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PHD

Pioneer Floating Rate Fund

Delisted

PHD was delisted on the 10th of October, 2025.

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.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

3% less capital invested

Capital invested by funds: $32.1M → $31.3M (-$824K)

1.27% less ownership

Funds ownership: 30.09%28.82% (-1.3%)

14% less funds holding

Funds holding: 4942 (-7)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

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 Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$257K -$20.4K -2,335 -7%
CIA
27
Capital Investment Advisors
Georgia
$180K -$14.8K -1,702 -8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$141K
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$131K
WS
30
Wedbush Securities
California
$128K -$10.9K -1,250 -8%
AUIM
31
Aegon USA Investment Management
Iowa
$119K
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$92K -$1.25K -144 -1%
LPL Financial
33
LPL Financial
California
$91.2K +$90.6K +10,400 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$51.7K
BWL
35
Bogart Wealth LLC
Virginia
$23.7K
TH
36
TCTC Holdings
Texas
$19.7K
SCA
37
Stonebridge Capital Advisors
Minnesota
$12.9K
GRP
38
Global Retirement Partners
California
$10.2K
GWM
39
Geneos Wealth Management
Colorado
$4.34K -$2.09K -240 -33%
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.94K
GI
41
Gradient Investments
Minnesota
$1.37K
HNB
42
Huntington National Bank
Ohio
$18
NA
43
NewEdge Advisors
Louisiana
$13 +$13.1K +1,500 New
WAM
44
Wolverine Asset Management
Illinois
-$1.44M -167,073 Closed
RCM
45
Rivernorth Capital Management
Florida
-$555K -64,330 Closed
LSC
46
Logan Stone Capital
Illinois
-$501K -58,152 Closed
LCM
47
Landscape Capital Management
New Jersey
-$314K -36,383 Closed
SCM
48
Saba Capital Management
New York
-$256K -29,673 Closed
QC
49
Quantedge Capital
Singapore
-$165K -19,100 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
-$152K -17,590 Closed