Putnam Focused Large Cap Growth ETF
PGRO
6 hedge funds and large institutions have $6.17M invested in Putnam Focused Large Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
1% less capital invested
Capital invested by funds: $6.22M → $6.17M (-$49.6K)
4.76% less ownership
Funds ownership: 69.03% → 64.27% (-4.8%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
+$215K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$10.8K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$6.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$202K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$74.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
1
Putnam Investments
Boston,
Massachusetts
| $4M | – | – | – |
|
|
2
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.69M | -$74.8K | -3,631 | -4% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $255K | -$202K | -9,782 | -43% |
|
|
WIP
4
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $209K | +$215K | +10,435 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $11.3K | +$10.8K | +526 | +1,422% |
|
|
BAM
6
Belpointe Asset Management
Reno,
Nevada
| $6.7K | +$6.91K | +335 | New |
|
PGRO Hedge Fund Activity: Q4 2022 in Review
6 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Growth ETF (PGRO) for Q4 2022, worth a combined $6.17M — down 0.8% from $6.22M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PGRO positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was WealthCare Investment Partners, opening a new position worth an estimated $215K. The largest seller was Royal Bank of Canada, cutting an estimated $202K.
- 6 institutional investors held Putnam Focused Large Cap Growth ETF (PGRO) as of Q4 2022, up from 4 in Q3 2022.
- Funds reported $6.17M of Putnam Focused Large Cap Growth ETF stock for Q4 2022, down 0.8% quarter-over-quarter.
- 2 funds opened new Putnam Focused Large Cap Growth ETF positions in Q4 2022 and 0 closed out, a net change of +2 holders.
- The largest Putnam Focused Large Cap Growth ETF buyer in Q4 2022 was WealthCare Investment Partners, an estimated $215K added.
- The largest Putnam Focused Large Cap Growth ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $202K sold.
Based on aggregated 13F filings for Q4 2022.