Putnam BDC Income ETFPBDCETF
13F holders, Q1 2025 (March 31)40holders +4
6new positions
3sold out
1famous investor
$34.64avg. 13F price*
At the end of Q1 2025, 40 institutions reported holding Putnam BDC Income ETF (PBDC) in their 13F filings, up 4 from Q4 2024. 6 opened new positions and 3 sold out. The largest holders were Evolution Wealth Advisors, LLC ($4.6M), Condor Capital Management ($4.4M) and Raymond James Financial Inc. ($4.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $639K |
| Exits | 3 | $103K |
All 13F filers, Q4 2024 → Q1 2025: 213,597 shares bought and 45,378 shares sold, net +168,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Evolution Wealth Advisors, LLC | 0.77% | Reduce -2.0% | 132,620 | $4.6M |
| Condor Capital Management | 0.41% | Add +90.5% | 127,783 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 117,493 | $4.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 99,454 | $3.4M |
| Stonebridge Financial Planning Group, LLC | 1.36% | Add +3.8% | 85,902 | $3.0M |
| Corient Private Wealth LP | 0.00% | Add +14.6% | 62,028 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.0% | 60,031 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.4% | 57,839 | $2.0M |
| Independent Financial Group, LLC | 0.07% | Add +543.3% | 57,836 | $2.0M |
| NFSG Corp | 0.47% | Add +26.7% | 56,342 | $2.0M |
| RFG Advisory, LLC | 0.05% | Add +95.0% | 52,365 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +3.3% | 48,777 | $1.7M |
| Prosperity Financial Group, Inc. | 0.77% | Reduce -20.4% | 44,720 | $1.5M |
| Smith, Moore & Co. | 0.12% | Add +0.3% | 38,511 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +29.2% | 37,665 | $1.3M |
| 3EDGE Asset Management, LP | 0.08% | Reduce -33.3% | 31,904 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 31,839 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +32.9% | 26,753 | $928K |
| Brown Advisory Inc. | 0.00% | Add +15.9% | 19,856 | $688K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.2% | 16,034 | $556K |
| D.A. Davidson & Co. | 0.00% | Add +11.6% | 13,791 | $478K |
| MML Investors Services, LLC | 0.00% | Reduce -20.3% | 12,904 | $447K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -2.8% | 12,023 | $418K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.3% | 11,833 | $410K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +52.4% | 10,775 | $373K |
| Citadel Advisors | 0.00% | Add +63.1% | 10,217 | $354K |
| Brookwood Investment Group LLC | 0.06% | — | 9,950 | $345K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 9,400 | $326K |
| Principal Securities, Inc. | 0.01% | No change | 9,142 | $315K |
| Cwm, LLC | 0.00% | Reduce -4.8% | 8,913 | $309K |
| Able Wealth Management LLC | 0.17% | Reduce -6.7% | 8,293 | $287K |
| Advyzon Investment Management, LLC | 0.09% | Add +31.0% | 7,724 | $268K |
| Guidance Capital, Inc. | 0.07% | New | 6,931 | $220K |
| Comerica Bank | 0.00% | No change | 3,400 | $118K |
| UBS Group AG | 0.00% | New | 2,389 | $83K |
| Lanark Financial, Inc. | 0.00% | — | 1,052 | $36K |
| Sound Income Strategies, LLC | 0.00% | New | 187 | $6K |
| Ameriflex Group, Inc. | 0.00% | New | 125 | $4K |
| CoreCap Advisors, LLC | 0.00% | New | 3 | $104 |
| Morgan Stanley | 0.00% | Reduce -99.7% | 1 | $64 |
"% of holder's portfolio" is PBDC's weight in each manager's 13F, not the share of Putnam BDC Income ETF the manager owns.