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Putnam BDC Income ETF

26 hedge funds and large institutions have $38.2M invested in Putnam BDC Income ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Franklin Resources
1
Franklin Resources
California
$11.4M 335,000 +335,000 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.64M 136,792 +22,275 +19%
EWA
3
Evolution Wealth Advisors
Florida
$4.4M 129,755 +129,755 New
PFG
4
Prosperity Financial Group
California
$2.49M 73,362 +29,787 +68%
SFPG
5
Stonebridge Financial Planning Group
Florida
$2.29M 67,592 +5,815 +9%
DADC
6
D.A. Davidson & Co
Montana
$1.92M 56,523 +56,523 New
3AM
7
3EDGE Asset Management
Florida
$1.57M 46,330 +46,330 New
SPIA
8
Steward Partners Investment Advisory
New York
$1.51M 44,410 +14,360 +48%
CAN
9
Cetera Advisor Networks
California
$1.41M 41,629 +8,503 +26%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.41M 41,629 +41,629 New
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$1.4M 41,386 +2,864 +7%
AAS
12
Avantax Advisory Services
Texas
$871K 25,682 +25,682 New
BCA
13
Bay Colony Advisors
Massachusetts
$408K 12,030 +4,410 +58%
HIC
14
Hartline Investment Corp
Illinois
$408K 12,030 +12,030 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$362K 10,675 -775 -7%
KPWS
16
Kestra Private Wealth Services
Texas
$333K 9,814 +2,006 +26%
Osaic Holdings
17
Osaic Holdings
Arizona
$328K 9,664 +1,828 +23%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$280K 8,250 +950 +13%
PS
19
Principal Securities
Iowa
$275K 8,111 +8,111 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$213K 6,293 +6,293 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$136K 4,014 -19,605 -83%
Comerica Bank
22
Comerica Bank
Texas
$115K 3,400 +900 +36%
FFO
23
Fortitude Family Office
Arizona
$39.8K 1,174 +1,174 New
Bank of America
24
Bank of America
North Carolina
$7.05K 208 +208 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$5.43K 160 +160 New