Putnam BDC Income ETF
PBDC
11 hedge funds and large institutions have $33.6M invested in Putnam BDC Income ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.
175% more funds holding
Funds holding: 4 → 11 (+7)
22% more capital invested
Capital invested by funds: $27.4M → $33.6M (+$6.14M)
1.12% less ownership
Funds ownership: 82.77% → 81.65% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Prosperity Financial Group
San Ramon,
California
|
+$1.6M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$838K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$554K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$445K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$436K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
1
Putnam Investments
Boston,
Massachusetts
| $25.3M | – | – | – |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.71M | +$554K | +17,966 | +27% |
|
|
PFG
3
Prosperity Financial Group
San Ramon,
California
| $1.64M | +$1.6M | +52,036 | New |
|
|
SFPG
4
Stonebridge Financial Planning Group
Orlando,
Florida
| $1.54M | +$324K | +10,520 | +28% |
|
|
WAP
5
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $860K | +$838K | +27,196 | New |
|
|
6
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $457K | +$445K | +14,450 | New |
|
|
CAN
7
Cetera Advisor Networks
El Segundo,
California
| $448K | +$436K | +14,164 | New |
|
|
KPWS
8
Kestra Private Wealth Services
Austin,
Texas
| $238K | +$232K | +7,540 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $172K | +$23.7K | +769 | +17% |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $120K | +$117K | +3,800 | New |
|
11
Comerica Bank
Dallas,
Texas
| $79K | +$77K | +2,500 | New |
|
PBDC Hedge Fund Activity: Q3 2023 in Review
11 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Putnam BDC Income ETF (PBDC) for Q3 2023, worth a combined $33.6M — up 22% from $27.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PBDC positions and 0 closed out — a net gain of 7 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Prosperity Financial Group, opening a new position worth an estimated $1.6M.
- 11 institutional investors held Putnam BDC Income ETF (PBDC) as of Q3 2023, up from 4 in Q2 2023.
- Funds reported $33.6M of Putnam BDC Income ETF stock for Q3 2023, up 22% quarter-over-quarter.
- 7 funds opened new Putnam BDC Income ETF positions in Q3 2023 and 0 closed out, a net change of +7 holders.
- The largest Putnam BDC Income ETF buyer in Q3 2023 was Prosperity Financial Group, an estimated $1.6M added.
Based on aggregated 13F filings for Q3 2023.