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PIMCO Municipal Income Opportunities Active ETF

143 hedge funds and large institutions have $417M invested in PIMCO Municipal Income Opportunities Active ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 23

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

22% more capital invested

Capital invested by funds: $341M → $417M (+$75.6M)

5% more funds holding

Funds holding: 136143 (+7)

0.63% more ownership

Funds ownership: 74.56%75.19% (+0.63%)

Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
25
Increased
87
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$48.3M +$6.17M +135,370 +15%
CPCM
2
Cardinal Point Capital Management
Ontario, Canada
$26.5M +$1.38M +30,320 +5%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$24.6M +$451K +9,889 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.4M +$12.9M +283,987 +134%
GVAG
5
Great Valley Advisor Group
Delaware
$22.3M +$897K +19,685 +4%
NA
6
NewEdge Advisors
Louisiana
$18.5M +$9.37M +205,603 +101%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$13.4M +$313K +6,861 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$11.5M +$4.56M +99,942 +65%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.6M -$294K -6,458 -3%
AC
10
Asio Capital
Kentucky
$8.53M +$1.99M +43,679 +30%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.31M +$871K +19,116 +12%
Truist Financial
12
Truist Financial
North Carolina
$7.81M +$5.2K +114 +0.1%
CSP
13
Cary Street Partners
Virginia
$7.49M +$28K +614 +0.4%
GM
14
GeoWealth Management
Illinois
$7.22M +$566K +12,422 +8%
CWM
15
CarsonAllaria Wealth Management
Illinois
$7.15M +$188K +4,124 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.06M +$3.85M +84,470 +170%
BAG
17
Bridgewealth Advisory Group
California
$5.88M -$114K -2,502 -2%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$5.26M -$5.64M -123,830 -52%
TIM
19
Tortoise Investment Management
New York
$4.96M +$1.71M +37,620 +52%
SN
20
Sittner & Nelson
Oregon
$4.7M -$52.9K -1,161 -1%
Morgan Stanley
21
Morgan Stanley
New York
$4.65M +$4.26M +93,436 +980%
Jane Street
22
Jane Street
New York
$4.52M +$1.88M +41,332 +70%
SFC
23
Sprinkle Financial Consultants
Colorado
$4.46M +$1.62M +35,445 +56%
PWM
24
Paulson Wealth Management
Illinois
$4.17M +$645K +14,147 +18%
WWM
25
Waterway Wealth Management
Texas
$4.13M +$1.73M +37,990 +71%