Putnam BDC Income ETF
PBDC
5 hedge funds and large institutions have $23.6M invested in Putnam BDC Income ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.
495% more capital invested
Capital invested by funds: $3.96M → $23.6M (+$19.6M)
25% more funds holding
Funds holding: 4 → 5 (+1)
18.83% more ownership
Funds ownership: 63.95% → 82.78% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$19.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$158K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.87K |
| 4 |
AWS
AJ Wealth Strategies
New York
|
+$1.95K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
1
Putnam Investments
Boston,
Massachusetts
| $22.8M | +$19.3M | +675,000 | +540% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $403K | +$158K | +5,524 | +64% |
|
|
AWS
3
AJ Wealth Strategies
New York
| $265K | +$1.95K | +68 | +0.7% |
|
|
BAM
4
Belpointe Asset Management
Reno,
Nevada
| $120K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $2.85K | +$2.87K | +100 | New |
|
PBDC Hedge Fund Activity: Q1 2023 in Review
5 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Putnam BDC Income ETF (PBDC) for Q1 2023, worth a combined $23.6M — up 495% from $3.96M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PBDC positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Putnam Investments, adding an estimated $19.3M.
- 5 institutional investors held Putnam BDC Income ETF (PBDC) as of Q1 2023, up from 4 in Q4 2022.
- Funds reported $23.6M of Putnam BDC Income ETF stock for Q1 2023, up 495% quarter-over-quarter.
- 1 fund opened new Putnam BDC Income ETF positions in Q1 2023 and 0 closed out, a net change of +1 holder.
- The largest Putnam BDC Income ETF buyer in Q1 2023 was Putnam Investments, an estimated $19.3M added.
Based on aggregated 13F filings for Q1 2023.