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PIMCO Municipal Income Opportunities Active ETF

84 hedge funds and large institutions have $164M invested in PIMCO Municipal Income Opportunities Active ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
39
Reduced
17
Closed
4
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
$18.5M 411,344 +6,838 +2%
LPL Financial
2
LPL Financial
California
$13.6M 301,151 +16,379 +6%
WWM
3
Waterway Wealth Management
Texas
$10.3M 228,713 +61,398 +37%
CWM
4
CarsonAllaria Wealth Management
Illinois
$7.09M 157,280 +1,903 +1%
CAM
5
Clarity Asset Management
Iowa
$6.69M 148,566 +2,710 +2%
PAG
6
Private Advisor Group
New Jersey
$5.93M 131,690 -59,794 -31%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.54M 122,838 +29,542 +32%
NA
8
NewEdge Advisors
Louisiana
$5.51M 122,285 +2,653 +2%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$5.32M 118,058 +118,058 New
Osaic Holdings
10
Osaic Holdings
Arizona
$5.31M 117,776 +6,639 +6%
PWM
11
Paulson Wealth Management
Illinois
$5.18M 114,989 -9,271 -7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.8M 106,571 +13,041 +14%
BAG
13
Bridgewealth Advisory Group
California
$4.28M 94,709 +2,562 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.79M 84,056 +84,056 New
BWM
15
BCS Wealth Management
Tennessee
$3.72M 82,454 +3,133 +4%
Truist Financial
16
Truist Financial
North Carolina
$3.6M 79,907 +79,907 New
Jane Street
17
Jane Street
New York
$3.56M 78,997 +67,300 +575%
WP
18
WealthPLAN Partners
Nebraska
$3.11M 69,089 +1,777 +3%
EFS
19
Econ Financial Services
Pennsylvania
$2.74M 60,817 -11,272 -16%
AAS
20
Avantax Advisory Services
Texas
$2.56M 56,735 +8,781 +18%
VWA
21
Visionary Wealth Advisors
Illinois
$2.47M 54,733 +1,305 +2%
IAA
22
Independent Advisor Alliance
North Carolina
$2.22M 49,333 +49,333 New
LIG
23
Lokken Investment Group
Delaware
$2.18M 48,432 +31,000 +178%
SG
24
StoneX Group
New York
$1.99M 44,025 +44,025 New
BCI
25
Brinker Capital Investments
Pennsylvania
$1.93M 42,735 -17,683 -29%