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PIMCO Municipal Income Opportunities Active ETF
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Overview Fund Activity

90 hedge funds and large institutions have $196M invested in PIMCO Municipal Income Opportunities Active ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
49
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.63M
2
PAG
Private Advisor Group
New Jersey
+$3.77M
3
Truist Financial
Truist Financial
North Carolina
+$3.77M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$3.66M
5
Jane Street
Jane Street
New York
+$2.79M

Top Sellers

1
BAG
Bridgewealth Advisory Group
California
-$3.33M
2
WP
WealthPLAN Partners
Nebraska
-$2.85M
3
IAA
Independent Advisor Alliance
North Carolina
-$2.22M
4
CWM
CarsonAllaria Wealth Management
Illinois
-$2.1M
5
SWM
SFG Wealth Management
Maryland
-$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$19.1M +$655K +14,639 +4%
LPL Financial
2
LPL Financial
California
$16.2M +$2.76M +61,715 +20%
WWM
3
Waterway Wealth Management
Texas
$12.5M +$2.26M +50,567 +22%
PAG
4
Private Advisor Group
New Jersey
$9.66M +$3.77M +84,376 +64%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$8.94M +$3.66M +81,892 +69%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.99M +$2.5M +55,832 +45%
Truist Financial
7
Truist Financial
North Carolina
$7.35M +$3.77M +84,301 +105%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.06M +$1.79M +40,092 +34%
CAM
9
Clarity Asset Management
Iowa
$6.77M +$121K +2,705 +2%
Jane Street
10
Jane Street
New York
$6.32M +$2.79M +62,356 +79%
NA
11
NewEdge Advisors
Louisiana
$6.06M +$592K +13,232 +11%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.17M +$1.41M +31,415 +37%
PWM
13
Paulson Wealth Management
Illinois
$5.15M +$8.68K +194 +0.2%
CWM
14
CarsonAllaria Wealth Management
Illinois
$4.93M -$2.1M -46,965 -30%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$4.63M +$4.63M +103,581 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.6M -$167K -3,744 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.85M +$2.7M +60,307 +235%
BWM
18
BCS Wealth Management
Tennessee
$3.74M +$47.4K +1,060 +1%
AAS
19
Avantax Advisory Services
Texas
$2.69M +$154K +3,438 +6%
VWA
20
Visionary Wealth Advisors
Illinois
$2.53M +$80.3K +1,796 +3%
LIG
21
Lokken Investment Group
Delaware
$2.25M +$88K +1,967 +4%
EFS
22
Econ Financial Services
Pennsylvania
$2.21M -$509K -11,390 -19%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$2.16M +$2.16M +48,278 New
SG
24
StoneX Group
New York
$2.06M +$93.2K +2,084 +5%
PFG
25
PAX Financial Group
Texas
$2.04M +$125K +2,793 +7%
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