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Putnam Focused Large Cap Value ETF

118 hedge funds and large institutions have $1.34B invested in Putnam Focused Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
118
Holders Change
+23
Holders Change %
+24.21%
% of All Funds
1.57%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
33
Increased
67
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$8.03M +$1.38M +37,082 +21%
BFS
27
BridgePort Financial Solutions
Iowa
$7.44M +$7.44M +193,673 New
ELI
28
Empire Life Investments
Ontario, Canada
$7.37M +$1.07M +28,805 +17%
SWM
29
StoneCrest Wealth Management
Arizona
$6.49M +$394K +10,601 +6%
EFL
30
ERn Financial LLC
Wisconsin
$6.31M +$424K +11,411 +7%
AI
31
Atria Investments
North Carolina
$5.92M -$720K -19,384 -11%
FFG
32
Foundry Financial Group
New Hampshire
$5.55M +$314K +8,458 +6%
CCA
33
Coign Capital Advisors
Utah
$5.47M +$5.47M +147,468 New
CWMS
34
Cannon Wealth Management Services
North Carolina
$5.39M +$2.6M +67,502 +94%
IAN
35
Integrated Advisors Network
Texas
$5.12M -$49.9K -1,344 -1%
PFG
36
Prosperity Financial Group
California
$5.05M +$80.4K +2,167 +2%
PSCM
37
Per Stirling Capital Management
Texas
$4.68M +$95.7K +2,577 +2%
AAS
38
Avantax Advisory Services
Texas
$4.46M +$1.73M +46,572 +63%
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$4.33M +$4.33M +116,611 New
SA
40
Sovran Advisors
California
$4.13M +$4.13M +110,348 New
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$4.11M -$1.29M -34,820 -24%
TWP
42
Tempus Wealth Planning
California
$3.99M +$3.99M +107,520 New
AWS
43
Atria Wealth Solutions
New York
$3.59M -$100K -2,702 -3%
BTWM
44
Baker Tilly Wealth Management
Wisconsin
$3.37M +$2.99M +80,525 +775%
CTC
45
Central Trust Company
Missouri
$3.35M +$1.71M +46,158 +105%
SPIA
46
Steward Partners Investment Advisory
New York
$3.32M +$1.79M +48,293 +117%
SWA
47
Sax Wealth Advisors
New Jersey
$3.29M +$3.29M +88,648 New
MML Investors Services
48
MML Investors Services
Massachusetts
$3.29M +$610K +16,431 +23%
PWM
49
Provident Wealth Management
Tennessee
$3.23M -$980K -26,406 -23%
Truist Financial
50
Truist Financial
North Carolina
$3.19M +$336K +9,046 +12%