PBDC icon

Putnam BDC Income ETF
PBDC

Overview Fund Activity

28 hedge funds and large institutions have $30.9M invested in Putnam BDC Income ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFSG
1
Newbridge Financial Services Group
Florida
$1.07M
2
CCM
2
Condor Capital Management
New Jersey
$2.33M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$1.07M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$684K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$554K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.42M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$0
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$969K
4
CCG
4
Catalina Capital Group
California
$0
5
BCA
5
Bay Colony Advisors
Massachusetts
$387K
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
26
NBC Securities
Alabama
$33K +$33K +986 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$10K +$10K +290 New
Morgan Stanley
28
Morgan Stanley
New York
$41 +$41 +1 New
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
– -$805K -23,265 Closed
CCG
30
Catalina Capital Group
California
– -$303K -8,742 Closed
FFO
31
Fortitude Family Office
Arizona
– -$39.2K -1,132 Closed
1
2