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Putnam BDC Income ETF

43 hedge funds and large institutions have $56.2M invested in Putnam BDC Income ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
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
CCM
1
Condor Capital Management
New Jersey
$5.26M
Raymond James Financial
2
Raymond James Financial
Florida
$5.23M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.08M
EWA
4
Evolution Wealth Advisors
Florida
$4.16M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.59M
SPIA
6
Steward Partners Investment Advisory
New York
$3.21M
Corient Private Wealth
7
Corient Private Wealth
Florida
$2.85M
SFPG
8
Stonebridge Financial Planning Group
Florida
$2.81M
LPL Financial
9
LPL Financial
California
$2.62M
NFSG
10
Newbridge Financial Services Group
Florida
$1.85M
PFG
11
Prosperity Financial Group
California
$1.75M
HP
12
Haven Private
Florida
$1.66M
RA
13
RFG Advisory
Alabama
$1.38M
AWM
14
Apollon Wealth Management
South Carolina
$1.33M
SMC
15
Smith, Moore & Co
Missouri
$1.32M
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$1.23M
Osaic Holdings
17
Osaic Holdings
Arizona
$1.11M
3AM
18
3EDGE Asset Management
Florida
$1.06M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$827K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$700K
Brown Advisory
21
Brown Advisory
Maryland
$631K
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$617K
DWS
23
Discipline Wealth Solutions
South Carolina
$605K
PIA
24
Pinion Investment Advisors
Kansas
$577K
Jane Street
25
Jane Street
New York
$574K