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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

167 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 36 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
167
Holders Change
+22
Holders Change %
+15.17%
% of All Funds
2.24%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
36
Increased
94
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFB
1
Cullen/Frost Bankers
Texas
$99.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$143M
3
Bank of America
3
Bank of America
North Carolina
$410M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$143M
5
MYIA
5
Mount Yale Investment Advisors
Colorado
$30.2M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$3.76M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$49.3M
3
WANY
3
Wealthspire Advisors (New York)
New York
$10.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$41.1M
5
ELI
5
Empire Life Investments
Ontario, Canada
$5.09M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$19.5M 483,665 +258,635 +115%
KAS
27
Kestra Advisory Services
Texas
$19.2M 476,794 +35,980 +8%
Two Sigma Investments
28
Two Sigma Investments
New York
$18.7M 465,400 +465,400 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$17.2M 428,069 +47,057 +12%
Wells Fargo
30
Wells Fargo
California
$16.3M 405,707 +403,497 +18,258%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$15.9M 396,394 +396,394 New
AF
32
Advisornet Financial
Minnesota
$15.9M 396,117 +27,817 +8%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$15.5M 385,950 +385,950 New
SWA
34
Sax Wealth Advisors
New Jersey
$14.5M 360,157 +204,071 +131%
KFSN
35
Keystone Financial Services (Nebraska)
Nebraska
$13.7M 341,241 +15,711 +5%
BTWM
36
Baker Tilly Wealth Management
Wisconsin
$13.4M 333,961 +49,788 +18%
CTC
37
Central Trust Company
Missouri
$12.9M 321,055 +218,134 +212%
MML Investors Services
38
MML Investors Services
Massachusetts
$12.7M 315,303 +295,905 +1,525%
WC
39
Weil Company
California
$11.6M 289,306 +289,306 New
BFS
40
BridgePort Financial Solutions
Iowa
$11.4M 282,838 +84,371 +43%
RA
41
RFG Advisory
Alabama
$11.3M 280,726 +280,726 New
RWA
42
Redhawk Wealth Advisors
Minnesota
$11.3M 280,067 +13,162 +5%
EFG
43
Embree Financial Group
Illinois
$11.1M 277,002 +89,394 +48%
SPIA
44
Steward Partners Investment Advisory
New York
$11M 274,544 +52,734 +24%
IWA
45
IVC Wealth Advisors
Pennsylvania
$10.9M 270,420 +87,824 +48%
WANY
46
Wealthspire Advisors (New York)
New York
$10.7M 266,003 -105,752 -28%
AI
47
Atria Investments
North Carolina
$9.61M 238,845 +99,686 +72%
CWM
48
Castle Wealth Management
Florida
$8.41M 209,171 +73,304 +54%
HTC
49
Haverford Trust Company
Pennsylvania
$7.56M 187,934 +11,831 +7%
CCA
50
Coign Capital Advisors
Utah
$7.43M 184,622 +29,794 +19%
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