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Putnam BDC Income ETF

39 hedge funds and large institutions have $52.4M invested in Putnam BDC Income ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$6.38M
CCM
2
Condor Capital Management
New Jersey
$5.39M
EWA
3
Evolution Wealth Advisors
Florida
$4.49M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.47M
SPIA
5
Steward Partners Investment Advisory
New York
$3.26M
SFPG
6
Stonebridge Financial Planning Group
Florida
$2.96M
LPL Financial
7
LPL Financial
California
$2.75M
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.74M
AAS
9
Avantax Advisory Services
Texas
$2.03M
NFSG
10
Newbridge Financial Services Group
Florida
$1.95M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.83M
PFG
12
Prosperity Financial Group
California
$1.64M
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$1.44M
AWM
14
Apollon Wealth Management
South Carolina
$1.44M
SMC
15
Smith, Moore & Co
Missouri
$1.36M
3AM
16
3EDGE Asset Management
Florida
$1.13M
RA
17
RFG Advisory
Alabama
$888K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$828K
Osaic Holdings
19
Osaic Holdings
Arizona
$727K
Brown Advisory
20
Brown Advisory
Maryland
$672K
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$623K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$584K
DADC
23
D.A. Davidson & Co
Montana
$509K
MML Investors Services
24
MML Investors Services
Massachusetts
$456K
JWCA
25
J.W. Cole Advisors
Florida
$414K