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 %
GC
1
Guggenheim Capital
Illinois
$4.87M -$493K -47,059 -9%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.93M +$2.73M +260,537 +228%
LSPW
3
Lake Street Private Wealth
Illinois
$3.5M +$91.6K +8,750 +3%
Invesco
4
Invesco
Georgia
$3.16M -$217K -20,708 -6%
Bank of America
5
Bank of America
North Carolina
$2.43M +$160K +15,301 +7%
Morgan Stanley
6
Morgan Stanley
New York
$1.97M +$91.2K +8,713 +5%
FHA
7
Flagship Harbor Advisors
Massachusetts
$1.38M -$21.2K -2,020 -2%
SFS
8
Shaker Financial Services
Virginia
$1.2M +$631K +60,287 +111%
TFS
9
TrustCore Financial Services
Tennessee
$1.16M +$636K +60,751 +121%
CCFM
10
Clear Creek Financial Management
Washington
$1.02M -$460K -43,903 -31%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$990K +$126K +12,001 +15%
WWM
12
Wagner Wealth Management
South Carolina
$592K +$478K +45,622 +418%
UBS Group
13
UBS Group
Switzerland
$483K -$142K -13,615 -23%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$473K +$104K +9,893 +28%
VEA
15
Virtus ETF Advisers
New York
$472K +$108K +10,323 +30%
WAM
16
Wolverine Asset Management
Illinois
$451K +$451K +43,098 New
CWM
17
Congress Wealth Management
Massachusetts
$438K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$281K +$37.1K +3,544 +15%
CIA
19
Capital Investment Advisors
Georgia
$265K -$1.4K -134 -0.5%
Wells Fargo
20
Wells Fargo
California
$220K -$895K -85,681 -80%
RTS
21
Round Table Services
New Jersey
$182K – – –
WS
22
Wedbush Securities
California
$166K – – –
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$157K +$26.6K +2,531 +20%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$146K – – –
LCM
25
Landscape Capital Management
New Jersey
$146K +$146K +13,917 New
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