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PIMCO Municipal Income Opportunities Active ETF
MINO

136 hedge funds and large institutions have $341M invested in PIMCO Municipal Income Opportunities Active ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

274% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 19

29% more capital invested

Capital invested by funds: $265M → $341M (+$75.9M)

25% more funds holding

Funds holding: 109 → 136 (+27)

0.15% more ownership

Funds ownership: 74.41% → 74.56% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
71
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPCM
Cardinal Point Capital Management
Ontario, Canada
+$23.5M
2
LPL Financial
LPL Financial
California
+$16M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$13.2M
4
BAG
Bridgewealth Advisory Group
California
+$3.78M
5
SN
Sittner & Nelson
Oregon
+$3.12M

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$12.7M
2
PAG
Private Advisor Group
New Jersey
-$4.84M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.12M
4
GVAG
Great Valley Advisor Group
Delaware
-$3.83M
5
HW
Hedeker Wealth
Illinois
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$42.3M +$16M +351,361 +60%
CPCM
2
Cardinal Point Capital Management
Ontario, Canada
$25.3M +$23.5M +515,858 +1,303%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$24.2M +$861K +18,915 +4%
GVAG
4
Great Valley Advisor Group
Delaware
$21.4M -$3.83M -84,167 -15%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$13.1M +$13.2M +289,744 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$188K +4,142 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.93M +$1.48M +32,448 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.61M -$4.12M -90,491 -30%
NA
9
NewEdge Advisors
Louisiana
$9.23M +$1.35M +29,747 +17%
Truist Financial
10
Truist Financial
North Carolina
$7.83M +$27.8K +610 +0.4%
CSP
11
Cary Street Partners
Virginia
$7.49M +$132K +2,894 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.47M +$2.37M +52,083 +46%
Raymond James Financial
13
Raymond James Financial
Florida
$7.02M +$2.58M +56,755 +58%
CWM
14
CarsonAllaria Wealth Management
Illinois
$6.98M +$662K +14,560 +10%
GM
15
GeoWealth Management
Illinois
$6.68M -$42K -923 -0.6%
AC
16
Asio Capital
Kentucky
$6.6M +$234K +5,145 +4%
BAG
17
Bridgewealth Advisory Group
California
$6.02M +$3.78M +82,989 +167%
SN
18
Sittner & Nelson
Oregon
$4.81M +$3.12M +68,516 +187%
CAM
19
Clarity Asset Management
Iowa
$4.33M +$107K +2,342 +3%
BWM
20
BCS Wealth Management
Tennessee
$3.76M +$1.83M +40,278 +94%
SMA
21
Seven Mile Advisory
New Jersey
$3.64M – – –
PWM
22
Paulson Wealth Management
Illinois
$3.55M +$432K +9,491 +14%
TIM
23
Tortoise Investment Management
New York
$3.28M +$2.19M +48,130 +199%
VWA
24
Visionary Wealth Advisors
Illinois
$3.14M +$134K +2,951 +4%
AIA
25
AssuredPartners Investment Advisors
Florida
$3.1M +$2.68M +58,887 +624%
1
2 3 4 5

MINO Hedge Fund Activity: Q4 2025 in Review

136 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Opportunities Active ETF (MINO) for Q4 2025, worth a combined $341M — up 29% from $265M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MINO positions and 8 closed out — a net gain of 29 holders — while 71 added to existing stakes and 19 trimmed.

The largest buyer was Cardinal Point Capital Management, adding an estimated $23.5M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $12.7M sold.

  • 136 institutional investors held PIMCO Municipal Income Opportunities Active ETF (MINO) as of Q4 2025, up from 109 in Q3 2025.
  • Funds reported $341M of PIMCO Municipal Income Opportunities Active ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 37 funds opened new PIMCO Municipal Income Opportunities Active ETF positions in Q4 2025 and 8 closed out, a net change of +29 holders.
  • The largest PIMCO Municipal Income Opportunities Active ETF buyer in Q4 2025 was Cardinal Point Capital Management, an estimated $23.5M added.
  • The largest PIMCO Municipal Income Opportunities Active ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2025.