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Putnam BDC Income ETF

58 hedge funds and large institutions have $63.2M 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

2% more funds holding

Funds holding: 5758 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $62M → $63.2M (+$1.23M)

0.33% more ownership

Funds ownership: 24.93%25.27% (+0.33%)

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
+1
Holders Change %
+1.75%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
19
Reduced
21
Closed
15
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 -$391K -13,601 -4%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$6.01M +$3.22M +111,763 +105%
LA
3
LexAurum Advisors
Kansas
$5.95M +$6.21M +215,712 New
CCMG
4
Clark Capital Management Group
Pennsylvania
$5.39M +$5.63M +195,437 New
PF
5
Prota Financial
Texas
$4.99M +$219K +7,593 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.1M +$3.62M +125,906 +554%
EWA
7
Evolution Wealth Advisors
Florida
$3.45M -$95.8K -3,330 -3%
LPL Financial
8
LPL Financial
California
$2.52M +$81.4K +2,829 +3%
Corient Private Wealth
9
Corient Private Wealth
Florida
$2.28M -$2.98M -103,480 -56%
NA
10
NewEdge Advisors
Louisiana
$1.83M +$1.91M +66,469 New
HP
11
Haven Private
Florida
$1.78M +$143K +4,983 +8%
RA
12
RFG Advisory
Alabama
$1.3M +$13.4K +464 +1%
AWM
13
Apollon Wealth Management
South Carolina
$1.21M +$23.3K +808 +2%
SPIA
14
Steward Partners Investment Advisory
New York
$1.12M -$1.25M -43,414 -52%
FFA
15
Farther Finance Advisors
California
$1.05M +$34.8K +1,209 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$943K -$460K -15,997 -32%
Brown Advisory
17
Brown Advisory
Maryland
$919K +$109K +3,794 +13%
GA
18
GoalVest Advisory
New York
$833K -$115K -4,000 -12%
Raymond James Financial
19
Raymond James Financial
Florida
$812K -$32.6K -1,131 -4%
CEFA
20
Closed-End Fund Advisors
Virginia
$773K -$12.5K -433 -2%
IFG
21
Independent Financial Group
California
$705K +$247K +8,581 +51%
NW
22
Naviter Wealth
Arkansas
$681K +$150K +5,221 +27%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$483K +$72.8K +2,530 +17%
DWS
24
Discipline Wealth Solutions
South Carolina
$425K -$239K -8,309 -35%
PS
25
Principal Securities
Iowa
$404K +$421K +14,634 New

PBDC Hedge Fund Activity: Q1 2026 in Review

58 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Putnam BDC Income ETF (PBDC) for Q1 2026, worth a combined $63.2M — up 2% from $62M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PBDC positions and 15 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $5.63M. The largest seller was Corient Private Wealth, cutting an estimated $2.98M.

  • 58 institutional investors held Putnam BDC Income ETF (PBDC) as of Q1 2026, up from 57 in Q4 2025.
  • Funds reported $63.2M of Putnam BDC Income ETF stock for Q1 2026, up 2% quarter-over-quarter.
  • 16 funds opened new Putnam BDC Income ETF positions in Q1 2026 and 15 closed out, a net change of +1 holder.
  • The largest Putnam BDC Income ETF buyer in Q1 2026 was Clark Capital Management Group, an estimated $5.63M added.
  • The largest Putnam BDC Income ETF seller in Q1 2026 was Corient Private Wealth, an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2026.