PVAL icon

Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

62 hedge funds and large institutions have $502M invested in Putnam Focused Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+23
Holders Change %
+58.97%
% of All Funds
0.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
28
Increased
25
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$112M
2
GT
2
Glenmede Trust
Pennsylvania
$57.2M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$35.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$37.5M
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$7.9M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$49.5M
3
OMC
3
Old Mission Capital
Illinois
$791K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
WIP
5
WealthCare Investment Partners
Rhode Island
$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$2.13M +$2.13M +58,561 New
HighTower Advisors
27
HighTower Advisors
Illinois
$1.91M +$1.91M +52,472 New
LPL Financial
28
LPL Financial
California
$1.9M -$2.54K -70 -0.1%
WIP
29
WealthCare Investment Partners
Rhode Island
$1.59M -$28.3K -780 -2%
HG
30
Harbor Group
New Hampshire
$1.51M +$1.51M +41,705 New
AWM
31
Able Wealth Management
New Jersey
$1.26M +$1.26M +34,811 New
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$146K +4,032 +14%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.16M +$1.16M +32,012 New
EFS
34
Essex Financial Services
Connecticut
$1.05M +$594K +16,611 +131%
BAM
35
Belpointe Asset Management
Nevada
$947K +$947K +26,076 New
SPA
36
Sentinel Pension Advisors
Massachusetts
$907K +$197K +5,415 +28%
OMC
37
Old Mission Capital
Illinois
$791K -$1.35M -37,109 -63%
APP
38
Avantax Planning Partners
Iowa
$709K -$8.82K -243 -1%
MCM
39
MAI Capital Management
Ohio
$649K +$649K +17,890 New
SPIA
40
Steward Partners Investment Advisory
New York
$509K +$436K +12,015 +601%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$435K +$435K +11,984 New
SA
42
Sanctuary Advisors
Indiana
$425K +$425K +12,073 New
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$422K – – –
SI
44
Stephens Inc
Arkansas
$356K +$356K +9,814 New
BPA
45
Beacon Pointe Advisors
California
$338K +$1.05K +29 +0.3%
DAS
46
Dynamic Advisor Solutions
Arizona
$320K +$320K +8,825 New
BTWM
47
Baker Tilly Wealth Management
Wisconsin
$289K – – –
BCA
48
Bay Colony Advisors
Massachusetts
$272K +$272K +7,504 New
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$253K +$253K +6,958 New
MML Investors Services
50
MML Investors Services
Massachusetts
$242K +$242K +6,680 New
1
2
3