Pioneer Floating Rate FundXPHDX
13F holders, Q1 2025 (March 31)42holders +2
6new positions
4sold out
$9.46avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding Pioneer Floating Rate Fund (XPHDX) in their 13F filings, up 2 from Q4 2024. 6 opened new positions and 4 sold out. The largest holders were Lake Street Private Wealth, LLC ($6.5M), Pathstone Holdings, LLC ($3.5M) and Invesco Ltd. ($3.3M).
- Company
- Pioneer Floating Rate Fund
- CUSIP
- 72369J102
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.7M |
| Exits | 4 | $857K |
All 13F filers, Q4 2024 → Q1 2025: 701,048 shares bought and 203,697 shares sold, net +497,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Lake Street Private Wealth, LLC | 1.06% | Add +4.0% | 683,600 | $6.5M |
| Pathstone Holdings, LLC | 0.02% | Add +168.9% | 375,164 | $3.5M |
| Invesco Ltd. | 0.00% | Add +0.1% | 346,729 | $3.3M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -0.4% | 345,387 | $3.3M |
| Bank of America Corp. | 0.00% | Reduce -4.3% | 253,930 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Reduce -28.2% | 219,137 | $2.1M |
| Ethos Financial Group, LLC | 0.20% | New | 215,427 | $2.0M |
| Clear Creek Financial Management, LLC | 0.14% | Add +0.5% | 143,775 | $1.4M |
| Shaker Financial Services, LLC | 0.47% | Add +19.8% | 128,727 | $1.2M |
| Morgan Stanley | 0.00% | Add +8.4% | 128,376 | $1.2M |
| Virtus Investment Advisers, LLC | 0.29% | New | 112,122 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 99,160 | $939K |
| Osaic Holdings, Inc. | 0.00% | Add +0.5% | 71,557 | $678K |
| Riverbridge Partners LLC | 0.01% | Add +10.2% | 59,870 | $567K |
| Captrust Financial Advisors | 0.00% | No change | 50,231 | $476K |
| Fiera Capital Corp | 0.00% | No change | 48,795 | $462K |
| Sit Investment Associates Inc. | 0.01% | No change | 46,751 | $443K |
| UBS Group AG | 0.00% | Reduce -18.9% | 45,318 | $429K |
| Wells Fargo & Company | 0.00% | Reduce -7.2% | 41,328 | $391K |
| Wolverine Asset Management LLC | 0.03% | New | 38,425 | $364K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 26,842 | $254K |
| Rothschild Investment LLC | 0.02% | No change | 24,800 | $235K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 21,593 | $204K |
| Cetera Investment Advisers | 0.00% | Reduce -3.6% | 20,845 | $197K |
| Melfa Wealth Management, Inc. | 0.12% | Reduce -7.8% | 19,497 | $185K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 18,578 | $176K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 15,756 | $149K |
| LPL Financial LLC | 0.00% | Add +13.7% | 14,834 | $140K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 13,099 | $124K |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 13,097 | $124K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.8% | 12,821 | $121K |
| Wedbush Securities Inc. | 0.00% | Reduce -3.3% | 11,850 | $112K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 10,941 | $104K |
| Kovack Advisors, Inc. | 0.01% | No change | 10,000 | $95K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 6,154 | $58K |
| MAI Capital Management | 0.00% | No change | 5,000 | $47K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 3,555 | $34K |
| Bogart Wealth, LLC | 0.00% | No change | 2,700 | $26K |
| TCTC Holdings, LLC | 0.00% | No change | 2,250 | $21K |
| Noble Wealth Management PBC | 0.01% | New | 900 | $9K |
| Gen-Wealth Partners Inc | 0.00% | No change | 417 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 40 | $379 |
"% of holder's portfolio" is XPHDX's weight in each manager's 13F, not the share of Pioneer Floating Rate Fund the manager owns.