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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 $35.1M invested in Pioneer Floating Rate Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $31.1M → $35.1M (+$4.01M)

5% more funds holding

Funds holding: 4042 (+2)

4.02% more ownership

Funds ownership: 25.95%29.96% (+4%)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$176K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$149K +$48 +5 +0%
LPL Financial
28
LPL Financial
California
$140K +$17.2K +1,789 +14%
CIA
29
Capital Investment Advisors
Georgia
$124K +$307 +32 +0.2%
HighTower Advisors
30
HighTower Advisors
Illinois
$124K +$2.02K +210 +2%
AAS
31
Avantax Advisory Services
Texas
$121K +$8.91K +928 +8%
WS
32
Wedbush Securities
California
$112K -$3.84K -400 -3%
Stifel Financial
33
Stifel Financial
Missouri
$104K +$653 +68 +0.6%
KA
34
Kovack Advisors
Florida
$94.7K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$58.3K +$480 +50 +0.8%
MCM
36
MAI Capital Management
Ohio
$47.4K
GWSG
37
GPS Wealth Strategies Group
Colorado
$33.7K
BWL
38
Bogart Wealth LLC
Virginia
$25.6K
TH
39
TCTC Holdings
Texas
$21.3K
NWMP
40
Noble Wealth Management PBC
Colorado
$8.52K +$8.64K +900 New
GWP
41
Gen-Wealth Partners
Michigan
$3.95K
TRCT
42
Tower Research Capital (TRC)
New York
$379 +$384 +40 New
HNB
43
Huntington National Bank
Ohio
$19
VEA
44
Virtus ETF Advisers
New York
-$820K -84,736 Closed
AWM
45
Avior Wealth Management
Nebraska
-$17.4K -1,801 Closed
VWM
46
Venturi Wealth Management
Texas
-$17.2K -1,780 Closed
MW
47
Maia Wealth
Colorado
-$1.94K -200 Closed