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PHD

Pioneer Floating Rate Fund

Delisted

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

47 hedge funds and large institutions have $62.6M invested in Pioneer Floating Rate Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $43M → $62.6M (+$19.7M)

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

15.45% more ownership

Funds ownership: 35.38%50.83% (+15%)

4% less funds holding

Funds holding: 4947 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
17
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
26
Yakira Capital Management
Connecticut
$339K +$337K +34,079 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$292K +$83.2K +8,402 +40%
UBS Group
28
UBS Group
Switzerland
$268K +$20.9K +2,115 +9%
RIL
29
Rothschild Investment LLC
Illinois
$240K -$6.93K -700 -3%
SMA
30
Seven Mile Advisory
New Jersey
$221K +$219K +22,139 New
MWM
31
Melfa Wealth Management
Massachusetts
$194K
FHA
32
Flagship Harbor Advisors
Massachusetts
$156K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$136K -$21.4K -2,158 -14%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$135K -$30.8K -3,111 -19%
HighTower Advisors
35
HighTower Advisors
Illinois
$133K +$703 +71 +0.5%
CIA
36
Capital Investment Advisors
Georgia
$127K -$3.79K -383 -3%
Stifel Financial
37
Stifel Financial
Missouri
$111K +$188 +19 +0.2%
Citadel Advisors
38
Citadel Advisors
Florida
$103K +$103K +10,373 New
KA
39
Kovack Advisors
Florida
$99.6K
MCM
40
MAI Capital Management
Ohio
$49.8K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$39.8K -$21.8K -2,205 -36%
GWSG
42
GPS Wealth Strategies Group
Colorado
$35.4K
BWL
43
Bogart Wealth LLC
Virginia
$26.9K
TH
44
TCTC Holdings
Texas
$22.4K
CA
45
CoreCap Advisors
Michigan
$16.9K +$16.8K +1,700 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$6.98K +$6.94K +701 New
HWP
47
Highline Wealth Partners
California
$6.97K +$6.93K +700 New
HNB
48
Huntington National Bank
Ohio
$20
Pathstone Holdings
49
Pathstone Holdings
New Jersey
-$1.7M -173,266 Closed
SIA
50
Sit Investment Associates
Minnesota
-$1.05M -106,873 Closed