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PIMCO Municipal Income Opportunities Active ETF

109 hedge funds and large institutions have $265M invested in PIMCO Municipal Income Opportunities Active ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

51% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 35

13% more capital invested

Capital invested by funds: $235M → $265M (+$29.8M)

5% more funds holding

Funds holding: 104109 (+5)

0.78% more ownership

Funds ownership: 73.63%74.41% (+0.78%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
53
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.4M +$8.84M +199,616 +52%
GVAG
2
Great Valley Advisor Group
Delaware
$25.2M +$6.31M +142,529 +34%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$23.4M +$1.53M +34,644 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.7M +$4.87M +109,904 +57%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$12.7M -$154K -3,488 -1%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$10.7M +$8.51M +192,140 +438%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.41M +$279K +6,292 +3%
NA
8
NewEdge Advisors
Louisiana
$7.88M +$7.49K +169 +0.1%
Truist Financial
9
Truist Financial
North Carolina
$7.8M -$1.53M -34,516 -17%
CSP
10
Cary Street Partners
Virginia
$7.36M +$125K +2,823 +2%
GM
11
GeoWealth Management
Illinois
$6.72M +$229K +5,172 +4%
AC
12
Asio Capital
Kentucky
$6.34M +$297K +6,710 +5%
CWM
13
CarsonAllaria Wealth Management
Illinois
$6.32M -$283K -6,391 -4%
PAG
14
Private Advisor Group
New Jersey
$5.8M +$567K +12,808 +11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.11M -$30.6K -690 -0.6%
Raymond James Financial
16
Raymond James Financial
Florida
$4.45M +$2.21M +49,895 +103%
CAM
17
Clarity Asset Management
Iowa
$4.22M +$196K +4,432 +5%
SMA
18
Seven Mile Advisory
New Jersey
$3.63M +$3.55M +80,218 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.15M -$704K -15,885 -19%
PWM
20
Paulson Wealth Management
Illinois
$3.12M +$101K +2,275 +3%
VWA
21
Visionary Wealth Advisors
Illinois
$3M +$416K +9,395 +17%
BAG
22
Bridgewealth Advisory Group
California
$2.26M +$55.9K +1,263 +3%
WWM
23
Waterway Wealth Management
Texas
$2.19M -$14.4M -325,979 -87%
EFS
24
Econ Financial Services
Pennsylvania
$2.12M -$2.52K -57 -0.1%
LWP
25
Laurel Wealth Planning
Minnesota
$2.07M +$316K +7,127 +18%

MINO Hedge Fund Activity: Q3 2025 in Review

109 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q3 2025, worth a combined $265M — up 13% from $235M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MINO positions and 8 closed out — a net gain of 7 holders — while 53 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.84M. The largest seller was Waterway Wealth Management, cutting an estimated $14.4M.

  • 109 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q3 2025, up from 104 in Q2 2025.
  • Funds reported $265M of PIMCO Municipal Income Opportunities Active ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 15 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q3 2025 and 8 closed out, a net change of +7 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q3 2025 was LPL Financial, an estimated $8.84M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q3 2025 was Waterway Wealth Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2025.