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Putnam Focused Large Cap Value ETF

147 hedge funds and large institutions have $2.05B invested in Putnam Focused Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 84 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

367% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 18

53% more capital invested

Capital invested by funds: $1.34B → $2.05B (+$710M)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

25% more funds holding

Funds holding: 118147 (+29)

1.72% more ownership

Funds ownership: 82.67%84.39% (+1.7%)

Holders
147
Holders Change
+29
Holders Change %
+24.58%
% of All Funds
1.97%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
35
Increased
84
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFSN
26
Keystone Financial Services (Nebraska)
Nebraska
$12.4M +$828K +21,604 +7%
GWM
27
Geneos Wealth Management
Colorado
$11.9M +$11.9M +311,437 New
BTWM
28
Baker Tilly Wealth Management
Wisconsin
$10.8M +$7.4M +193,259 +213%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$10.7M +$2.06M +53,768 +24%
RWA
30
Redhawk Wealth Advisors
Minnesota
$10.2M +$1.01M +26,344 +11%
CAL
31
Capital Analysts LLC
Pennsylvania
$9.56M +$7.15M +186,734 +291%
AAS
32
Avantax Advisory Services
Texas
$8.57M +$4.01M +104,800 +87%
SPIA
33
Steward Partners Investment Advisory
New York
$8.45M +$5.07M +132,333 +148%
ELI
34
Empire Life Investments
Ontario, Canada
$7.81M +$254K +6,625 +3%
BFS
35
BridgePort Financial Solutions
Iowa
$7.56M +$184K +4,794 +2%
EFG
36
Embree Financial Group
Illinois
$7.14M +$5.59M +146,032 +351%
IWA
37
IVC Wealth Advisors
Pennsylvania
$6.95M +$7M +182,596 New
SWM
38
StoneCrest Wealth Management
Arizona
$6.82M +$167K +4,347 +2%
EFL
39
ERn Financial LLC
Wisconsin
$6.74M +$270K +7,045 +4%
HTC
40
Haverford Trust Company
Pennsylvania
$6.71M +$6.75M +176,103 New
SWA
41
Sax Wealth Advisors
New Jersey
$5.94M +$2.58M +67,438 +76%
CCA
42
Coign Capital Advisors
Utah
$5.9M +$282K +7,360 +5%
FFG
43
Foundry Financial Group
New Hampshire
$5.88M +$183K +4,766 +3%
PFG
44
Prosperity Financial Group
California
$5.72M +$542K +14,147 +10%
CWMS
45
Cannon Wealth Management Services
North Carolina
$5.54M +$347K +9,066 +6%
NEPWA
46
New England Private Wealth Advisors
Massachusetts
$5.42M +$989K +25,809 +22%
AI
47
Atria Investments
North Carolina
$5.3M -$783K -20,432 -13%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$5.28M +$2.05M +53,460 +63%
CWM
49
Castle Wealth Management
Florida
$5.17M +$5.21M +135,867 New
IAN
50
Integrated Advisors Network
Texas
$5.13M -$116K -3,030 -2%

PVAL Hedge Fund Activity: Q1 2025 in Review

147 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q1 2025, worth a combined $2.05B — up 53% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PVAL positions and 5 closed out — a net gain of 30 holders — while 84 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $106M. The largest seller was GGM Financials, cutting an estimated $13.5M.

  • 147 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q1 2025, up from 118 in Q4 2024.
  • Funds reported $2.05B of Putnam Focused Large Cap Value ETF stock for Q1 2025, up 53% quarter-over-quarter.
  • 35 funds opened new Putnam Focused Large Cap Value ETF positions in Q1 2025 and 5 closed out, a net change of +30 holders.
  • The largest Putnam Focused Large Cap Value ETF buyer in Q1 2025 was Bank of America, an estimated $106M added.
  • The largest Putnam Focused Large Cap Value ETF seller in Q1 2025 was GGM Financials, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2025.