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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 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.45% less ownership

Funds ownership: 29.55%26.1% (-3.5%)

7% less capital invested

Capital invested by funds: $33.6M → $31.3M (-$2.28M)

13% less funds holding

Funds holding: 4842 (-6)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$164K -$7.47K -784 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$156K
LPL Financial
28
LPL Financial
California
$150K +$2.72K +285 +2%
CAN
29
Cetera Advisor Networks
California
$129K +$127K +13,280 New
WS
30
Wedbush Securities
California
$119K -$9.53K -1,000 -8%
AAS
31
Avantax Advisory Services
Texas
$101K +$99.4K +10,430 New
ZA
32
Zazove Associates
Nevada
$63K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$57.5K +$353 +37 +0.6%
GWSG
34
GPS Wealth Strategies Group
Colorado
$34.4K
BWL
35
Bogart Wealth LLC
Virginia
$26.1K
TH
36
TCTC Holdings
Texas
$21.8K
VWM
37
Venturi Wealth Management
Texas
$17.2K
BCWM
38
Bartlett & Co Wealth Management
Ohio
$7.26K
BCMLT
39
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.35K
GWP
40
Gen-Wealth Partners
Michigan
$4.04K +$3.97K +417 New
GWM
41
Geneos Wealth Management
Colorado
$2.61K
GI
42
Gradient Investments
Minnesota
$1.52K
HNB
43
Huntington National Bank
Ohio
$19
CCP
44
Clough Capital Partners
Massachusetts
-$1.99M -217,409 Closed
WWMSC
45
Wagner Wealth Management (South Carolina)
South Carolina
-$1.44M -157,261 Closed
MC
46
Matisse Capital
Oregon
-$742K -80,955 Closed
RCM
47
Robinson Capital Management
Michigan
-$142K -15,455 Closed
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
-$137K -14,949 Closed
1CP
49
1607 Capital Partners
Virginia
-$131K -14,336 Closed
AUIM
50
Aegon USA Investment Management
Iowa
-$124K -13,528 Closed