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Putnam BDC Income ETF

39 hedge funds and large institutions have $44.6M invested in Putnam BDC Income ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1
Evolution Wealth Advisors
Florida
$4.6M -$92.4K -2,665 -2%
CCM
2
Condor Capital Management
New Jersey
$4.43M +$2.1M +60,686 +90%
Raymond James Financial
3
Raymond James Financial
Florida
$4.07M +$62.9K +1,816 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.45M -$132K -3,806 -4%
SFPG
5
Stonebridge Financial Planning Group
Florida
$2.98M +$108K +3,121 +4%
Corient Private Wealth
6
Corient Private Wealth
Florida
$2.15M +$275K +7,922 +15%
SPIA
7
Steward Partners Investment Advisory
New York
$2.08M +$40.7K +1,175 +2%
AAS
8
Avantax Advisory Services
Texas
$2M +$103K +2,973 +5%
NFSG
9
Newbridge Financial Services Group
Florida
$1.95M +$412K +11,886 +27%
RA
10
RFG Advisory
Alabama
$1.81M +$884K +25,511 +95%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.69M +$53.9K +1,555 +3%
PFG
12
Prosperity Financial Group
California
$1.55M -$398K -11,493 -20%
SMC
13
Smith, Moore & Co
Missouri
$1.33M +$3.43K +99 +0.3%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$1.31M +$295K +8,516 +29%
3AM
15
3EDGE Asset Management
Florida
$1.11M -$553K -15,941 -33%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.1M +$6.35K +183 +0.6%
Osaic Holdings
17
Osaic Holdings
Arizona
$928K +$230K +6,625 +33%
Brown Advisory
18
Brown Advisory
Maryland
$688K +$94.5K +2,726 +16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$556K -$116K -3,340 -17%
DADC
20
D.A. Davidson & Co
Montana
$478K +$49.8K +1,438 +12%
MML Investors Services
21
MML Investors Services
Massachusetts
$447K -$114K -3,283 -20%
BCA
22
Bay Colony Advisors
Massachusetts
$418K -$12.2K -352 -3%
KPWS
23
Kestra Private Wealth Services
Texas
$410K -$5.3K -153 -1%
JWCA
24
J.W. Cole Advisors
Florida
$373K +$128K +3,704 +52%
Citadel Advisors
25
Citadel Advisors
Florida
$354K +$137K +3,952 +63%