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PHD

Pioneer Floating Rate Fund

Delisted

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

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 4 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.5% less ownership

Funds ownership: 31.44%25.94% (-5.5%)

7% less funds holding

Funds holding: 4239 (-3)

15% less capital invested

Capital invested by funds: $37.6M → $31.8M (-$5.81M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$126K -$46.9K -4,762 -27%
Stifel Financial
27
Stifel Financial
Missouri
$123K +$122K +12,381 New
WS
28
Wedbush Securities
California
$121K
AAS
29
Avantax Advisory Services
Texas
$120K -$3.09K -314 -3%
KA
30
Kovack Advisors
Florida
$99K +$98.5K +10,000 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$59.9K +$552 +56 +0.9%
GWSG
32
GPS Wealth Strategies Group
Colorado
$35.2K
BWL
33
Bogart Wealth LLC
Virginia
$26.7K
JIP
34
Jaffetilchin Investment Partners
Florida
$24.2K +$24.1K +2,443 New
TH
35
TCTC Holdings
Texas
$22.3K
VWM
36
Venturi Wealth Management
Texas
$17.6K
AWM
37
Avior Wealth Management
Nebraska
$11.4K -$30 -3 -0.3%
BCWM
38
Bartlett & Co Wealth Management
Ohio
$7.42K
GWP
39
Gen-Wealth Partners
Michigan
$4.09K
HNB
40
Huntington National Bank
Ohio
$20
PAG
41
Private Advisor Group
New Jersey
-$128K -13,214 Closed
AIA
42
Absolute Investment Advisers
Florida
-$117K -12,115 Closed
QL
43
Quarry LP
New York
-$54.7K -5,659 Closed
BCMLT
44
Beacon Capital Management LLC (Tennessee)
Tennessee
-$4.34K -449 Closed
GI
45
Gradient Investments
Minnesota
-$1.51K -157 Closed
TRCT
46
Tower Research Capital (TRC)
New York
-$1.22K -126 Closed