PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

39 hedge funds and large institutions have $30.6M invested in Pioneer Floating Rate Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.93M
2
TFS
TrustCore Financial Services
Tennessee
$1.16M
3
SFS
Shaker Financial Services
Virginia
$1.2M
4
WWM
Wagner Wealth Management
South Carolina
$592K
5
WAM
Wolverine Asset Management
Illinois
$451K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$220K
2
GC
Guggenheim Capital
Illinois
$4.87M
3
CCFM
Clear Creek Financial Management
Washington
$1.02M
4
HF
HRT Financial
New York
$0
5
Invesco
Invesco
Georgia
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$142K +$142K +13,595 New
AWM
27
Axxcess Wealth Management
California
$122K -$30.5K -2,917 -20%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$75K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$62K – – –
BWL
30
Bogart Wealth LLC
Virginia
$28K +$28K +2,700 New
TH
31
TCTC Holdings
Texas
$24K – – –
WAM
32
Worth Asset Management
Texas
$21K +$21K +2,295 New
BAM
33
Byrne Asset Management
New Jersey
$17K – – –
SCA
34
Stonebridge Capital Advisors
Minnesota
$15K – – –
GRP
35
Global Retirement Partners
California
$11K +$11K +1,165 New
GWM
36
Geneos Wealth Management
Colorado
$7K – – –
BCMLT
37
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$5K +449 New
GI
38
Gradient Investments
Minnesota
$2K – – –
HF
39
HRT Financial
New York
– -$233K -20,106 Closed
CPC
40
Congress Park Capital
New York
– -$192K -16,500 Closed
Jane Street
41
Jane Street
New York
– -$176K -15,183 Closed
Goldman Sachs
42
Goldman Sachs
New York
– -$116K -10,000 Closed
ISSM
43
Invesco Senior Secured Management
New York
– -$81K -6,986 Closed
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