PFN

PIMCO Income Strategy Fund II

108 hedge funds and large institutions have $100M invested in PIMCO Income Strategy Fund II in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
39
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
76
Shaker Financial Services
Virginia
$108K -$30.1K -4,151 -22%
CFA
77
Capstone Financial Advisors
Illinois
$104K
CI
78
Conning Inc
Connecticut
$98K
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$97.5K
GWM
80
Geneos Wealth Management
Colorado
$96.2K
GVAG
81
Great Valley Advisor Group
Delaware
$88.5K
WAAG
82
Wealth Alliance Advisory Group
Kansas
$86K
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$84.6K
AWA
84
Amplius Wealth Advisors
Pennsylvania
$78.9K
SWM
85
Spire Wealth Management
Virginia
$40.7K +$3.84K +536 +10%
GRP
86
Global Retirement Partners
California
$37.8K
HCM
87
Hollencrest Capital Management
California
$36.6K
SIS
88
Sound Income Strategies
Florida
$34.3K
Comerica Bank
89
Comerica Bank
Texas
$25.5K
PS
90
Principal Securities
Iowa
$16.8K
US Bancorp
91
US Bancorp
Minnesota
$16.1K +$1.79K +250 +13%
JFA
92
JNBA Financial Advisors
Minnesota
$15K +$15K +2,099 New
TWC
93
TD Waterhouse Canada
Ontario, Canada
$15K
CTA
94
Colonial Trust Advisors
South Carolina
$13.6K
GWSG
95
GPS Wealth Strategies Group
Colorado
$13.6K
SL
96
Salomon & Ludwin
Virginia
$10.4K
GI
97
GS Investments
Minnesota
$7.17K
IAIM
98
International Assets Investment Management
Florida
$7.17K +$7.17K +1,000 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$7K
CFD
100
Creative Financial Designs
Indiana
$6.35K