PBDC icon

Putnam BDC Income ETF
PBDC

Overview Fund Activity

35 hedge funds and large institutions have $39.8M invested in Putnam BDC Income ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMC
1
Smith, Moore & Co
Missouri
$1.32M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$1.86M
3
RA
3
RFG Advisory
Alabama
$924K
4
NFSG
4
Newbridge Financial Services Group
Florida
$1.53M
5
AAS
5
Avantax Advisory Services
Texas
$1.89M

Top Sellers

1
PFG
1
Prosperity Financial Group
California
$1.93M
2
CCM
2
Condor Capital Management
New Jersey
$2.31M
3
3AM
3
3EDGE Asset Management
Florida
$1.65M
4
NS
4
NBC Securities
Alabama
$36
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$667K
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
1
Evolution Wealth Advisors
Florida
$4.66M 135,285 -550 -0.4%
Raymond James Financial
2
Raymond James Financial
Florida
$3.98M 115,677 +115,677 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.55M 103,260 +1,974 +2%
SFPG
4
Stonebridge Financial Planning Group
Florida
$2.85M 82,781 +1,109 +1%
CCM
5
Condor Capital Management
New Jersey
$2.31M 67,097 -1,719 -2%
SPIA
6
Steward Partners Investment Advisory
New York
$2.03M 58,856 +7,021 +14%
PFG
7
Prosperity Financial Group
California
$1.93M 56,213 -27,625 -33%
AAS
8
Avantax Advisory Services
Texas
$1.89M 54,866 +8,698 +19%
Corient Private Wealth
9
Corient Private Wealth
Florida
$1.86M 54,106 +22,361 +70%
3AM
10
3EDGE Asset Management
Florida
$1.65M 47,845 -1,427 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.63M 47,222 +5,701 +14%
NFSG
12
Newbridge Financial Services Group
Florida
$1.53M 44,456 +12,837 +41%
SMC
13
Smith, Moore & Co
Missouri
$1.32M 38,412 +38,412 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.09M 31,656 +5,012 +19%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$1M 29,149 +486 +2%
RA
16
RFG Advisory
Alabama
$924K 26,854 +18,573 +224%
Osaic Holdings
17
Osaic Holdings
Arizona
$693K 20,128 +916 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$667K 19,374 -858 -4%
Brown Advisory
19
Brown Advisory
Maryland
$590K 17,130 +8,070 +89%
MML Investors Services
20
MML Investors Services
Massachusetts
$557K 16,187 -206 -1%
BCA
21
Bay Colony Advisors
Massachusetts
$426K 12,375 +931 +8%
DADC
22
D.A. Davidson & Co
Montana
$425K 12,353 +2,638 +27%
KPWS
23
Kestra Private Wealth Services
Texas
$413K 11,986 +547 +5%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$322K 9,363 +1,363 +17%
PS
25
Principal Securities
Iowa
$315K 9,142 +1,117 +14%
1
2