PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

42 hedge funds and large institutions have $31.3M invested in Pioneer Floating Rate Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$3.17M
2
AIA
2
Absolute Investment Advisers
Florida
$1.33M
3
AAM
3
Advisors Asset Management
Colorado
$2.18M
4
LSPW
4
Lake Street Private Wealth
Illinois
$5.79M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.06M

Top Sellers

1
CCP
1
Clough Capital Partners
Massachusetts
$0
2
SIA
2
Sit Investment Associates
Minnesota
$910K
3
WWM
3
Wagner Wealth Management
South Carolina
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.63M
5
MC
5
Matisse Capital
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$164K -$7.59K -784 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$156K – – –
LPL Financial
28
LPL Financial
California
$150K +$2.76K +285 +2%
CAN
29
Cetera Advisor Networks
California
$129K +$129K +13,280 New
WS
30
Wedbush Securities
California
$119K -$9.71K -1,000 -8%
AAS
31
Avantax Advisory Services
Texas
$101K +$101K +10,430 New
ZA
32
Zazove Associates
Nevada
$63K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$57.5K +$358 +37 +0.6%
GWSG
34
GPS Wealth Strategies Group
Colorado
$34.4K – – –
BWL
35
Bogart Wealth LLC
Virginia
$26.1K – – –
TH
36
TCTC Holdings
Texas
$21.8K – – –
VWM
37
Venturi Wealth Management
Texas
$17.2K – – –
BCWM
38
Bartlett & Co Wealth Management
Ohio
$7.26K – – –
BCMLT
39
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.35K – – –
GWP
40
Gen-Wealth Partners
Michigan
$4.04K +$4.04K +417 New
GWM
41
Geneos Wealth Management
Colorado
$2.61K – – –
GI
42
Gradient Investments
Minnesota
$1.52K – – –
HNB
43
Huntington National Bank
Ohio
$19 -$18 – –
CCP
44
Clough Capital Partners
Massachusetts
– -$1.99M -217,409 Closed
WWM
45
Wagner Wealth Management
South Carolina
– -$1.44M -157,261 Closed
MC
46
Matisse Capital
Oregon
– -$742K -80,955 Closed
RCM
47
Robinson Capital Management
Michigan
– -$142K -15,455 Closed
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
– -$137K -14,949 Closed
1CP
49
1607 Capital Partners
Virginia
– -$131K -14,336 Closed
AUIM
50
Aegon USA Investment Management
Iowa
– -$124K -13,528 Closed
1
2
3