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PHD

Pioneer Floating Rate Fund

Delisted

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

49 hedge funds and large institutions have $28.8M invested in Pioneer Floating Rate Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

17% more funds holding

Funds holding: 4249 (+7)

1.92% less ownership

Funds ownership: 28.82%26.9% (-1.9%)

8% less capital invested

Capital invested by funds: $31.3M → $28.8M (-$2.45M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$130K
UBS Group
27
UBS Group
Switzerland
$127K -$298K -33,047 -69%
WS
28
Wedbush Securities
California
$127K
LCM
29
Landscape Capital Management
New Jersey
$118K +$122K +13,546 New
AUIM
30
Aegon USA Investment Management
Iowa
$118K
LPL Financial
31
LPL Financial
California
$112K +$21.9K +2,433 +23%
Walleye Capital
32
Walleye Capital
New York
$96.2K +$99.7K +11,059 New
WAM
33
Wolverine Asset Management
Illinois
$95.1K +$98.5K +10,927 New
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$90K -$1.05K -117 -1%
AC
35
Almitas Capital
California
$87K +$90.1K +10,000 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$51.3K
GWSG
37
GPS Wealth Strategies Group
Colorado
$30.9K +$32K +3,555 New
BWL
38
Bogart Wealth LLC
Virginia
$23.5K
TH
39
TCTC Holdings
Texas
$19.6K
VWM
40
Venturi Wealth Management
Texas
$15.5K +$16K +1,780 New
NA
41
NewEdge Advisors
Louisiana
$13.1K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$13K +$13.5K +1,500 New
SCA
43
Stonebridge Capital Advisors
Minnesota
$12.8K
GWM
44
Geneos Wealth Management
Colorado
$4.31K
BCMLT
45
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.91K
BAM
46
Belpointe Asset Management
Nevada
$2.35K +$2.43K +270 New
FCA
47
Fortis Capital Advisors
Kansas
$2.35K +$2.43K +270 New
GI
48
Gradient Investments
Minnesota
$1.36K
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$140
HNB
50
Huntington National Bank
Ohio
$17