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PIMCO Municipal Income Opportunities Active ETF
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Overview Fund Activity

102 hedge funds and large institutions have $232M invested in PIMCO Municipal Income Opportunities Active ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+12
Holders Change %
+13.33%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
38
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
$18.3M
2
CSP
Cary Street Partners
Virginia
$7.06M
3
GM
GeoWealth Management
Illinois
$6.33M
4
AC
Asio Capital
Kentucky
$5.89M
5
WWM
Waterway Wealth Management
Texas
$16.6M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$317K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$57K
3
PAG
Private Advisor Group
New Jersey
$5.09M
4
Jane Street
Jane Street
New York
$2.15M
5
CAM
Clarity Asset Management
Iowa
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$21.3M +$2.44M +55,202 +13%
GVAG
2
Great Valley Advisor Group
Delaware
$18.3M +$18.3M +414,729 New
LPL Financial
3
LPL Financial
California
$16.9M +$845K +19,110 +5%
WWM
4
Waterway Wealth Management
Texas
$16.6M +$4.21M +95,113 +34%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$12.6M +$3.75M +84,798 +42%
Truist Financial
6
Truist Financial
North Carolina
$9.14M +$1.88M +42,501 +26%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.52M +$621K +14,050 +8%
NA
8
NewEdge Advisors
Louisiana
$7.68M +$1.69M +38,139 +28%
CSP
9
Cary Street Partners
Virginia
$7.06M +$7.06M +159,580 New
CWM
10
CarsonAllaria Wealth Management
Illinois
$6.45M +$1.57M +35,573 +32%
GM
11
GeoWealth Management
Illinois
$6.33M +$6.33M +143,132 New
AC
12
Asio Capital
Kentucky
$5.89M +$5.89M +133,265 New
Osaic Holdings
13
Osaic Holdings
Arizona
$5.66M -$1.44M -31,919 -20%
PAG
14
Private Advisor Group
New Jersey
$5.09M -$4.46M -100,913 -47%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.02M +$1.21M +27,452 +32%
CAM
16
Clarity Asset Management
Iowa
$3.93M -$2.76M -62,464 -41%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.78M -$768K -17,371 -17%
PWM
18
Paulson Wealth Management
Illinois
$2.94M -$2.15M -48,677 -42%
AAS
19
Avantax Advisory Services
Texas
$2.64M -$16.9K -381 -0.6%
VWA
20
Visionary Wealth Advisors
Illinois
$2.52M +$14.9K +337 +0.6%
BWM
21
BCS Wealth Management
Tennessee
$2.33M -$1.37M -30,928 -37%
Jane Street
22
Jane Street
New York
$2.15M -$4.11M -92,821 -66%
BAG
23
Bridgewealth Advisory Group
California
$2.15M +$1.25M +28,369 +141%
Raymond James Financial
24
Raymond James Financial
Florida
$2.13M +$181K +4,101 +9%
EFS
25
Econ Financial Services
Pennsylvania
$2.07M -$113K -2,560 -5%
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