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.

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

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.98M
2
SFS
Shaker Financial Services
Virginia
-$1.22M
3
Bank of America
Bank of America
North Carolina
-$585K
4
VIA
Virtus Investment Advisers
Connecticut
-$318K
5
WAM
Wolverine Asset Management
Illinois
-$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
51
Shaker Financial Services
Virginia
– -$1.22M -128,727 Closed
LCM
52
Landscape Capital Management
New Jersey
– -$254K -26,842 Closed
WS
53
Wedbush Securities
California
– -$112K -11,850 Closed
GWP
54
Gen-Wealth Partners
Michigan
– -$3.95K -417 Closed
TRCT
55
Tower Research Capital (TRC)
New York
– -$379 -40 Closed
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