PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

102 hedge funds and large institutions have $79.9M invested in PIMCO Income Strategy Fund II in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
31
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.42M
2
RCM
2
Rivernorth Capital Management
Florida
$8.41M
3
EWA
3
EverSource Wealth Advisors
Alabama
$4.8M
4
PCM
4
Penserra Capital Management
California
$8.09M
5
SFS
5
Shaker Financial Services
Virginia
$1.61M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$196K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.38M
3
Ameriprise
3
Ameriprise
Minnesota
$2.99M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$909K
5
Bank of America
5
Bank of America
North Carolina
$856K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Semus Wealth Partners
Florida
$580K +$7.53K +1,045 +1%
CA
27
CoreCap Advisors
Michigan
$538K +$538K +74,585 New
CCFM
28
Clear Creek Financial Management
Washington
$526K +$22.9K +3,172 +5%
AC
29
Addison Capital
Pennsylvania
$487K -$2.04K -284 -0.4%
AWS
30
Atria Wealth Solutions
New York
$460K -$1.45K -200 -0.3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$432K +$40.6K +5,633 +10%
FA
32
Financial Alternatives
California
$426K – – –
GWM
33
Geneos Wealth Management
Colorado
$400K +$231K +32,076 +137%
SIMG
34
Sonora Investment Management Group
Arizona
$390K – – –
PA
35
Pinnacle Associates
New York
$375K – – –
Stifel Financial
36
Stifel Financial
Missouri
$363K -$880 -122 -0.2%
AWM
37
Apollon Wealth Management
South Carolina
$340K – – –
DADC
38
D.A. Davidson & Co
Montana
$313K – – –
AFG
39
Atomi Financial Group
New York
$301K +$7.21K +1,000 +2%
BRWA
40
B. Riley Wealth Advisors
Florida
$287K -$4.29K -589 -1%
MSFS
41
Main Street Financial Solutions
Pennsylvania
$283K +$8.67K +1,202 +3%
IC
42
IEQ Capital
California
$269K – – –
T
43
TNF
Montana
$259K -$19.6K -2,725 -7%
GM
44
GeoWealth Management
Illinois
$256K +$72.2K +10,000 +39%
Wells Fargo
45
Wells Fargo
California
$250K -$8.39K -1,163 -3%
SRC
46
Shufro Rose & Co
New York
$226K – – –
AAS
47
Ameritas Advisory Services
Nebraska
$226K -$10.9K -1,499 -5%
VCWA
48
Vanguard Capital Wealth Advisors
Colorado
$216K +$216K +30,000 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$210K -$10.6K -1,474 -5%
WLPWM
50
Walled Lake Planning & Wealth Management
Illinois
$199K +$100K +13,900 +101%
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