
PIMCO Municipal Income Opportunities is an exchange-traded fund on ARCA. As of Q3 2025, 109 institutional investors hold shares in this ETF, with total holdings valued at $264.7M. LPL Financial LLC is the largest holder with a position valued at $26.4M.
Overview of institutional ownership in MINO as of Q3 2025
Institutions with the largest positions in MINO as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $26.4M 0.01% of portfolio |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | $25.2M 0.51% of portfolio |
CWM, LLC RIA/Wealth | $23.4M 0.07% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $13.7M 0.00% of portfolio |
Kovitz Investment Group Partners, LLC RIA/Wealth | $12.7M 0.05% of portfolio |
$10.7M 0.02% of portfolio | |
A Advisor Group Holdings, Inc. Institution | $8.4M 0.01% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $7.9M 0.04% of portfolio |
BB&T CORP Institution | $7.8M 0.01% of portfolio |
C CARY STREET PARTNERS FINANCIAL LLC Institution | $7.4M 0.19% of portfolio |
Institutional buying and selling activity for MINO in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$9.0M +199.6K shares |
+$8.7M +192.1K shares | |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | +$6.5M +142.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$5.0M +109.9K shares |
SEVEN MILE ADVISORY RIA/Wealth | +$3.6M +80.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$2.3M +49.9K shares |
C Cardinal Point Capital Management, ULC Hedge Fund•Value | +$1.8M +39.6K shares |
CWM, LLC RIA/Wealth | +$1.6M +34.6K shares |
PFG Private Wealth Management, LLC RIA/Wealth | +$1.5M +32.3K shares |
Cetera Investment Advisers RIA/Wealth | +$1.4M +30.7K shares |
| Institution | Net Sold |
|---|---|
Waterway Wealth Management, LLC RIA/Wealth | −$14.8M −326.0K shares |
ABLE Financial Group, LLC RIA/Wealth | −$1.8M −38.9K shares |
J JANE STREET GROUP, LLC Institution | −$1.6M −34.7K shares |
BB&T CORP Institution | −$1.6M −34.5K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.0M −22.9K shares |
−$778.7K −17.6K shares | |
F FLOW TRADERS U.S. LLC Institution | −$760.6K −17.2K shares |
−$719.7K −15.9K shares | |
Kestra Advisory Services, LLC RIA/Wealth | −$657.7K −14.9K shares |
INTL FCSTONE INC. Institution | −$625.3K −13.8K shares |
Institutions that initiated new positions or completely exited MINO in Q3 2025
| Institution | Position Value |
|---|---|
SEVEN MILE ADVISORY RIA/Wealth | $3.6M 80.2K shares |
C Cardinal Point Capital Management, ULC Hedge Fund•Value | $1.8M 39.6K shares |
PFG Private Wealth Management, LLC RIA/Wealth | $1.5M 32.3K shares |
ORG Partners LLC RIA/Wealth | $990.3K 21.9K shares |
Park Capital Management, LLC / WI RIA/Wealth | $682.5K 15.1K shares |
BAM Wealth Management, LLC RIA/Wealth | $645.4K 14.2K shares |
Pure Financial Advisors, Inc. RIA/Wealth | $541.5K 12.0K shares |
ProVise Management Group, LLC RIA/Wealth | $529.1K 11.7K shares |
T TECTONIC ADVISORS LLC RIA/Wealth | $453.1K 10.0K shares |
S Smith Thornton Advisors LLC RIA/Wealth | $251.7K 5.6K shares |
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.0M 22.9K shares |
$778.7K 17.6K shares | |
F FLOW TRADERS U.S. LLC Institution | $760.6K 17.2K shares |
Kestra Advisory Services, LLC RIA/Wealth | $657.7K 14.9K shares |
B BLAIR WILLIAM & CO/IL Institution | $82.3K 1.9K shares |
Sunbelt Securities, Inc. RIA/Wealth | $24.6K 546.0 shares |
Briaud Financial Planning, Inc RIA/Wealth | $24.2K 546.0 shares |
Institutions with the largest Call and Put options positions in MINO as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with MINO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
CarsonAllaria Wealth Management, Ltd. RIA/Wealth | 3.29% $6.3M |
Clarity Asset Management, Inc. RIA/Wealth | 2.37% $4.2M |
Laurel Wealth Planning LLC RIA/Wealth | 1.11% $2.1M |
E Econ Financial Services Corp Institution | 1.06% $2.1M |
S Sprinkle Financial Consultants LLC RIA/Wealth | 1.01% $1.8M |
Asio Capital, LLC RIA/Wealth | 0.95% $6.3M |
V VIAWEALTH, LLC RIA/Wealth | 0.93% $1.7M |
Cove Street Capital, LLC Hedge Fund•Value | 0.82% $619.2K |
Arrowroot Family Office, LLC Family Office | 0.78% $1.9M |
Paulson Wealth Management Inc. RIA/Wealth | 0.74% $3.1M |
Discover hedge funds investing in MINO

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $204.2M | 23.62% | |
Software - Infrastructure Technology | $77.7M | 8.98% | |
Semiconductors Technology | $56.6M | 6.54% |
We use cookies for analytics. See our Privacy and Cookie Policy.