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Putnam Focused Large Cap Value ETF

314 hedge funds and large institutions have $7.45B invested in Putnam Focused Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 180 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 37

290% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 20

48% more funds holding in top 10

Funds holding in top 10: 3349 (+16)

27% more capital invested

Capital invested by funds: $5.88B → $7.45B (+$1.57B)

21% more funds holding

Funds holding: 260314 (+54)

3.69% less ownership

Funds ownership: 89.16%85.48% (-3.7%)

Holders
314
Holders Change
+54
Holders Change %
+20.77%
% of All Funds
3.87%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
0.6%
New
78
Increased
180
Reduced
37
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.67B +$553M +11,707,304 +48%
Morgan Stanley
2
Morgan Stanley
New York
$655M +$215M +4,551,431 +48%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$387M +$70M +1,483,240 +22%
CFB
4
Cullen/Frost Bankers
Texas
$358M +$41.1M +870,989 +13%
GT
5
Glenmede Trust
Pennsylvania
$332M +$34.7M +734,798 +11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$309M +$72.6M +1,537,708 +30%
UBS Group
7
UBS Group
Switzerland
$259M +$26.2M +553,938 +11%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$255M +$41.9M +887,417 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$215M +$27.4M +579,995 +14%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$155M +$4.42M +93,526 +3%
Wells Fargo
11
Wells Fargo
California
$125M +$54.7M +1,157,700 +76%
MWM
12
Modern Wealth Management
Kansas
$107M +$15.1M +319,556 +16%
Stifel Financial
13
Stifel Financial
Missouri
$107M +$6.57M +139,189 +6%
AFG
14
Allegheny Financial Group
Pennsylvania
$106M +$14.2M +299,733 +15%
AWA
15
Amplius Wealth Advisors
Pennsylvania
$91.8M -$2.9M -61,307 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$86.3M +$13.7M +289,362 +18%
OWA
17
Opal Wealth Advisors
New York
$72.8M +$1.38M +29,146 +2%
HighTower Advisors
18
HighTower Advisors
Illinois
$60.9M +$3.96M +83,799 +7%
KAS
19
Kestra Advisory Services
Texas
$60.7M +$16.7M +353,534 +37%
Corient Private Wealth
20
Corient Private Wealth
Florida
$58.1M -$44.8M -948,029 -43%
LPL Financial
21
LPL Financial
California
$57.9M +$22.3M +471,610 +61%
SA
22
Sanctuary Advisors
Indiana
$54.9M +$8.91M +188,615 +19%
CAL
23
Capital Analysts LLC
Pennsylvania
$50.6M +$7.22M +152,860 +16%
BFG
24
Bleakley Financial Group
New Jersey
$47.8M +$11.8M +250,484 +32%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$47.3M +$25.4M +536,825 +107%