AFO
24
Arrowroot Family Office
California
$1.5M 33,054 +532 +2%
CC
25
Chicago Capital
Illinois
$1.49M 32,688 -15,540 -32%