PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

90 hedge funds and large institutions have $70.4M invested in PIMCO Income Strategy Fund II in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIP
1
HUB Investment Partners
Texas
$4.66M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.66M
3
AWM
3
Apollon Wealth Management
South Carolina
$485K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$900K
5
SF
5
Synovus Financial
Georgia
$1.09M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.33M
2
Cohen & Steers
2
Cohen & Steers
New York
$4.24M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.74M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Citigroup
5
Citigroup
New York
$32K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$179K +$3.57K +347 +2%
CAN
52
Claraphi Advisory Network
United States
$163K – – –
WS
53
Wedbush Securities
California
$161K – – –
PAG
54
Private Advisor Group
New Jersey
$156K -$8.56K -832 -5%
MIC
55
Meridian Investment Counsel
California
$152K – – –
WIA
56
Wealthstreet Investment Advisors
Texas
$150K – – –
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$141K -$85.6K -8,319 -38%
RFN
58
RDA Financial Network
Iowa
$141K – – –
CI
59
Conning Inc
Connecticut
$140K – – –
F
60
F3Logic
Minnesota
$140K +$52 +5 +0%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$129K – – –
WAAG
62
Wealth Alliance Advisory Group
Kansas
$123K – – –
CAN
63
Cetera Advisor Networks
California
$123K +$123K +11,955 New
AFP
64
Ausdal Financial Partners
Iowa
$121K -$11.7K -1,137 -9%
FSA
65
Financial Sense Advisors
California
$116K +$116K +11,242 New
CFS
66
Capital Financial Services
New York
$109K – – –
MML Investors Services
67
MML Investors Services
Massachusetts
$105K -$14.4K -1,406 -12%
MA
68
MONECO Advisors
Connecticut
$103K – – –
SWM
69
Spire Wealth Management
Virginia
$97K +$97K +9,428 New
SPIA
70
Steward Partners Investment Advisory
New York
$92.2K +$92.2K +8,966 New
FIA
71
FNY Investment Advisers
New York
$89K +$17.9K +1,738 +25%
GRP
72
Global Retirement Partners
California
$86K +$797 +78 +0.9%
HI
73
Harbour Investments
Wisconsin
$68K +$68K +6,648 New
SIS
74
Sound Income Strategies
Florida
$59.4K +$10.2K +990 +21%
BWA
75
BDO Wealth Advisors
Florida
$55K – – –
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3
4