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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.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $98.1M → $112M (+$13.7M)

11% more funds holding

Funds holding: 5460 (+6)

0.48% more ownership

Funds ownership: 70.72%71.19% (+0.48%)

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 Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$15.1M +$2.11M +46,719 +16%
LPL Financial
2
LPL Financial
California
$10.9M +$58.7K +1,297 +0.5%
CWM
3
CarsonAllaria Wealth Management
Illinois
$7.24M +$752K +16,618 +12%
PAG
4
Private Advisor Group
New Jersey
$6.02M -$955K -21,114 -14%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.92M +$2.11M +46,699 +76%
CAM
6
Clarity Asset Management
Iowa
$4.77M +$111K +2,457 +2%
BAG
7
Bridgewealth Advisory Group
California
$4.22M -$198K -4,382 -5%
NA
8
NewEdge Advisors
Louisiana
$3.95M +$2.61M +57,776 +198%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.91M +$1.39M +30,789 +56%
PWM
10
Paulson Wealth Management
Illinois
$3.87M +$19K +420 +0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.41M +$1.88M +41,593 +124%
BWM
12
BCS Wealth Management
Tennessee
$3.31M +$312K +6,897 +10%
WP
13
WealthPLAN Partners
Nebraska
$3.14M +$43.2K +955 +1%
EFS
14
Econ Financial Services
Pennsylvania
$3.08M +$547K +12,103 +22%
VWA
15
Visionary Wealth Advisors
Illinois
$2.35M +$246K +5,445 +12%
FTUS
16
Flow Traders U.S.
New York
$2.28M +$2.27M +50,271 New
JP Morgan Chase
17
JP Morgan Chase
New York
$2.22M +$487K +10,778 +28%
BCI
18
Brinker Capital Investments
Pennsylvania
$2.21M -$248K -5,474 -10%
OPS
19
Orion Portfolio Solutions
Nebraska
$2.21M -$248K -5,474 -10%
AAS
20
Avantax Advisory Services
Texas
$1.69M +$668K +14,779 +66%
CW
21
CreativeOne Wealth
Kansas
$1.59M +$938K +20,743 +146%
PFG
22
PAX Financial Group
Texas
$1.56M +$287K +6,337 +23%
GWSG
23
GPS Wealth Strategies Group
Colorado
$1.52M +$4.3K +95 +0.3%
AFO
24
Arrowroot Family Office
California
$1.5M +$24.1K +532 +2%
CC
25
Chicago Capital
Illinois
$1.49M -$703K -15,540 -32%

MINO Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q2 2024, worth a combined $112M — up 14% from $98.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MINO positions and 2 closed out — a net gain of 7 holders — while 36 added to existing stakes and 10 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $2.61M. The largest seller was Jane Street, exiting entirely with an estimated $1.37M sold.

  • 60 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $112M of PIMCO Municipal Income Opportunities Active ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 9 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q2 2024 and 2 closed out, a net change of +7 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $2.61M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q2 2024 was Jane Street, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2024.