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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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
Evolution Wealth Advisors
Florida
$4.6M
CCM
2
Condor Capital Management
New Jersey
$4.43M
Raymond James Financial
3
Raymond James Financial
Florida
$4.07M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.45M
SFPG
5
Stonebridge Financial Planning Group
Florida
$2.98M
Corient Private Wealth
6
Corient Private Wealth
Florida
$2.15M
SPIA
7
Steward Partners Investment Advisory
New York
$2.08M
AAS
8
Avantax Advisory Services
Texas
$2M
NFSG
9
Newbridge Financial Services Group
Florida
$1.95M
RA
10
RFG Advisory
Alabama
$1.81M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.69M
PFG
12
Prosperity Financial Group
California
$1.55M
SMC
13
Smith, Moore & Co
Missouri
$1.33M
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$1.31M
3AM
15
3EDGE Asset Management
Florida
$1.11M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.1M
Osaic Holdings
17
Osaic Holdings
Arizona
$928K
Brown Advisory
18
Brown Advisory
Maryland
$688K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$556K
DADC
20
D.A. Davidson & Co
Montana
$478K
MML Investors Services
21
MML Investors Services
Massachusetts
$447K
BCA
22
Bay Colony Advisors
Massachusetts
$418K
KPWS
23
Kestra Private Wealth Services
Texas
$410K
JWCA
24
J.W. Cole Advisors
Florida
$373K
Citadel Advisors
25
Citadel Advisors
Florida
$354K