HNW

Pioneer Diversified High Income Fund
HNW

Overview Fund Activity

28 hedge funds and large institutions have $28.7M invested in Pioneer Diversified High Income Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$4.34M
2
AAM
Advisors Asset Management
Colorado
$2.81M
3
Invesco
Invesco
Georgia
$483K
4
UBS Group
UBS Group
Switzerland
$214K
5
Ameriprise
Ameriprise
Minnesota
$1.7M

Top Sellers

1
KIM
Karpus Investment Management
New York
$11.9M
2
SFS
Shaker Financial Services
Virginia
$718K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
4
NFA
Northwest Financial Advisors
Virginia
$0
5
JIP
Jaffetilchin Investment Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$11.9M -$1.33M -112,699 -10%
SIA
2
Sit Investment Associates
Minnesota
$4.34M +$1.02M +86,806 +31%
AAM
3
Advisors Asset Management
Colorado
$2.81M +$965K +81,742 +52%
Ameriprise
4
Ameriprise
Minnesota
$1.7M +$101K +8,594 +6%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.29M +$92.7K +7,856 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.07M +$4.86K +412 +0.5%
SFS
7
Shaker Financial Services
Virginia
$718K -$555K -46,626 -44%
Raymond James Financial
8
Raymond James Financial
Florida
$638K +$638K +54,068 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$593K +$37.1K +3,142 +7%
NA
10
NewEdge Advisors
Louisiana
$543K +$39.6K +3,358 +8%
Invesco
11
Invesco
Georgia
$483K +$280K +23,730 +138%
Wells Fargo
12
Wells Fargo
California
$355K +$7.97K +675 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$310K +$10.7K +909 +4%
CL
14
Choreo LLC
Illinois
$300K +$65K +5,438 +28%
P
15
&Partners
Tennessee
$296K – – –
CCFM
16
Clear Creek Financial Management
Washington
$269K +$21.1K +1,788 +9%
SCM
17
Sterneck Capital Management
Missouri
$235K – – –
UBS Group
18
UBS Group
Switzerland
$214K +$116K +9,815 +118%
KA
19
Kovack Advisors
Florida
$155K +$590 +50 +0.4%
DWM
20
Dakota Wealth Management
Florida
$149K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$132K – – –
Morgan Stanley
22
Morgan Stanley
New York
$101K +$6.41K +543 +7%
SWM
23
Spire Wealth Management
Virginia
$60.9K +$3.02K +256 +5%
VHAM
24
Van Hulzen Asset Management
California
$25.8K +$25.8K +2,183 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$12.7K +$626 +53 +5%
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