PBDC icon

Putnam BDC Income ETF

55 hedge funds and large institutions have $53.3M invested in Putnam BDC Income ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
CCM
1
Condor Capital Management
New Jersey
$10.4M
EWA
2
Evolution Wealth Advisors
Florida
$3.93M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.25M
Corient Private Wealth
4
Corient Private Wealth
Florida
$2.85M
LPL Financial
5
LPL Financial
California
$2.71M
SPIA
6
Steward Partners Investment Advisory
New York
$2.57M
SFPG
7
Stonebridge Financial Planning Group
Florida
$2.28M
HP
8
Haven Private
Florida
$1.82M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.54M
RA
10
RFG Advisory
Alabama
$1.43M
AWM
11
Apollon Wealth Management
South Carolina
$1.32M
3AM
12
3EDGE Asset Management
Florida
$1.16M
FFA
13
Farther Finance Advisors
California
$1.15M
GA
14
GoalVest Advisory
New York
$1.05M
STA
15
Shade Tree Advisors
New York
$970K
Raymond James Financial
16
Raymond James Financial
Florida
$936K
Brown Advisory
17
Brown Advisory
Maryland
$904K
CEFA
18
Closed-End Fund Advisors
Virginia
$871K
CIM
19
Confluence Investment Management
Missouri
$846K
CastleKeep Investment Advisors
20
CastleKeep Investment Advisors
Connecticut
$838K
SIC
21
Samalin Investment Counsel
New York
$747K
DWS
22
Discipline Wealth Solutions
South Carolina
$726K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$696K
MML Investors Services
24
MML Investors Services
Massachusetts
$696K
NW
25
Naviter Wealth
Arkansas
$596K