PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

40 hedge funds and large institutions have $31.1M invested in Pioneer Floating Rate Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$1.35M
2
Invesco
2
Invesco
Georgia
$3.35M
3
VEA
3
Virtus ETF Advisers
New York
$820K
4
SFS
4
Shaker Financial Services
Virginia
$1.04M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$689K

Top Sellers

1
LSPW
1
Lake Street Private Wealth
Illinois
$6.36M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.15M
3
GC
3
Guggenheim Capital
Illinois
$2.95M
4
Bank of America
4
Bank of America
North Carolina
$2.57M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
LSPW
1
Lake Street Private Wealth
Illinois
$6.36M 657,025 -46,325 -7%
AAM
2
Advisors Asset Management
Colorado
$3.36M 346,678 -858 -0.2%
Invesco
3
Invesco
Georgia
$3.35M 346,491 +25,857 +8%
GC
4
Guggenheim Capital
Illinois
$2.95M 305,110 -30,331 -9%
Bank of America
5
Bank of America
North Carolina
$2.57M 265,214 -24,987 -9%
CCFM
6
Clear Creek Financial Management
Washington
$1.38M 143,069 +5,542 +4%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$1.35M 139,497 +54,130 +63%
Morgan Stanley
8
Morgan Stanley
New York
$1.15M 118,474 -35,090 -23%
SFS
9
Shaker Financial Services
Virginia
$1.04M 107,446 +12,658 +13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$922K 95,198 -2,380 -2%
VEA
11
Virtus ETF Advisers
New York
$820K 84,736 +14,492 +21%
Osaic Holdings
12
Osaic Holdings
Arizona
$689K 71,235 +11,081 +18%
UBS Group
13
UBS Group
Switzerland
$541K 55,859 +1,778 +3%
RP
14
Riverbridge Partners
Minnesota
$526K 54,313 -383 -0.7%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$486K 50,231 – –
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$472K 48,795 -2,565 -5%
SIA
17
Sit Investment Associates
Minnesota
$453K 46,751 – –
Wells Fargo
18
Wells Fargo
California
$431K 44,551 +865 +2%
RIL
19
Rothschild Investment LLC
Illinois
$240K 24,800 – –
Raymond James Financial
20
Raymond James Financial
Florida
$209K 21,627 +21,627 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$209K 21,625 -4,500 -17%
MWM
22
Melfa Wealth Management
Massachusetts
$205K 21,151 – –
FHA
23
Flagship Harbor Advisors
Massachusetts
$180K 18,578 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$152K 15,751 -620 -4%
CIA
25
Capital Investment Advisors
Georgia
$126K 13,067 +36 +0.3%
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