PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

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
Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.57%
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
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.22M
2
EFG
Ethos Financial Group
Pennsylvania
+$2.04M
3
VIA
Virtus Investment Advisers
Connecticut
+$1.06M
4
WAM
Wolverine Asset Management
Illinois
+$364K
5
LCM
Landscape Capital Management
New Jersey
+$254K

Top Sellers

1
VEA
Virtus ETF Advisers
New York
-$820K
2
GC
Guggenheim Capital
Illinois
-$814K
3
Bank of America
Bank of America
North Carolina
-$107K
4
UBS Group
UBS Group
Switzerland
-$99.8K
5
Wells Fargo
Wells Fargo
California
-$30.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
26
Flagship Harbor Advisors
Massachusetts
$176K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$149K +$47 +5 +0%
LPL Financial
28
LPL Financial
California
$140K +$16.9K +1,789 +14%
CIA
29
Capital Investment Advisors
Georgia
$124K +$303 +32 +0.2%
HighTower Advisors
30
HighTower Advisors
Illinois
$124K +$1.99K +210 +2%
AAS
31
Avantax Advisory Services
Texas
$121K +$8.79K +928 +8%
WS
32
Wedbush Securities
California
$112K -$3.78K -400 -3%
Stifel Financial
33
Stifel Financial
Missouri
$104K +$644 +68 +0.6%
KA
34
Kovack Advisors
Florida
$94.7K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$58.3K +$474 +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 +$8.52K +900 New
GWP
41
Gen-Wealth Partners
Michigan
$3.95K – – –
TRCT
42
Tower Research Capital (TRC)
New York
$379 +$379 +40 New
HNB
43
Huntington National Bank
Ohio
$19 -$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
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