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Putnam BDC Income ETF
PBDC

4 hedge funds and large institutions have $3.96M invested in Putnam BDC Income ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 2 → 4 (+2)

63.95% more ownership

Funds ownership: 0% → 63.95% (+64%)

20% more capital invested

Capital invested by funds: $3.31M → $3.96M (+$655K)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
+$256K
2
BAM
Belpointe Asset Management
Nevada
+$116K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$55.1K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1
Putnam Investments
Massachusetts
$3.37M – – –
AWS
2
AJ Wealth Strategies
New York
$249K +$256K +9,256 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$232K +$55.1K +1,997 +30%
BAM
4
Belpointe Asset Management
Nevada
$113K +$116K +4,200 New

PBDC Hedge Fund Activity: Q4 2022 in Review

4 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Putnam BDC Income ETF (PBDC) for Q4 2022, worth a combined $3.96M — up 20% from $3.31M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PBDC positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was AJ Wealth Strategies, opening a new position worth an estimated $256K.

  • 4 institutional investors held Putnam BDC Income ETF (PBDC) as of Q4 2022, up from 2 in Q3 2022.
  • Funds reported $3.96M of Putnam BDC Income ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 2 funds opened new Putnam BDC Income ETF positions in Q4 2022 and 0 closed out, a net change of +2 holders.
  • The largest Putnam BDC Income ETF buyer in Q4 2022 was AJ Wealth Strategies, an estimated $256K added.

Based on aggregated 13F filings for Q4 2022.