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PIMCO Municipal Income Opportunities Active ETF

104 hedge funds and large institutions have $235M invested in PIMCO Municipal Income Opportunities Active ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

20% more capital invested

Capital invested by funds: $196M → $235M (+$39.7M)

16% more funds holding

Funds holding: 90104 (+14)

3.57% more ownership

Funds ownership: 70.06%73.63% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
104
Holders Change
+14
Holders Change %
+15.56%
% 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
25
Increased
39
Reduced
32
Closed
10
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
$21.3M +$2.43M +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 +$842K +19,110 +5%
WWM
4
Waterway Wealth Management
Texas
$16.6M +$4.19M +95,113 +34%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$12.6M +$3.74M +84,798 +42%
Truist Financial
6
Truist Financial
North Carolina
$9.14M +$1.87M +42,501 +26%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.52M +$619K +14,050 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.98M +$990K +22,457 +14%
NA
9
NewEdge Advisors
Louisiana
$7.68M +$1.68M +38,139 +28%
CSP
10
Cary Street Partners
Virginia
$7.06M +$7.03M +159,580 New
CWM
11
CarsonAllaria Wealth Management
Illinois
$6.45M +$1.57M +35,573 +32%
GM
12
GeoWealth Management
Illinois
$6.33M +$6.31M +143,132 New
AC
13
Asio Capital
Kentucky
$5.89M +$5.87M +133,265 New
PAG
14
Private Advisor Group
New Jersey
$5.09M -$4.45M -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 -$2.75M -62,464 -41%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.78M -$766K -17,371 -17%
PWM
18
Paulson Wealth Management
Illinois
$2.94M -$2.15M -48,677 -42%
AAS
19
Avantax Advisory Services
Texas
$2.64M -$16.8K -381 -0.6%
VWA
20
Visionary Wealth Advisors
Illinois
$2.52M +$14.9K +337 +0.6%
BWM
21
BCS Wealth Management
Tennessee
$2.33M -$1.36M -30,928 -37%
Jane Street
22
Jane Street
New York
$2.15M -$4.09M -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%

MINO Hedge Fund Activity: Q2 2025 in Review

104 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q2 2025, worth a combined $235M — up 20% from $196M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MINO positions and 10 closed out — a net gain of 15 holders — while 39 added to existing stakes and 32 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $18.3M. The largest seller was HighTower Advisors, cutting an estimated $4.77M.

  • 104 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q2 2025, up from 90 in Q1 2025.
  • Funds reported $235M of PIMCO Municipal Income Opportunities Active ETF stock for Q2 2025, up 20% quarter-over-quarter.
  • 25 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q2 2025 and 10 closed out, a net change of +15 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q2 2025 was Great Valley Advisor Group, an estimated $18.3M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q2 2025 was HighTower Advisors, an estimated $4.77M sold.

Based on aggregated 13F filings for Q2 2025.