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Putnam BDC Income ETF

22 hedge funds and large institutions have $29.9M invested in Putnam BDC Income ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.35M 154,464 +17,672 +13%
EWA
2
Evolution Wealth Advisors
Florida
$4.7M 135,835 +6,080 +5%
PFG
3
Prosperity Financial Group
California
$2.88M 83,095 +9,733 +13%
SFPG
4
Stonebridge Financial Planning Group
Florida
$2.7M 77,848 +10,256 +15%
SPIA
5
Steward Partners Investment Advisory
New York
$1.66M 48,020 +3,610 +8%
3AM
6
3EDGE Asset Management
Florida
$1.62M 46,901 +571 +1%
CCM
7
Condor Capital Management
New Jersey
$1.6M 46,291 +46,291 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.6M 46,275 +4,646 +11%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$1.42M 41,060 -326 -0.8%
AAS
10
Avantax Advisory Services
Texas
$1.33M 38,323 +12,641 +49%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$805K 23,265 +23,265 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$800K 23,096 +16,803 +267%
Osaic Holdings
13
Osaic Holdings
Arizona
$697K 20,103 +10,439 +108%
BCA
14
Bay Colony Advisors
Massachusetts
$580K 16,752 +4,722 +39%
Corient Private Wealth
15
Corient Private Wealth
Florida
$365K 10,529 +10,529 New
KPWS
16
Kestra Private Wealth Services
Texas
$345K 9,964 +150 +2%
DADC
17
D.A. Davidson & Co
Montana
$336K 9,690 -46,833 -83%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$306K 8,850 +600 +7%
CCG
19
Catalina Capital Group
California
$303K 8,742 +8,742 New
PS
20
Principal Securities
Iowa
$296K 8,537 +426 +5%
Comerica Bank
21
Comerica Bank
Texas
$118K 3,400
FFO
22
Fortitude Family Office
Arizona
$39.2K 1,132 -42 -4%
Franklin Resources
23
Franklin Resources
California
-335,000 Closed
HIC
24
Hartline Investment Corp
Illinois
-12,030 Closed
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
-10,675 Closed