Putnam BDC Income ETF
PBDC
64 hedge funds and large institutions have $76.9M invested in Putnam BDC Income ETF in 2026 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 8 closing their positions.
254% more capital inflows, than outflows
Capital inflows: $20.3M | Capital outflows: $5.75M
93% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 15
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
10% more funds holding
Funds holding: 58 → 64 (+6)
2.01% more ownership
Funds ownership: 25.27% → 27.28% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$9.8M |
| 2 |
Brookwood Investment Group
Phoenix,
Arizona
|
+$1.1M |
| 3 |
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$1.09M |
| 4 |
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$918K |
| 5 |
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$731K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Farther Finance Advisors
San Francisco,
California
|
-$1.06M |
| 2 |
GoalVest Advisory
New York
|
-$833K |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$513K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$419K |
| 5 |
Pinion Investment Advisors
Wichita,
Kansas
|
-$402K |
PBDC Hedge Fund Activity: Q2 2026 in Review
64 of the 8,365 institutional investors tracked by Wall St. Rank reported a position in Putnam BDC Income ETF (PBDC) for Q2 2026, worth a combined $76.9M — up 22% from $63.2M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PBDC positions and 8 closed out — a net gain of 7 holders — while 29 added to existing stakes and 15 trimmed.
The largest buyer was Russell Investments Group, opening a new position worth an estimated $9.8M. The largest seller was Farther Finance Advisors, cutting an estimated $1.06M.
- 64 institutional investors held Putnam BDC Income ETF (PBDC) as of Q2 2026, up from 58 in Q1 2026.
- Funds reported $76.9M of Putnam BDC Income ETF stock for Q2 2026, up 22% quarter-over-quarter.
- 15 funds opened new Putnam BDC Income ETF positions in Q2 2026 and 8 closed out, a net change of +7 holders.
- The largest Putnam BDC Income ETF buyer in Q2 2026 was Russell Investments Group, an estimated $9.8M added.
- The largest Putnam BDC Income ETF seller in Q2 2026 was Farther Finance Advisors, an estimated $1.06M sold.
Based on aggregated 13F filings for Q2 2026.