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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.

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
22
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$6.38M 188,406 +70,913 +60%
CCM
2
Condor Capital Management
New Jersey
$5.39M 159,241 +31,458 +25%
EWA
3
Evolution Wealth Advisors
Florida
$4.49M 132,620
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.47M 102,462 +3,008 +3%
SPIA
5
Steward Partners Investment Advisory
New York
$3.26M 96,475 +36,444 +61%
SFPG
6
Stonebridge Financial Planning Group
Florida
$2.96M 87,445 +1,543 +2%
LPL Financial
7
LPL Financial
California
$2.75M 81,218 +81,218 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.74M 81,114 +19,086 +31%
AAS
9
Avantax Advisory Services
Texas
$2.03M 60,063 +2,224 +4%
NFSG
10
Newbridge Financial Services Group
Florida
$1.95M 57,696 +1,354 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.83M 53,977 +5,200 +11%
PFG
12
Prosperity Financial Group
California
$1.64M 48,530 +3,810 +9%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$1.44M 42,446 +4,781 +13%
AWM
14
Apollon Wealth Management
South Carolina
$1.44M 42,413 +42,413 New
SMC
15
Smith, Moore & Co
Missouri
$1.36M 40,298 +1,787 +5%
3AM
16
3EDGE Asset Management
Florida
$1.13M 33,435 +1,531 +5%
RA
17
RFG Advisory
Alabama
$888K 26,231 -26,134 -50%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$828K 24,458 -7,381 -23%
Osaic Holdings
19
Osaic Holdings
Arizona
$727K 21,131 -5,622 -21%
Brown Advisory
20
Brown Advisory
Maryland
$672K 19,856
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$623K 18,400 +9,000 +96%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$584K 17,262 +1,228 +8%
DADC
23
D.A. Davidson & Co
Montana
$509K 15,036 +1,245 +9%
MML Investors Services
24
MML Investors Services
Massachusetts
$456K 13,487 +583 +5%
JWCA
25
J.W. Cole Advisors
Florida
$414K 12,244 +1,469 +14%