PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

42 hedge funds and large institutions have $37.9M invested in Pioneer Floating Rate Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 17 closing their positions.

Holders
42
Holders Change
-9
Holders Change %
-17.65%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
16
Reduced
6
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$5.2M
2
LSPW
2
Lake Street Private Wealth
Illinois
$2.81M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.62M
4
Wells Fargo
4
Wells Fargo
California
$1.16M
5
Invesco
5
Invesco
Georgia
$5.11M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
CCFM
2
Clear Creek Financial Management
Washington
$0
3
SIA
3
Sit Investment Associates
Minnesota
$0
4
Nomura Holdings
4
Nomura Holdings
Japan
$0
5
RVPG
5
Relative Value Partners Group
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ISSM
1
Invesco Senior Secured Management
New York
$7.03M 613,094 – –
CIA
2
Capital Investment Advisors
Georgia
$5.2M 453,894 +376,935 +490%
Invesco
3
Invesco
Georgia
$5.11M 445,528 +65,229 +17%
GC
4
Guggenheim Capital
Illinois
$4.76M 414,885 +42,112 +11%
LSPW
5
Lake Street Private Wealth
Illinois
$2.81M 245,225 +200,475 +448%
Bank of America
6
Bank of America
North Carolina
$2.18M 190,071 +6,207 +3%
FHA
7
Flagship Harbor Advisors
Massachusetts
$1.63M 141,959 +10,590 +8%
Morgan Stanley
8
Morgan Stanley
New York
$1.62M 141,114 +109,129 +341%
TFS
9
TrustCore Financial Services
Tennessee
$1.27M 110,982 – –
Wells Fargo
10
Wells Fargo
California
$1.16M 101,344 +69,978 +223%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$532K 46,453 +27,139 +141%
SFS
12
Shaker Financial Services
Virginia
$509K 44,425 +33,916 +323%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$505K 44,058 -20,364 -32%
LCM
14
Landscape Capital Management
New Jersey
$385K 33,599 -49,203 -59%
VEA
15
Virtus ETF Advisers
New York
$331K 28,849 +4,059 +16%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$291K 25,384 +14,214 +127%
MIG
17
Mariner Investment Group
New York
$242K 21,100 +21,100 New
WWM
18
Wagner Wealth Management
South Carolina
$232K 20,215 -10 -0%
KAS
19
Kestra Advisory Services
Texas
$222K 19,339 -18,727 -49%
CPC
20
Congress Park Capital
New York
$189K 16,500 +16,500 New
RTS
21
Round Table Services
New Jersey
$184K 16,064 – –
UBS Group
22
UBS Group
Switzerland
$183K 15,941 +3,152 +25%
Osaic Holdings
23
Osaic Holdings
Arizona
$181K 15,808 -2,600 -14%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$165K 14,400 +2,800 +24%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$148K 13,000 +1,000 +8%
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