PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

39 hedge funds and large institutions have $31.8M invested in Pioneer Floating Rate Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$586K
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$508K
3
LSPW
Lake Street Private Wealth
Illinois
+$374K
4
CCFM
Clear Creek Financial Management
Washington
+$133K
5
Stifel Financial
Stifel Financial
Missouri
+$123K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$266K
2
Morgan Stanley
Morgan Stanley
New York
-$262K
3
SIA
Sit Investment Associates
Minnesota
-$262K
4
RP
Riverbridge Partners
Minnesota
-$260K
5
VEA
Virtus ETF Advisers
New York
-$194K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$126K -$47.4K -4,762 -27%
Stifel Financial
27
Stifel Financial
Missouri
$123K +$123K +12,381 New
WS
28
Wedbush Securities
California
$121K – – –
AAS
29
Avantax Advisory Services
Texas
$120K -$3.11K -314 -3%
KA
30
Kovack Advisors
Florida
$99K +$99K +10,000 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$59.9K +$554 +56 +0.9%
GWSG
32
GPS Wealth Strategies Group
Colorado
$35.2K – – –
BWL
33
Bogart Wealth LLC
Virginia
$26.7K – – –
JIP
34
Jaffetilchin Investment Partners
Florida
$24.2K +$24.2K +2,443 New
TH
35
TCTC Holdings
Texas
$22.3K – – –
VWM
36
Venturi Wealth Management
Texas
$17.6K – – –
AWM
37
Avior Wealth Management
Nebraska
$11.4K -$30 -3 -0.3%
BCWM
38
Bartlett & Co Wealth Management
Ohio
$7.43K – – –
GWP
39
Gen-Wealth Partners
Michigan
$4.1K – – –
HNB
40
Huntington National Bank
Ohio
$20 -$19 – –
PAG
41
Private Advisor Group
New Jersey
– -$128K -13,214 Closed
AIA
42
Absolute Investment Advisers
Florida
– -$117K -12,115 Closed
QL
43
Quarry LP
New York
– -$54.7K -5,659 Closed
BCMLT
44
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$4.34K -449 Closed
GI
45
Gradient Investments
Minnesota
– -$1.51K -157 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– -$1.22K -126 Closed
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