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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

26 hedge funds and large institutions have $160M invested in Putnam Focused Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
9
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20M
2
KAS
2
Kestra Advisory Services
Texas
$10.2M
3
Stifel Financial
3
Stifel Financial
Missouri
$13M
4
PFG
4
Prosperity Financial Group
California
$8.34M
5
LPL Financial
5
LPL Financial
California
$1.33M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$57.9M
2
PI
2
Putnam Investments
Massachusetts
$0
3
SAM
3
Synergy Asset Management
Washington
$0
4
SWA
4
Stratos Wealth Advisors
Ohio
$1.23M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$69K -$487K -16,643 -88%
PI
27
Putnam Investments
Massachusetts
– -$4.41M -150,000 Closed
SAM
28
Synergy Asset Management
Washington
– -$3.58M -122,001 Closed
ACM
29
AlphaStar Capital Management
North Carolina
– -$417K -14,183 Closed
Jane Street
30
Jane Street
New York
– -$276K -9,405 Closed
1
2