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 %
LSPW
1
Lake Street Private Wealth
Illinois
$6.47M +$252K +26,575 +4%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$3.53M +$2.22M +235,667 +169%
Invesco
3
Invesco
Georgia
$3.28M +$2.25K +238 +0.1%
AAM
4
Advisors Asset Management
Colorado
$3.27M -$12.2K -1,291 -0.4%
Bank of America
5
Bank of America
North Carolina
$2.4M -$107K -11,284 -4%
GC
6
Guggenheim Capital
Illinois
$2.08M -$814K -85,973 -28%
EFG
7
Ethos Financial Group
Pennsylvania
$2.04M +$2.04M +215,427 New
CCFM
8
Clear Creek Financial Management
Washington
$1.36M +$6.69K +706 +0.5%
SFS
9
Shaker Financial Services
Virginia
$1.22M +$202K +21,281 +20%
Morgan Stanley
10
Morgan Stanley
New York
$1.22M +$93.8K +9,902 +8%
VIA
11
Virtus Investment Advisers
Connecticut
$1.06M +$1.06M +112,122 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$939K +$37.5K +3,962 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$678K +$3.05K +322 +0.5%
RP
14
Riverbridge Partners
Minnesota
$567K +$52.6K +5,557 +10%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$476K – – –
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$462K – – –
SIA
17
Sit Investment Associates
Minnesota
$443K – – –
UBS Group
18
UBS Group
Switzerland
$429K -$99.8K -10,541 -19%
Wells Fargo
19
Wells Fargo
California
$391K -$30.5K -3,223 -7%
WAM
20
Wolverine Asset Management
Illinois
$364K +$364K +38,425 New
LCM
21
Landscape Capital Management
New Jersey
$254K +$254K +26,842 New
RIL
22
Rothschild Investment LLC
Illinois
$235K – – –
Raymond James Financial
23
Raymond James Financial
Florida
$204K -$322 -34 -0.2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$197K -$7.39K -780 -4%
MWM
25
Melfa Wealth Management
Massachusetts
$185K -$15.7K -1,654 -8%
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