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Putnam BDC Income ETF
PBDC

Overview Fund Activity

39 hedge funds and large institutions have $52.4M invested in Putnam BDC Income ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.75M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.38M
3
AWM
3
Apollon Wealth Management
South Carolina
$1.44M
4
SPIA
4
Steward Partners Investment Advisory
New York
$3.26M
5
CCM
5
Condor Capital Management
New Jersey
$5.39M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$888K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BIG
3
Brookwood Investment Group
Arizona
$0
4
AWM
4
Able Wealth Management
New Jersey
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$828K
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$6.38M +$2.4M +70,913 +60%
CCM
2
Condor Capital Management
New Jersey
$5.39M +$1.06M +31,458 +25%
EWA
3
Evolution Wealth Advisors
Florida
$4.49M – – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.47M +$102K +3,008 +3%
SPIA
5
Steward Partners Investment Advisory
New York
$3.26M +$1.23M +36,444 +61%
SFPG
6
Stonebridge Financial Planning Group
Florida
$2.96M +$52.2K +1,543 +2%
LPL Financial
7
LPL Financial
California
$2.75M +$2.75M +81,218 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.74M +$646K +19,086 +31%
AAS
9
Avantax Advisory Services
Texas
$2.03M +$75.3K +2,224 +4%
NFSG
10
Newbridge Financial Services Group
Florida
$1.95M +$45.8K +1,354 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.83M +$176K +5,200 +11%
PFG
12
Prosperity Financial Group
California
$1.64M +$129K +3,810 +9%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$1.44M +$162K +4,781 +13%
AWM
14
Apollon Wealth Management
South Carolina
$1.44M +$1.44M +42,413 New
SMC
15
Smith, Moore & Co
Missouri
$1.36M +$60.5K +1,787 +5%
3AM
16
3EDGE Asset Management
Florida
$1.13M +$51.8K +1,531 +5%
RA
17
RFG Advisory
Alabama
$888K -$884K -26,134 -50%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$828K -$250K -7,381 -23%
Osaic Holdings
19
Osaic Holdings
Arizona
$727K -$194K -5,622 -21%
Brown Advisory
20
Brown Advisory
Maryland
$672K – – –
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$623K +$305K +9,000 +96%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$584K +$41.6K +1,228 +8%
DADC
23
D.A. Davidson & Co
Montana
$509K +$42.1K +1,245 +9%
MML Investors Services
24
MML Investors Services
Massachusetts
$456K +$19.7K +583 +5%
JWCA
25
J.W. Cole Advisors
Florida
$414K +$49.7K +1,469 +14%
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