PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

41 hedge funds and large institutions have $37.4M invested in Pioneer Floating Rate Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
Relative Value Partners Group
$6.43M
2
AAM
Advisors Asset Management
Colorado
$3.47M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
$850K
4
LSPW
Lake Street Private Wealth
Illinois
$6.43M
5
VEA
Virtus ETF Advisers
New York
$868K

Top Sellers

1
AIA
Absolute Investment Advisers
Florida
$117K
2
AA
AQR Arbitrage
Connecticut
$0
3
QL
Quarry LP
New York
$54.7K
4
Osaic Holdings
Osaic Holdings
Arizona
$608K
5
Bank of America
Bank of America
North Carolina
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$128K +$128K +13,214 New
AAS
27
Avantax Advisory Services
Texas
$120K +$19.6K +2,030 +19%
WS
28
Wedbush Securities
California
$118K – – –
AIA
29
Absolute Investment Advisers
Florida
$117K -$1.21M -125,329 -91%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$57.9K +$541 +56 +0.9%
QL
31
Quarry LP
New York
$54.7K -$484K -50,105 -90%
GWSG
32
GPS Wealth Strategies Group
Colorado
$34.3K – – –
BWL
33
Bogart Wealth LLC
Virginia
$26.1K – – –
TH
34
TCTC Holdings
Texas
$21.7K – – –
VWM
35
Venturi Wealth Management
Texas
$17.2K – – –
AWM
36
Avior Wealth Management
Nebraska
$11.2K +$11.2K +1,157 New
BCWM
37
Bartlett & Co Wealth Management
Ohio
$7.25K – – –
BCMLT
38
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.34K – – –
GWP
39
Gen-Wealth Partners
Michigan
$4.03K – – –
GI
40
Gradient Investments
Minnesota
$1.51K – – –
TRCT
41
Tower Research Capital (TRC)
New York
$1.22K +$1.22K +126 New
HNB
42
Huntington National Bank
Ohio
$19 -$19 – –
AA
43
AQR Arbitrage
Connecticut
– -$547K -56,530 Closed
LCM
44
Landscape Capital Management
New Jersey
– -$168K -17,358 Closed
ZA
45
Zazove Associates
Nevada
– -$63K -6,511 Closed
GWM
46
Geneos Wealth Management
Colorado
– -$2.61K -270 Closed
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