PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

49 hedge funds and large institutions have $32.1M invested in Pioneer Floating Rate Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSPW
1
Lake Street Private Wealth
Illinois
$2.22M
2
RCM
2
Rivernorth Capital Management
Florida
$555K
3
Wells Fargo
3
Wells Fargo
California
$686K
4
CCP
4
Clough Capital Partners
Massachusetts
$292K
5
1CP
5
1607 Capital Partners
Virginia
$1.73M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$1.06M
2
GC
2
Guggenheim Capital
Illinois
$2.89M
3
AC
3
Almitas Capital
California
$0
4
WAM
4
Wolverine Asset Management
Illinois
$1.44M
5
SG
5
StoneX Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$2.89M 335,210 -32,635 -9%
Invesco
2
Invesco
Georgia
$2.88M 333,842 +1,143 +0.3%
Bank of America
3
Bank of America
North Carolina
$2.86M 331,568 +18,265 +6%
LSPW
4
Lake Street Private Wealth
Illinois
$2.22M 257,250 +169,000 +192%
Morgan Stanley
5
Morgan Stanley
New York
$1.74M 202,273 -7,072 -3%
1CP
6
1607 Capital Partners
Virginia
$1.73M 200,836 +26,230 +15%
SFS
7
Shaker Financial Services
Virginia
$1.64M 189,954 +11,029 +6%
WAM
8
Wolverine Asset Management
Illinois
$1.44M 167,073 -18,644 -10%
WWM
9
Wagner Wealth Management
South Carolina
$1.41M 163,709 +15,822 +11%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.06M 122,551 -194,452 -61%
MC
11
Matisse Capital
Oregon
$1.05M 121,814 +21,060 +21%
TFS
12
TrustCore Financial Services
Tennessee
$957K 110,982 – –
CCFM
13
Clear Creek Financial Management
Washington
$892K 103,442 +4,379 +4%
FHA
14
Flagship Harbor Advisors
Massachusetts
$890K 103,251 -300 -0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$784K 90,983 -4,744 -5%
RP
16
Riverbridge Partners
Minnesota
$714K 82,828 +2,791 +3%
Wells Fargo
17
Wells Fargo
California
$686K 79,512 +42,480 +115%
RCM
18
Rivernorth Capital Management
Florida
$555K 64,330 +64,330 New
AA
19
AQR Arbitrage
Connecticut
$519K 60,265 +24,691 +69%
Osaic Holdings
20
Osaic Holdings
Arizona
$503K 58,362 +7,683 +15%
LSC
21
Logan Stone Capital
Illinois
$501K 58,152 +12,664 +28%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$472K 54,774 -133 -0.2%
UBS Group
23
UBS Group
Switzerland
$445K 51,636 +3,746 +8%
VEA
24
Virtus ETF Advisers
New York
$364K 42,208 -9,290 -18%
CWM
25
Congress Wealth Management
Massachusetts
$360K 41,788 – –
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