PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

50 hedge funds and large institutions have $31.5M invested in Pioneer Floating Rate Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
16
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$1.55M
2
WAM
2
Wolverine Asset Management
Illinois
$1.65M
3
MC
3
Matisse Capital
Oregon
$895K
4
WWM
4
Wagner Wealth Management
South Carolina
$1.31M
5
Bank of America
5
Bank of America
North Carolina
$2.78M

Top Sellers

1
LSPW
1
Lake Street Private Wealth
Illinois
$784K
2
GC
2
Guggenheim Capital
Illinois
$3.27M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.81M
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$920K
5
RTS
5
Round Table Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.27M 367,845 -97,459 -21%
Invesco
2
Invesco
Georgia
$2.96M 332,699 +30,932 +10%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.81M 317,003 -57,876 -15%
Bank of America
4
Bank of America
North Carolina
$2.78M 313,303 +81,726 +35%
Morgan Stanley
5
Morgan Stanley
New York
$1.86M 209,345 +21,612 +12%
WAM
6
Wolverine Asset Management
Illinois
$1.65M 185,717 +142,619 +331%
SFS
7
Shaker Financial Services
Virginia
$1.59M 178,925 +64,168 +56%
1CP
8
1607 Capital Partners
Virginia
$1.55M 174,606 +174,606 New
WWM
9
Wagner Wealth Management
South Carolina
$1.31M 147,887 +91,350 +162%
TFS
10
TrustCore Financial Services
Tennessee
$986K 110,982 – –
FHA
11
Flagship Harbor Advisors
Massachusetts
$920K 103,551 -27,938 -21%
MC
12
Matisse Capital
Oregon
$895K 100,754 +100,754 New
CCFM
13
Clear Creek Financial Management
Washington
$880K 99,063 +1,718 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$850K 95,727 +1,212 +1%
LSPW
15
Lake Street Private Wealth
Illinois
$784K 88,250 -246,125 -74%
RP
16
Riverbridge Partners
Minnesota
$711K 80,037 +80,037 New
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$488K 54,907 +9,718 +22%
VEA
18
Virtus ETF Advisers
New York
$457K 51,498 +6,457 +14%
Osaic Holdings
19
Osaic Holdings
Arizona
$450K 50,679 +23,862 +89%
UBS Group
20
UBS Group
Switzerland
$426K 47,890 +1,735 +4%
LSC
21
Logan Stone Capital
Illinois
$404K 45,488 +45,488 New
CWM
22
Congress Wealth Management
Massachusetts
$371K 41,788 – –
LCM
23
Landscape Capital Management
New Jersey
$368K 41,445 +27,528 +198%
Wells Fargo
24
Wells Fargo
California
$329K 37,032 +15,961 +76%
AA
25
AQR Arbitrage
Connecticut
$316K 35,574 +35,574 New
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