PHD

Pioneer Floating Rate Fund

42 hedge funds and large institutions have $31.3M invested in Pioneer Floating Rate Fund in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
42
Holders Change
-7
Holders Change %
-14.29%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.62M 413,313 +81,745 +25%
LSPW
2
Lake Street Private Wealth
Illinois
$3.35M 382,100 +124,850 +49%
Invesco
3
Invesco
Georgia
$2.65M 302,045 -31,797 -10%
Morgan Stanley
4
Morgan Stanley
New York
$1.87M 212,941 +10,668 +5%
1CP
5
1607 Capital Partners
Virginia
$1.77M 201,636 +800 +0.4%
WWM
6
Wagner Wealth Management
South Carolina
$1.68M 191,712 +28,003 +17%
GC
7
Guggenheim Capital
Illinois
$1.66M 189,168 -146,042 -44%
CCP
8
Clough Capital Partners
Massachusetts
$1.33M 151,754 +117,840 +347%
MC
9
Matisse Capital
Oregon
$1.07M 121,814
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.04M 118,738 +27,755 +31%
TFS
11
TrustCore Financial Services
Tennessee
$973K 110,982
CCFM
12
Clear Creek Financial Management
Washington
$942K 107,395 +3,953 +4%
FHA
13
Flagship Harbor Advisors
Massachusetts
$890K 101,479 -1,772 -2%
SFS
14
Shaker Financial Services
Virginia
$824K 93,031 -96,923 -51%
SIA
15
Sit Investment Associates
Minnesota
$814K 92,797 +81,377 +713%
Osaic Holdings
16
Osaic Holdings
Arizona
$759K 86,614 +28,252 +48%
RP
17
Riverbridge Partners
Minnesota
$748K 85,289 +2,461 +3%
Wells Fargo
18
Wells Fargo
California
$744K 84,804 +5,292 +7%
AA
19
AQR Arbitrage
Connecticut
$692K 78,912 +18,647 +31%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$675K 76,987 -45,564 -37%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$508K 57,915 +3,141 +6%
UBS Group
22
UBS Group
Switzerland
$418K 47,672 -3,964 -8%
CWM
23
Congress Wealth Management
Massachusetts
$366K 41,788
VEA
24
Virtus ETF Advisers
New York
$333K 37,951 -4,257 -10%
MWM
25
Melfa Wealth Management
Massachusetts
$288K 32,847 +32,847 New