Putnam BDC Income ETFPBDCETF
13F holders, Q4 2024 (December 31)36holders +8
6new positions
0sold out
1famous investor
$34.42avg. 13F price*
At the end of Q4 2024, 36 institutions reported holding Putnam BDC Income ETF (PBDC) in their 13F filings, up 8 from Q3 2024. 6 opened new positions and 0 sold out. The largest holders were Evolution Wealth Advisors, LLC ($4.7M), Raymond James Financial Inc. ($4.0M) and Commonwealth Equity Services, LLC ($3.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Putnam BDC Income ETF
- CUSIP
- 746729508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.1M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 163,106 shares bought and 32,915 shares sold, net +130,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Evolution Wealth Advisors, LLC | 0.78% | Reduce -0.4% | 135,285 | $4.7M |
| Raymond James Financial Inc. | 0.00% | — | 115,677 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.9% | 103,260 | $3.6M |
| Stonebridge Financial Planning Group, LLC | 1.27% | Add +1.4% | 82,781 | $2.8M |
| Condor Capital Management | 0.20% | Reduce -2.5% | 67,097 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +13.5% | 58,856 | $2.0M |
| Prosperity Financial Group, Inc. | 0.97% | Reduce -33.0% | 56,213 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +18.8% | 54,866 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +70.4% | 54,106 | $1.9M |
| 3EDGE Asset Management, LP | 0.10% | Reduce -2.9% | 47,845 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +13.7% | 47,222 | $1.6M |
| NFSG Corp | 0.39% | Add +40.6% | 44,456 | $1.5M |
| Smith, Moore & Co. | 0.12% | New | 38,412 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.8% | 31,656 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.7% | 29,149 | $1.0M |
| RFG Advisory, LLC | 0.03% | Add +224.3% | 26,854 | $924K |
| Osaic Holdings, Inc. | 0.00% | Add +4.8% | 20,128 | $693K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 19,374 | $667K |
| Brown Advisory Inc. | 0.00% | Add +89.1% | 17,130 | $590K |
| MML Investors Services, LLC | 0.00% | Reduce -1.3% | 16,187 | $557K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +8.1% | 12,375 | $426K |
| D.A. Davidson & Co. | 0.00% | Add +27.1% | 12,353 | $425K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.8% | 11,986 | $413K |
| Cwm, LLC | 0.00% | Add +17.0% | 9,363 | $322K |
| Principal Securities, Inc. | 0.01% | Add +13.9% | 9,142 | $315K |
| Independent Financial Group, LLC | 0.01% | New | 8,991 | $309K |
| Able Wealth Management LLC | 0.20% | Reduce -5.6% | 8,885 | $306K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,071 | $243K |
| Citadel Advisors | 0.00% | New | 6,265 | $216K |
| Advyzon Investment Management, LLC | 0.08% | — | 5,895 | $203K |
| Comerica Bank | 0.00% | No change | 3,400 | $117K |
| Royal Bank of Canada | 0.00% | Add +601.0% | 2,033 | $70K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 969 | $33K |
| Morgan Stanley | 0.00% | Add +30000.0% | 301 | $10K |
| Lanark Financial, Inc. | 0.00% | — | 1 | $36 |
| FMR LLC | 0.00% | New | 1 | $34 |
"% of holder's portfolio" is PBDC's weight in each manager's 13F, not the share of Putnam BDC Income ETF the manager owns.