PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

39 hedge funds and large institutions have $31.8M invested in Pioneer Floating Rate Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$3.17M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$508K
3
LSPW
Lake Street Private Wealth
Illinois
$6.96M
4
CCFM
Clear Creek Financial Management
Washington
$1.36M
5
Stifel Financial
Stifel Financial
Missouri
$123K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.87M
2
Morgan Stanley
Morgan Stanley
New York
$1.52M
3
SIA
Sit Investment Associates
Minnesota
$463K
4
RP
Riverbridge Partners
Minnesota
$541K
5
VEA
Virtus ETF Advisers
New York
$695K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
1
Lake Street Private Wealth
Illinois
$6.96M +$374K +37,750 +6%
AAM
2
Advisors Asset Management
Colorado
$3.44M -$112K -11,323 -3%
GC
3
Guggenheim Capital
Illinois
$3.32M +$17.5K +1,766 +0.5%
Invesco
4
Invesco
Georgia
$3.17M +$586K +59,227 +23%
Bank of America
5
Bank of America
North Carolina
$2.87M -$266K -26,837 -8%
Morgan Stanley
6
Morgan Stanley
New York
$1.52M -$262K -26,458 -15%
CCFM
7
Clear Creek Financial Management
Washington
$1.36M +$133K +13,424 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$966K -$2.5K -252 -0.3%
SFS
9
Shaker Financial Services
Virginia
$938K -$20.1K -2,027 -2%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$845K -$25.7K -2,598 -3%
VEA
11
Virtus ETF Advisers
New York
$695K -$194K -19,570 -22%
Osaic Holdings
12
Osaic Holdings
Arizona
$595K -$27.7K -2,799 -4%
RP
13
Riverbridge Partners
Minnesota
$541K -$260K -26,298 -32%
UBS Group
14
UBS Group
Switzerland
$535K -$72.6K -7,334 -12%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$508K +$508K +51,360 New
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$497K – – –
SIA
17
Sit Investment Associates
Minnesota
$463K -$262K -26,412 -36%
Wells Fargo
18
Wells Fargo
California
$432K -$18.3K -1,850 -4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$259K +$228 +23 +0.1%
RIL
20
Rothschild Investment LLC
Illinois
$246K – – –
MWM
21
Melfa Wealth Management
Massachusetts
$209K -$101K -10,184 -33%
FHA
22
Flagship Harbor Advisors
Massachusetts
$184K +$184K +18,578 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$162K +$69 +7 +0%
LPL Financial
24
LPL Financial
California
$129K -$7.92K -800 -6%
CIA
25
Capital Investment Advisors
Georgia
$129K -$22.7K -2,292 -15%
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