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Putnam BDC Income ETF
PBDC

Overview Fund Activity

35 hedge funds and large institutions have $39.8M invested in Putnam BDC Income ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMC
1
Smith, Moore & Co
Missouri
$1.32M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$1.86M
3
RA
3
RFG Advisory
Alabama
$924K
4
NFSG
4
Newbridge Financial Services Group
Florida
$1.53M
5
AAS
5
Avantax Advisory Services
Texas
$1.89M

Top Sellers

1
PFG
1
Prosperity Financial Group
California
$1.93M
2
CCM
2
Condor Capital Management
New Jersey
$2.31M
3
3AM
3
3EDGE Asset Management
Florida
$1.65M
4
NS
4
NBC Securities
Alabama
$36
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Able Wealth Management
New Jersey
$306K -$18.2K -530 -6%
JWCA
27
J.W. Cole Advisors
Florida
$243K +$243K +7,071 New
Citadel Advisors
28
Citadel Advisors
Florida
$216K +$216K +6,265 New
AIM
29
Advyzon Investment Management
Illinois
$203K +$203K +5,895 New
Comerica Bank
30
Comerica Bank
Texas
$117K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$70K +$60K +1,743 +601%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$33.4K +$33.4K +969 New
Morgan Stanley
33
Morgan Stanley
New York
$10.4K +$10.4K +300 +30,000%
NS
34
NBC Securities
Alabama
$36 -$35.5K -985 -100%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$34 +$34 +1 New
1
2