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Putnam BDC Income ETF

28 hedge funds and large institutions have $30.9M invested in Putnam BDC Income ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWA
1
Evolution Wealth Advisors
Florida
$4.59M 135,835
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.42M 101,286 -53,178 -34%
PFG
3
Prosperity Financial Group
California
$2.83M 83,838 +743 +0.9%
SFPG
4
Stonebridge Financial Planning Group
Florida
$2.76M 81,672 +3,824 +5%
CCM
5
Condor Capital Management
New Jersey
$2.33M 68,816 +22,525 +49%
SPIA
6
Steward Partners Investment Advisory
New York
$1.75M 51,835 +3,815 +8%
3AM
7
3EDGE Asset Management
Florida
$1.66M 49,272 +2,371 +5%
AAS
8
Avantax Advisory Services
Texas
$1.56M 46,168 +7,845 +20%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.4M 41,521 -4,754 -10%
Corient Private Wealth
10
Corient Private Wealth
Florida
$1.07M 31,745 +21,216 +202%
NFSG
11
Newbridge Financial Services Group
Florida
$1.07M 31,619 +31,619 New
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$969K 28,663 -12,397 -30%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$900K 26,644 +3,548 +15%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$684K 20,232 +20,232 New
Osaic Holdings
15
Osaic Holdings
Arizona
$650K 19,212 -891 -4%
MML Investors Services
16
MML Investors Services
Massachusetts
$554K 16,393 +16,393 New
BCA
17
Bay Colony Advisors
Massachusetts
$387K 11,444 -5,308 -32%
KPWS
18
Kestra Private Wealth Services
Texas
$387K 11,439 +1,475 +15%
DADC
19
D.A. Davidson & Co
Montana
$328K 9,715 +25 +0.3%
AWM
20
Able Wealth Management
New Jersey
$318K 9,415 +9,415 New
Brown Advisory
21
Brown Advisory
Maryland
$306K 9,060 +9,060 New
RA
22
RFG Advisory
Alabama
$280K 8,281 +8,281 New
PS
23
Principal Securities
Iowa
$271K 8,025 -512 -6%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$270K 8,000 -850 -10%
Comerica Bank
25
Comerica Bank
Texas
$115K 3,400