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PIMCO Municipal Income Opportunities Active ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
WWM
1
Waterway Wealth Management
Texas
$7.72M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$18.7M
3
PAG
3
Private Advisor Group
New Jersey
$8.84M
4
LPL Financial
4
LPL Financial
California
$13.1M
5
CAM
5
Clarity Asset Management
Iowa
$6.73M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
CC
3
Chicago Capital
Illinois
$202K
4
CW
4
CreativeOne Wealth
Kansas
$892K
5
KF
5
Krilogy Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$18.7M 404,506 +71,420 +21%
LPL Financial
2
LPL Financial
California
$13.1M 284,772 +44,134 +18%
PAG
3
Private Advisor Group
New Jersey
$8.84M 191,484 +59,023 +45%
WWM
4
Waterway Wealth Management
Texas
$7.72M 167,315 +167,315 New
CWM
5
CarsonAllaria Wealth Management
Illinois
$7.17M 155,377 -3,911 -2%
CAM
6
Clarity Asset Management
Iowa
$6.73M 145,856 +40,884 +39%
PWM
7
Paulson Wealth Management
Illinois
$5.74M 124,260 +38,990 +46%
NA
8
NewEdge Advisors
Louisiana
$5.52M 119,632 +32,671 +38%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.13M 111,137 +2,876 +3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.32M 93,530 +18,425 +25%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.31M 93,296 +7,195 +8%
BAG
12
Bridgewealth Advisory Group
California
$4.25M 92,147 -637 -0.7%
BWM
13
BCS Wealth Management
Tennessee
$3.66M 79,321 +6,436 +9%
EFS
14
Econ Financial Services
Pennsylvania
$3.33M 72,089 +4,220 +6%
WP
15
WealthPLAN Partners
Nebraska
$3.11M 67,312 -1,879 -3%
BCI
16
Brinker Capital Investments
Pennsylvania
$2.79M 60,418 +11,763 +24%
OPS
17
Orion Portfolio Solutions
Nebraska
$2.79M 60,418 +11,763 +24%
VWA
18
Visionary Wealth Advisors
Illinois
$2.47M 53,428 +1,670 +3%
AAS
19
Avantax Advisory Services
Texas
$2.21M 47,954 +10,663 +29%
PFG
20
PAX Financial Group
Texas
$1.89M 40,937 +6,524 +19%
HW
21
Hedeker Wealth
Illinois
$1.63M 35,382 +28,384 +406%
AFO
22
Arrowroot Family Office
California
$1.52M 33,022 -32 -0.1%
Stifel Financial
23
Stifel Financial
Missouri
$1.45M 31,511 +31,511 New
GWSG
24
GPS Wealth Strategies Group
Colorado
$1.35M 29,283 -4,172 -12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.25M 27,055 +27,055 New
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