We are live on ! Find out more
PVAL icon

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
AWM
301
Abound Wealth Management
Tennessee
$8.72K +$8.88K +188 New
GWS
302
Greykasell Wealth Strategies
California
$8.07K
AFO
303
Allie Family Office
Florida
$7.98K +$812K +17,200 New
CPG
304
Cornerstone Planning Group
New Jersey
$7.76K +$7.41K +157 New
VWA
305
Valued Wealth Advisors
Utah
$6.78K
IWP
306
IAG Wealth Partners
Wisconsin
$5.89K
PF
307
PlanVest Financial
Maryland
$4.96K +$5.05K +107 New
ACA
308
Aptus Capital Advisors
Alabama
$4.5K +$4.58K +97 New
HFS
309
Hantz Financial Services
Michigan
$3K +$3.54K +75 New
CPBTD
310
Central Pacific Bank - Trust Division
Hawaii
$1.72K +$1.75K +37 New
US Bancorp
311
US Bancorp
Minnesota
$1.67K +$1.7K +36 New
AWM
312
Activest Wealth Management
Florida
$1.3K +$1.32K +28 New
CBT
313
Crews Bank & Trust
Florida
$1.16K +$1.18K +25 New
BCMIO
314
Beacon Capital Management Inc (Ohio)
Ohio
$61
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
-$35.2M -772,511 Closed
Janney Montgomery Scott
316
Janney Montgomery Scott
Pennsylvania
-$33.8M -742,130 Closed
PP
317
Prudential plc
United Kingdom
-$8.9M -195,200 Closed
DAS
318
Diversify Advisory Services
Utah
-$7.99M -170,008 Closed
JWCA
319
J.W. Cole Advisors
Florida
-$6.59M -144,709 Closed
AWM
320
Axxcess Wealth Management
California
-$1.44M -31,604 Closed
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
-$1.42M -31,087 Closed
GWM
322
GK Wealth Management
Nevada
-$1.01M -22,240 Closed
TRCT
323
Tower Research Capital (TRC)
New York
-$987K -21,657 Closed
SW
324
SteelPeak Wealth
California
-$491K -10,779 Closed
HWMO
325
Heritage Wealth Management (Ohio)
Ohio
-$274K -6,015 Closed