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)
1.12% less ownership
Funds ownership: 82.77% → 81.65% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prosperity Financial Group
San Ramon,
California
|
+$1.6M |
| 2 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$838K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$554K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$445K |
| 5 |
Cetera Advisor Networks
El Segundo,
California
|
+$436K |
Top Sellers
PBDC Hedge Fund Activity: Q3 2023 in Review
11 of the 6,316 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.