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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

34 hedge funds and large institutions have $188M invested in Putnam Focused Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
14
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$18M
2
Bank of America
2
Bank of America
North Carolina
$30.5M
3
UBS Group
3
UBS Group
Switzerland
$10.5M
4
CAN
4
Cetera Advisor Networks
California
$13.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.61M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$39.8M
2
SWA
2
Stratos Wealth Advisors
Ohio
$681K
3
KPWS
3
Kestra Private Wealth Services
Texas
$1.93M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
KAS
5
Kestra Advisory Services
Texas
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$276K +$276K +8,756 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$246K +$246K +7,788 New
BPA
28
Beacon Pointe Advisors
California
$244K -$55.8K -1,769 -19%
EFS
29
Essex Financial Services
Connecticut
$232K +$232K +7,344 New
BTWM
30
Baker Tilly Wealth Management
Wisconsin
$226K +$226K +7,180 New
Osaic Holdings
31
Osaic Holdings
Arizona
$84.9K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$63.1K +$63.1K +2,000 New
Comerica Bank
33
Comerica Bank
Texas
$45.8K +$45.8K +1,452 New
FFA
34
Farther Finance Advisors
California
$16.6K +$16.6K +526 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
– -$322K -11,004 Closed
1
2