PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

48 hedge funds and large institutions have $42.8M invested in Pioneer Floating Rate Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$3.32M
2
SCM
2
Saba Capital Management
New York
$3.14M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$1.41M
4
CL
4
CSS LLC
Illinois
$717K
5
AIA
5
Absolute Investment Advisers
Florida
$699K

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$1.7M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Bank of America
3
Bank of America
North Carolina
$1.91M
4
VIA
4
Virtus Investment Advisers
Connecticut
$783K
5
WAM
5
Wolverine Asset Management
Illinois
$78.9K
Name Market Value Shares Shares
Change 		Shares
Change %
LSPW
1
Lake Street Private Wealth
Illinois
$6.74M 686,650 +3,050 +0.4%
AAM
2
Advisors Asset Management
Colorado
$3.37M 342,948 -2,439 -0.7%
AC
3
Almitas Capital
California
$3.32M 338,368 +338,368 New
Invesco
4
Invesco
Georgia
$3.3M 336,488 -10,241 -3%
SCM
5
Saba Capital Management
New York
$3.14M 319,614 +319,614 New
GC
6
Guggenheim Capital
Illinois
$2.2M 224,400 +5,263 +2%
EFG
7
Ethos Financial Group
Pennsylvania
$2.1M 213,365 -2,062 -1%
Bank of America
8
Bank of America
North Carolina
$1.91M 194,369 -59,561 -23%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$1.7M 173,266 -201,898 -54%
CCFM
10
Clear Creek Financial Management
Washington
$1.7M 173,155 +29,380 +20%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$1.41M 144,085 +144,085 New
Morgan Stanley
12
Morgan Stanley
New York
$1.3M 132,658 +4,282 +3%
SIA
13
Sit Investment Associates
Minnesota
$1.05M 106,873 +60,122 +129%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$880K 89,616 -9,544 -10%
VIA
15
Virtus Investment Advisers
Connecticut
$783K 79,711 -32,411 -29%
CL
16
CSS LLC
Illinois
$717K 73,012 +73,012 New
AIA
17
Absolute Investment Advisers
Florida
$699K 71,220 +71,220 New
Osaic Holdings
18
Osaic Holdings
Arizona
$689K 71,235 -322 -0.4%
RP
19
Riverbridge Partners
Minnesota
$612K 62,293 +2,423 +4%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$502K 51,161 +930 +2%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$479K 48,795 – –
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$446K 45,406 +45,406 New
Wells Fargo
23
Wells Fargo
California
$415K 42,249 +921 +2%
Cohen & Steers
24
Cohen & Steers
New York
$393K 40,000 +40,000 New
LSC
25
Logan Stone Capital
Illinois
$370K 37,707 +37,707 New
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