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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

95 hedge funds and large institutions have $959M invested in Putnam Focused Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+33
Holders Change %
+53.23%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
36
Increased
43
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$106M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$61M
3
Bank of America
3
Bank of America
North Carolina
$158M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$33.2M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$15.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.5M
3
PWM
3
Provident Wealth Management
Tennessee
$4.3M
4
Jane Street
4
Jane Street
New York
$1.67M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
26
Allegheny Financial Group
Pennsylvania
$6.55M +$6.55M +172,757 New
ELI
27
Empire Life Investments
Ontario, Canada
$6.42M +$6.42M +169,700 New
SWM
28
StoneCrest Wealth Management
Arizona
$6.23M +$6.23M +164,233 New
AF
29
Advisornet Financial
Minnesota
$6.16M +$2.98M +78,649 +94%
EFL
30
ERn Financial LLC
Wisconsin
$6.01M +$1.51M +39,681 +33%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$5.52M +$636K +16,762 +13%
FFG
32
Foundry Financial Group
New Hampshire
$5.36M +$5.36M +141,172 New
IAN
33
Integrated Advisors Network
Texas
$5.28M +$5.28M +139,191 New
PFG
34
Prosperity Financial Group
California
$5.08M +$182K +4,798 +4%
PSCM
35
Per Stirling Capital Management
Texas
$4.68M +$4.68M +123,446 New
PWM
36
Provident Wealth Management
Tennessee
$4.3M -$1.83M -48,249 -30%
AWS
37
Atria Wealth Solutions
New York
$3.78M +$1.55M +40,975 +70%
Truist Financial
38
Truist Financial
North Carolina
$2.91M +$374K +9,853 +15%
AAS
39
Avantax Advisory Services
Texas
$2.79M +$2.79M +73,658 New
SPC
40
Sigma Planning Corp
Michigan
$2.77M +$2.77M +72,979 New
CWMS
41
Cannon Wealth Management Services
North Carolina
$2.74M +$2.74M +72,168 New
MML Investors Services
42
MML Investors Services
Massachusetts
$2.74M +$2.48M +65,467 +980%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.68M +$696K +18,373 +35%
LPL Financial
44
LPL Financial
California
$2.56M +$581K +15,314 +29%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.36M +$1.15M +30,226 +94%
AWM
46
Able Wealth Management
New Jersey
$2.22M +$897K +23,651 +68%
KPWS
47
Kestra Private Wealth Services
Texas
$2.17M -$75.6K -1,992 -3%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.89M +$1.43M +37,747 +315%
HI
49
Harbour Investments
Wisconsin
$1.85M +$1.84M +48,465 +11,567%
SOS
50
Silver Oak Securities
Tennessee
$1.79M +$1.79M +47,890 New
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