We are live on ! Find out more
PVAL icon

Putnam Focused Large Cap Value ETF
PVAL

260 hedge funds and large institutions have $5.88B invested in Putnam Focused Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 156 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 6

550% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 24

48% more capital invested

Capital invested by funds: $3.98B → $5.88B (+$1.9B)

43% more funds holding in top 10

Funds holding in top 10: 23 → 33 (+10)

30% more funds holding

Funds holding: 200 → 260 (+60)

1.18% more ownership

Funds ownership: 87.98% → 89.16% (+1.2%)

Holders
260
Holders Change
+60
Holders Change %
+30%
% of All Funds
3.16%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.4%
New
68
Increased
156
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$517M
2
Morgan Stanley
Morgan Stanley
New York
+$83.7M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$69.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$65.2M
5
CFB
Cullen/Frost Bankers
Texas
+$44.3M

Top Sellers

1
DADC
D.A. Davidson & Co
Montana
-$3.08M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.2M
4
CWMS
Cannon Wealth Management Services
North Carolina
-$2.14M
5
Truist Financial
Truist Financial
North Carolina
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
251
Greykasell Wealth Strategies
California
$7.92K +$44 +1 +0.6%
HI
252
Horizon Investments
North Carolina
$7.47K +$7.2K +164 New
VWA
253
Valued Wealth Advisors
Utah
$6.65K +$6.41K +146 New
IWP
254
IAG Wealth Partners
Wisconsin
$5.79K +$5.58K +127 New
TFG
255
Team Financial Group
California
$5.15K +$4.96K +113 New
AssetMark Inc
256
AssetMark Inc
California
$4.01K +$395 +9 +11%
RFP
257
Root Financial Partners
California
$3.19K +$3.07K +70 New
RWM
258
Rialto Wealth Management
New York
$1K +$966 +22 New
BCMIO
259
Beacon Capital Management Inc (Ohio)
Ohio
$60 – – –
Citigroup
260
Citigroup
New York
$46 +$44 +1 New
Two Sigma Investments
261
Two Sigma Investments
New York
– -$2.3M -53,900 Closed
Renaissance Technologies
262
Renaissance Technologies
New York
– -$2.2M -51,540 Closed
Citadel Advisors
263
Citadel Advisors
Florida
– -$965K -22,585 Closed
Cerity Partners
264
Cerity Partners
New York
– -$440K -10,294 Closed
D.E. Shaw & Co
265
D.E. Shaw & Co
New York
– -$373K -8,721 Closed
XT
266
XTX Topco
Cayman Islands
– -$219K -5,115 Closed
7 8 9 10
11

PVAL Hedge Fund Activity: Q4 2025 in Review

260 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q4 2025, worth a combined $5.88B — up 48% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PVAL positions and 6 closed out — a net gain of 62 holders — while 156 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $517M. The largest seller was D.A. Davidson & Co, cutting an estimated $3.08M.

  • 260 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q4 2025, up from 200 in Q3 2025.
  • Funds reported $5.88B of Putnam Focused Large Cap Value ETF stock for Q4 2025, up 48% quarter-over-quarter.
  • 68 funds opened new Putnam Focused Large Cap Value ETF positions in Q4 2025 and 6 closed out, a net change of +62 holders.
  • The largest Putnam Focused Large Cap Value ETF buyer in Q4 2025 was Bank of America, an estimated $517M added.
  • The largest Putnam Focused Large Cap Value ETF seller in Q4 2025 was D.A. Davidson & Co, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2025.