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PIMCO Municipal Income Opportunities Active ETF

68 hedge funds and large institutions have $141M invested in PIMCO Municipal Income Opportunities Active ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 14

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

26% more capital invested

Capital invested by funds: $112M → $141M (+$29.2M)

13% more funds holding

Funds holding: 6068 (+8)

1.76% less ownership

Funds ownership: 71.19%69.44% (-1.8%)

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
35
Reduced
14
Closed
6
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
$18.7M +$3.26M +71,420 +21%
LPL Financial
2
LPL Financial
California
$13.1M +$2.02M +44,134 +18%
PAG
3
Private Advisor Group
New Jersey
$8.84M +$2.7M +59,023 +45%
WWM
4
Waterway Wealth Management
Texas
$7.72M +$7.65M +167,315 New
CWM
5
CarsonAllaria Wealth Management
Illinois
$7.17M -$179K -3,911 -2%
CAM
6
Clarity Asset Management
Iowa
$6.73M +$1.87M +40,884 +39%
PWM
7
Paulson Wealth Management
Illinois
$5.74M +$1.78M +38,990 +46%
NA
8
NewEdge Advisors
Louisiana
$5.52M +$1.49M +32,671 +38%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.13M +$131K +2,876 +3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.32M +$842K +18,425 +25%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.31M +$329K +7,195 +8%
BAG
12
Bridgewealth Advisory Group
California
$4.25M -$29.1K -637 -0.7%
BWM
13
BCS Wealth Management
Tennessee
$3.66M +$294K +6,436 +9%
EFS
14
Econ Financial Services
Pennsylvania
$3.33M +$193K +4,220 +6%
WP
15
WealthPLAN Partners
Nebraska
$3.11M -$85.9K -1,879 -3%
BCI
16
Brinker Capital Investments
Pennsylvania
$2.79M +$538K +11,763 +24%
OPS
17
Orion Portfolio Solutions
Nebraska
$2.79M +$538K +11,763 +24%
VWA
18
Visionary Wealth Advisors
Illinois
$2.47M +$76.3K +1,670 +3%
AAS
19
Avantax Advisory Services
Texas
$2.21M +$487K +10,663 +29%
PFG
20
PAX Financial Group
Texas
$1.89M +$298K +6,524 +19%
HW
21
Hedeker Wealth
Illinois
$1.63M +$1.3M +28,384 +406%
AFO
22
Arrowroot Family Office
California
$1.52M -$1.46K -32 -0.1%
Stifel Financial
23
Stifel Financial
Missouri
$1.45M +$1.44M +31,511 New
GWSG
24
GPS Wealth Strategies Group
Colorado
$1.35M -$191K -4,172 -12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.25M +$1.24M +27,055 New

MINO Hedge Fund Activity: Q3 2024 in Review

68 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q3 2024, worth a combined $141M — up 26% from $112M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MINO positions and 6 closed out — a net gain of 8 holders — while 35 added to existing stakes and 14 trimmed.

The largest buyer was Waterway Wealth Management, opening a new position worth an estimated $7.65M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.28M sold.

  • 68 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $141M of PIMCO Municipal Income Opportunities Active ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 14 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q3 2024 and 6 closed out, a net change of +8 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q3 2024 was Waterway Wealth Management, an estimated $7.65M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q3 2024 was Flow Traders U.S., an estimated $2.28M sold.

Based on aggregated 13F filings for Q3 2024.