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PIMCO Municipal Income Opportunities Active ETF

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

227% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $164M → $196M (+$31.9M)

7% more funds holding

Funds holding: 8490 (+6)

1.05% more ownership

Funds ownership: 69.01%70.06% (+1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.21%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$19.1M +$661K +14,639 +4%
LPL Financial
2
LPL Financial
California
$16.2M +$2.79M +61,715 +20%
WWM
3
Waterway Wealth Management
Texas
$12.5M +$2.28M +50,567 +22%
PAG
4
Private Advisor Group
New Jersey
$9.66M +$3.81M +84,376 +64%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$8.94M +$3.7M +81,892 +69%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.99M +$2.52M +55,832 +45%
Truist Financial
7
Truist Financial
North Carolina
$7.35M +$3.81M +84,301 +105%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.06M +$1.81M +40,092 +34%
CAM
9
Clarity Asset Management
Iowa
$6.77M +$122K +2,705 +2%
Jane Street
10
Jane Street
New York
$6.32M +$2.82M +62,356 +79%
NA
11
NewEdge Advisors
Louisiana
$6.06M +$598K +13,232 +11%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.17M +$1.42M +31,415 +37%
PWM
13
Paulson Wealth Management
Illinois
$5.15M +$8.77K +194 +0.2%
CWM
14
CarsonAllaria Wealth Management
Illinois
$4.93M -$2.12M -46,965 -30%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.63M +$4.68M +103,581 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.6M -$169K -3,744 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.85M +$2.72M +60,307 +235%
BWM
18
BCS Wealth Management
Tennessee
$3.74M +$47.9K +1,060 +1%
AAS
19
Avantax Advisory Services
Texas
$2.69M +$155K +3,438 +6%
VWA
20
Visionary Wealth Advisors
Illinois
$2.53M +$81.1K +1,796 +3%
LIG
21
Lokken Investment Group
Delaware
$2.25M +$88.9K +1,967 +4%
EFS
22
Econ Financial Services
Pennsylvania
$2.21M -$515K -11,390 -19%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$2.16M +$2.18M +48,278 New
SG
24
StoneX Group
New York
$2.06M +$94.2K +2,084 +5%
PFG
25
PAX Financial Group
Texas
$2.04M +$126K +2,793 +7%

MINO Hedge Fund Activity: Q1 2025 in Review

90 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q1 2025, worth a combined $196M — up 19% from $164M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MINO positions and 8 closed out — a net gain of 8 holders — while 49 added to existing stakes and 15 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $4.68M. The largest seller was Bridgewealth Advisory Group, cutting an estimated $3.37M.

  • 90 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q1 2025, up from 84 in Q4 2024.
  • Funds reported $196M of PIMCO Municipal Income Opportunities Active ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 16 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q1 2025 and 8 closed out, a net change of +8 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $4.68M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q1 2025 was Bridgewealth Advisory Group, an estimated $3.37M sold.

Based on aggregated 13F filings for Q1 2025.