Putnam Emerging Markets ex-China ETF
PEMX
7 hedge funds and large institutions have $4.29M invested in Putnam Emerging Markets ex-China ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
14.6% less ownership
Funds ownership: 70.12% → 55.52% (-15%)
27% less capital invested
Capital invested by funds: $5.85M → $4.29M (-$1.56M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
+$509K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$433K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$172K |
| 4 |
MPWS
McCarter Private Wealth Services
Boston,
Massachusetts
|
+$21.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$1.91M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$214K |
| 3 |
FCA
Fortis Capital Advisors
Prairie Village,
Kansas
|
-$214K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $2.57M | -$1.91M | -35,000 | -41% |
|
|
CWM
2
Castle Wealth Management
West Palm Beach,
Florida
| $481K | +$509K | +9,344 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $410K | +$433K | +7,960 | New |
|
4
HighTower Advisors
Chicago,
Illinois
| $295K | – | – | – |
|
|
MPWS
5
McCarter Private Wealth Services
Boston,
Massachusetts
| $262K | +$21.8K | +400 | +9% |
|
|
6
UBS Group
Zurich,
Switzerland
| $163K | +$172K | +3,160 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $102K | – | – | – |
|
|
BAM
8
Belpointe Asset Management
Reno,
Nevada
| – | -$214K | -3,883 | Closed |
|
|
FCA
9
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$214K | -3,883 | Closed |
|
PEMX Hedge Fund Activity: Q4 2024 in Review
7 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Putnam Emerging Markets ex-China ETF (PEMX) for Q4 2024, worth a combined $4.29M — down 27% from $5.85M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PEMX positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Castle Wealth Management, opening a new position worth an estimated $509K. The largest seller was Franklin Resources, cutting an estimated $1.91M.
- 7 institutional investors held Putnam Emerging Markets ex-China ETF (PEMX) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $4.29M of Putnam Emerging Markets ex-China ETF stock for Q4 2024, down 27% quarter-over-quarter.
- 3 funds opened new Putnam Emerging Markets ex-China ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest Putnam Emerging Markets ex-China ETF buyer in Q4 2024 was Castle Wealth Management, an estimated $509K added.
- The largest Putnam Emerging Markets ex-China ETF seller in Q4 2024 was Franklin Resources, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2024.