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Putnam Focused Large Cap Value ETF

168 hedge funds and large institutions have $2.84B invested in Putnam Focused Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
$410M
Morgan Stanley
2
Morgan Stanley
New York
$216M
GIM
3
Glenmede Investment Management
Pennsylvania
$201M
UBS Group
4
UBS Group
Switzerland
$178M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$175M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$143M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$143M
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$105M
CFB
9
Cullen/Frost Bankers
Texas
$99.9M
Stifel Financial
10
Stifel Financial
Missouri
$82.6M
AWA
11
Amplius Wealth Advisors
Pennsylvania
$78.7M
OWA
12
Opal Wealth Advisors
New York
$59.6M
HighTower Advisors
13
HighTower Advisors
Illinois
$49.3M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$43M
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$41.1M
AFG
16
Allegheny Financial Group
Pennsylvania
$39.7M
HG
17
Harbor Group
New Hampshire
$31.9M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$31M
MYIA
19
Mount Yale Investment Advisors
Colorado
$30.2M
GWM
20
Geneos Wealth Management
Colorado
$28.8M
MWM
21
Modern Wealth Management
Kansas
$25.2M
AWA
22
Arete Wealth Advisors
Illinois
$23.3M
CAL
23
Capital Analysts LLC
Pennsylvania
$21.6M
Corient Private Wealth
24
Corient Private Wealth
Florida
$21M
SFG
25
Sowa Financial Group
Rhode Island
$20.9M