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Putnam Focused Large Cap Growth ETF
PGRO

12 hedge funds and large institutions have $55.5M invested in Putnam Focused Large Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

33% more funds holding

Funds holding: 9 → 12 (+3)

10% more capital invested

Capital invested by funds: $50.3M → $55.5M (+$5.27M)

1.86% more ownership

Funds ownership: 78.58% → 80.44% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
3
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.61M
2
NLP
Next Level Private
New York
+$616K
3
BEI
Benjamin Edwards Inc
Missouri
+$444K
4
ECA
Elevation Capital Advisory
Oregon
+$290K
5
GM
GeoWealth Management
Illinois
+$290K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$638K
2
LPL Financial
LPL Financial
California
-$427K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$84.6K
4
Franklin Resources
Franklin Resources
California
-$37.8K
5
PFA
Professional Financial Advisors
Nebraska
-$28.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$30.4M -$37.8K -1,000 -0.1%
LPL Financial
2
LPL Financial
California
$7.43M -$427K -11,287 -6%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.79M +$1.61M +42,607 +40%
PFG
4
Prosperity Financial Group
California
$4.51M +$155K +4,108 +4%
PFA
5
Professional Financial Advisors
Nebraska
$2.76M -$28.6K -757 -1%
BEI
6
Benjamin Edwards Inc
Missouri
$1.56M +$444K +11,747 +41%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.55M -$84.6K -2,238 -5%
NLP
8
Next Level Private
New York
$632K +$616K +16,294 New
ECA
9
Elevation Capital Advisory
Oregon
$297K +$290K +7,669 New
GM
10
GeoWealth Management
Illinois
$297K +$290K +7,669 New
WIP
11
WealthCare Investment Partners
Rhode Island
$293K -$22K -581 -7%
Bank of America
12
Bank of America
North Carolina
$5.86K +$5.71K +151 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
– -$638K -17,694 Closed

PGRO Hedge Fund Activity: Q4 2024 in Review

12 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Growth ETF (PGRO) for Q4 2024, worth a combined $55.5M — up 10% from $50.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PGRO positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.61M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $638K sold.

  • 12 institutional investors held Putnam Focused Large Cap Growth ETF (PGRO) as of Q4 2024, up from 9 in Q3 2024.
  • Funds reported $55.5M of Putnam Focused Large Cap Growth ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 4 funds opened new Putnam Focused Large Cap Growth ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
  • The largest Putnam Focused Large Cap Growth ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $1.61M added.
  • The largest Putnam Focused Large Cap Growth ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $638K sold.

Based on aggregated 13F filings for Q4 2024.