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Putnam BDC Income ETF

58 hedge funds and large institutions have $61.5M invested in Putnam BDC Income ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
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
CCM
1
Condor Capital Management
New Jersey
$9.02M
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$6.01M
LA
3
LexAurum Advisors
Kansas
$5.95M
CCMG
4
Clark Capital Management Group
Pennsylvania
$5.39M
PF
5
Prota Financial
Texas
$4.99M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.1M
EWA
7
Evolution Wealth Advisors
Florida
$3.45M
LPL Financial
8
LPL Financial
California
$2.52M
Corient Private Wealth
9
Corient Private Wealth
Florida
$2.28M
HP
10
Haven Private
Florida
$1.78M
RA
11
RFG Advisory
Alabama
$1.3M
AWM
12
Apollon Wealth Management
South Carolina
$1.21M
SPIA
13
Steward Partners Investment Advisory
New York
$1.12M
FFA
14
Farther Finance Advisors
California
$1.05M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$943K
Brown Advisory
16
Brown Advisory
Maryland
$919K
GA
17
GoalVest Advisory
New York
$833K
Raymond James Financial
18
Raymond James Financial
Florida
$812K
CEFA
19
Closed-End Fund Advisors
Virginia
$773K
IFG
20
Independent Financial Group
California
$705K
NW
21
Naviter Wealth
Arkansas
$681K
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$483K
DWS
23
Discipline Wealth Solutions
South Carolina
$425K
PS
24
Principal Securities
Iowa
$404K
PIA
25
Pinion Investment Advisors
Kansas
$402K