P
Pioneer Floating Rate Fund
PHD • NYSE
Pioneer Floating Rate Fund is a publicly traded company on NYSE. As of Q3 2025, 43 institutional investors hold shares in this company, with total holdings valued at $59.6M. ABSOLUTE INVESTMENT ADVISERS LLC is the largest holder with a position valued at $14.2M.
Websiteamundi.com
Overview
Overview of institutional ownership in PHD as of Q3 2025
All Institutions
- Institutions
- 43
- Value Held
- $59.6M
- Shares Held
- 6.0M
- Avg Position
- $1.4M
- Median Position
- $500.3K
Hedge Funds
- Hedge Funds
- 6
- Value Held
- $19.1M
- Shares Held
- 1.9M
- Avg Position
- $3.2M
- Median Position
- $636.2K
Biggest Investors
Institutions with the largest positions in PHD as of Q3 2025
| Institution | Position Value |
|---|---|
 ABSOLUTE INVESTMENT ADVISERS LLC Hedge Fund•Multi-Strategy | $14.2M 19.18% of portfolio |
 Almitas Capital LLC RIA/Wealth | $7.0M 1.60% of portfolio |
Q Quarry LP Institution | $5.3M 1.43% of portfolio |
 Kovitz Investment Group Partners, LLC RIA/Wealth | $3.6M 0.01% of portfolio |
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | $3.2M 0.11% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $3.1M 0.05% of portfolio |
 Invesco Ltd. ETF Provider | $2.5M 0.00% of portfolio |
 LAKE STREET FINANCIAL LLC RIA/Wealth | $2.3M 0.30% of portfolio |
 Ethos Financial Group, LLC RIA/Wealth | $2.0M 0.16% of portfolio |
 Clear Creek Financial Management, LLC RIA/Wealth | $2.0M 0.17% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PHD in Q3 2025
- Traded
- +$18.7M
- Buyers
- 23
- Sellers
- 21
- Total Bought
- +$29.2M
- Total Sold
- −$10.5M
- Avg Position
- $1.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
ABSOLUTE INVESTMENT ADVISERS LLC Hedge Fund•Multi-Strategy | +$13.5M +1.4M shares |
Q Quarry LP Institution | +$5.1M +511.7K shares |
Almitas Capital LLC RIA/Wealth | +$3.6M +361.6K shares |
Kovitz Investment Group Partners, LLC RIA/Wealth | +$2.2M +216.0K shares |
 ICON ADVISERS INC/CO Long Only Manager | +$1.3M +126.6K shares |
C CSS LLC/IL Institution | +$984.4K +98.8K shares |
 ADAPT WEALTH ADVISORS, LLC RIA/Wealth | +$877.8K +88.1K shares |
Y Yakira Capital Management, Inc. Hedge Fund•Event Driven | +$339.4K +34.1K shares |
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$292.2K +29.3K shares |
Clear Creek Financial Management, LLC RIA/Wealth | +$231.4K +23.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
LAKE STREET FINANCIAL LLC RIA/Wealth | −$4.5M −454.7K shares |
 Pathstone Holdings, LLC Family Office | −$1.7M −173.3K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$873.7K −87.7K shares |
Invesco Ltd. ETF Provider | −$862.0K −86.5K shares |
V Virtus Investment Advisers, Inc. Institution | −$782.8K −79.7K shares |
 RIVERBRIDGE PARTNERS LLC Long Only Manager | −$611.7K −62.3K shares |
Advisors Asset Management, Inc. ETF Provider | −$272.3K −27.3K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$207.7K −20.9K shares |
X XTX Topco Ltd Institution | −$128.4K −13.1K shares |
L LPL Financial LLC Institution | −$116.1K −11.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PHD in Q3 2025
- New Positions
- 6
- New Value
- $2.4M
- Exited Positions
- 10
- Exited Value
- $3.5M
New Positions
| Institution | Position Value |
|---|---|
ICON ADVISERS INC/CO Long Only Manager | $1.3M 126.6K shares |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | $877.8K 88.1K shares |
 SEVEN MILE ADVISORY RIA/Wealth | $220.5K 22.1K shares |
 CoreCap Advisors, LLC RIA/Wealth | $16.9K 1.7K shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $7.0K 700.0 shares |
 SIT INVESTMENT ASSOCIATES INC Long Only Manager | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Pathstone Holdings, LLC Family Office | $1.7M 173.3K shares |
V Virtus Investment Advisers, Inc. Institution | $782.8K 79.7K shares |
RIVERBRIDGE PARTNERS LLC Long Only Manager | $611.7K 62.3K shares |
X XTX Topco Ltd Institution | $128.4K 13.1K shares |
L LPL Financial LLC Institution | $116.1K 11.8K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $95.6K 9.7K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $78.9K 8.0K shares |
 JPMORGAN CHASE & CO Institution | $1.3K 128.0 shares |
$324.0 33.0 shares | |
SIT INVESTMENT ASSOCIATES INC Long Only Manager | - 106.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in PHD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PHD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ABSOLUTE INVESTMENT ADVISERS LLC Hedge Fund•Multi-Strategy | 19.18% $14.2M |
Almitas Capital LLC RIA/Wealth | 1.60% $7.0M |
Q Quarry LP Institution | 1.43% $5.3M |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | 0.34% $877.8K |
LAKE STREET FINANCIAL LLC RIA/Wealth | 0.30% $2.3M |
C CSS LLC/IL Institution | 0.30% $1.7M |
ICON ADVISERS INC/CO Long Only Manager | 0.28% $1.3M |
 Logan Stone Capital, LLC Hedge Fund•Long/Short | 0.25% $527.9K |
Clear Creek Financial Management, LLC RIA/Wealth | 0.17% $2.0M |
Ethos Financial Group, LLC RIA/Wealth | 0.16% $2.0M |
Hedge Fund Spotlight
Discover hedge funds investing in PHD
Logan Stone Capital, LLC
Hedge Fund • Long/Short
Portfolio ManagerMatthew Andrews Herman
- Portfolio Value
- $213.8M
- Positions
- 65
- Last Reported
- Q3 2025
Sector Allocation
P
Position in Pioneer Floating Rate Fund
- Market Value
- $527.9K
- Shares Held
- 53.0K
- Portfolio Weight
- 0.25%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $33.2M | 15.54% | |
Unknown Unknown | $22.8M | 10.65% | |
Entertainment Communication Services | $19.3M | 9.03% |
