PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

49 hedge funds and large institutions have $43M invested in Pioneer Floating Rate Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
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 Holding Trade Value Shares
Change 		Shares
Change %
RIL
26
Rothschild Investment LLC
Illinois
$244K – – –
UBS Group
27
UBS Group
Switzerland
$243K -$202K -20,559 -45%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$205K +$206 +21 +0.1%
QL
29
Quarry LP
New York
$196K +$196K +19,934 New
MWM
30
Melfa Wealth Management
Massachusetts
$191K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$163K +$163K +16,631 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$155K +$59 +6 +0%
FHA
33
Flagship Harbor Advisors
Massachusetts
$154K -$28.2K -2,870 -15%
HighTower Advisors
34
HighTower Advisors
Illinois
$131K +$2.1K +214 +2%
CIA
35
Capital Investment Advisors
Georgia
$129K +$324 +33 +0.3%
XT
36
XTX Topco
Cayman Islands
$128K +$128K +13,080 New
AAS
37
Avantax Advisory Services
Texas
$117K -$8.5K -866 -7%
LPL Financial
38
LPL Financial
California
$116K -$29.6K -3,014 -20%
Stifel Financial
39
Stifel Financial
Missouri
$110K +$2.12K +216 +2%
KA
40
Kovack Advisors
Florida
$98.2K – – –
Raymond James Financial
41
Raymond James Financial
Florida
$95.6K -$116K -11,857 -55%
WAM
42
Wolverine Asset Management
Illinois
$78.9K -$298K -30,390 -79%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$60.9K +$501 +51 +0.8%
MCM
44
MAI Capital Management
Ohio
$49.1K – – –
GWSG
45
GPS Wealth Strategies Group
Colorado
$34.9K – – –
BWL
46
Bogart Wealth LLC
Virginia
$26.5K – – –
TH
47
TCTC Holdings
Texas
$22.1K – – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$1.26K +$1.26K +128 New
SPIA
49
Steward Partners Investment Advisory
New York
$324 +$324 +33 New
HNB
50
Huntington National Bank
Ohio
$20 -$19 – –
1
2
3