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
$1.7M
2
SFS
Shaker Financial Services
Virginia
$0
3
Bank of America
Bank of America
North Carolina
$1.91M
4
VIA
Virtus Investment Advisers
Connecticut
$783K
5
WAM
Wolverine Asset Management
Illinois
$78.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
1
Lake Street Private Wealth
Illinois
$6.74M +$30K +3,050 +0.4%
AAM
2
Advisors Asset Management
Colorado
$3.37M -$24K -2,439 -0.7%
AC
3
Almitas Capital
California
$3.32M +$3.32M +338,368 New
Invesco
4
Invesco
Georgia
$3.3M -$101K -10,241 -3%
SCM
5
Saba Capital Management
New York
$3.14M +$3.14M +319,614 New
GC
6
Guggenheim Capital
Illinois
$2.2M +$51.7K +5,263 +2%
EFG
7
Ethos Financial Group
Pennsylvania
$2.1M -$20.2K -2,062 -1%
Bank of America
8
Bank of America
North Carolina
$1.91M -$585K -59,561 -23%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$1.7M -$1.98M -201,898 -54%
CCFM
10
Clear Creek Financial Management
Washington
$1.7M +$289K +29,380 +20%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$1.41M +$1.41M +144,085 New
Morgan Stanley
12
Morgan Stanley
New York
$1.3M +$42K +4,282 +3%
SIA
13
Sit Investment Associates
Minnesota
$1.05M +$590K +60,122 +129%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$880K -$93.7K -9,544 -10%
VIA
15
Virtus Investment Advisers
Connecticut
$783K -$318K -32,411 -29%
CL
16
CSS LLC
Illinois
$717K +$717K +73,012 New
AIA
17
Absolute Investment Advisers
Florida
$699K +$699K +71,220 New
Osaic Holdings
18
Osaic Holdings
Arizona
$689K -$3.12K -322 -0.4%
RP
19
Riverbridge Partners
Minnesota
$612K +$23.8K +2,423 +4%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$502K +$9.13K +930 +2%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$479K – – –
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$446K +$446K +45,406 New
Wells Fargo
23
Wells Fargo
California
$415K +$9.04K +921 +2%
Cohen & Steers
24
Cohen & Steers
New York
$393K +$393K +40,000 New
LSC
25
Logan Stone Capital
Illinois
$370K +$370K +37,707 New
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