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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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

24% more funds holding

Funds holding: 6884 (+16)

16% more capital invested

Capital invested by funds: $141M → $164M (+$22.8M)

0.43% less ownership

Funds ownership: 69.44%69.01% (-0.43%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
1.11%
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 Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$18.5M +$312K +6,838 +2%
LPL Financial
2
LPL Financial
California
$13.6M +$746K +16,379 +6%
WWM
3
Waterway Wealth Management
Texas
$10.3M +$2.8M +61,398 +37%
CWM
4
CarsonAllaria Wealth Management
Illinois
$7.09M +$86.7K +1,903 +1%
CAM
5
Clarity Asset Management
Iowa
$6.69M +$123K +2,710 +2%
PAG
6
Private Advisor Group
New Jersey
$5.93M -$2.72M -59,794 -31%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.54M +$1.35M +29,542 +32%
NA
8
NewEdge Advisors
Louisiana
$5.51M +$121K +2,653 +2%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$5.32M +$5.38M +118,058 New
Osaic Holdings
10
Osaic Holdings
Arizona
$5.31M +$303K +6,639 +6%
PWM
11
Paulson Wealth Management
Illinois
$5.18M -$422K -9,271 -7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.8M +$594K +13,041 +14%
BAG
13
Bridgewealth Advisory Group
California
$4.28M +$117K +2,562 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.79M +$3.83M +84,056 New
BWM
15
BCS Wealth Management
Tennessee
$3.71M +$143K +3,133 +4%
Truist Financial
16
Truist Financial
North Carolina
$3.6M +$3.64M +79,907 New
Jane Street
17
Jane Street
New York
$3.56M +$3.07M +67,300 +575%
WP
18
WealthPLAN Partners
Nebraska
$3.11M +$81K +1,777 +3%
EFS
19
Econ Financial Services
Pennsylvania
$2.74M -$514K -11,272 -16%
AAS
20
Avantax Advisory Services
Texas
$2.56M +$400K +8,781 +18%
VWA
21
Visionary Wealth Advisors
Illinois
$2.47M +$59.5K +1,305 +2%
IAA
22
Independent Advisor Alliance
North Carolina
$2.22M +$2.25M +49,333 New
LIG
23
Lokken Investment Group
Delaware
$2.18M +$1.41M +31,000 +178%
SG
24
StoneX Group
New York
$1.99M +$2.01M +44,025 New
BCI
25
Brinker Capital Investments
Pennsylvania
$1.93M -$806K -17,683 -29%

MINO Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q4 2024, worth a combined $164M — up 16% from $141M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MINO positions and 4 closed out — a net gain of 16 holders — while 39 added to existing stakes and 17 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $5.38M. The largest seller was Private Advisor Group, cutting an estimated $2.72M.

  • 84 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $164M of PIMCO Municipal Income Opportunities Active ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 20 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q4 2024 was Kovitz Investment Group Partners, an estimated $5.38M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q4 2024 was Private Advisor Group, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2024.