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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

145 hedge funds and large institutions have $2.03B invested in Putnam Focused Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+27
Holders Change %
+22.88%
% 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
34
Increased
84
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$324M
2
Morgan Stanley
Morgan Stanley
New York
$192M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$143M
4
HighTower Advisors
HighTower Advisors
Illinois
$50.7M
5
UBS Group
UBS Group
Switzerland
$146M

Top Sellers

1
GF
GGM Financials
Ohio
$2.26M
2
MML Investors Services
MML Investors Services
Massachusetts
$739K
3
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M
4
TCWA
Turtle Creek Wealth Advisors
Texas
$0
5
PWM
Provident Wealth Management
Tennessee
$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$11.9M +$11.9M +311,437 New
BTWM
27
Baker Tilly Wealth Management
Wisconsin
$10.8M +$7.36M +193,259 +213%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$10.7M +$2.05M +53,768 +24%
RWA
29
Redhawk Wealth Advisors
Minnesota
$10.2M +$1M +26,344 +11%
CAL
30
Capital Analysts LLC
Pennsylvania
$9.56M +$7.11M +186,734 +291%
AAS
31
Avantax Advisory Services
Texas
$8.57M +$3.99M +104,800 +87%
SPIA
32
Steward Partners Investment Advisory
New York
$8.45M +$5.04M +132,333 +148%
ELI
33
Empire Life Investments
Ontario, Canada
$7.81M +$252K +6,625 +3%
BFS
34
BridgePort Financial Solutions
Iowa
$7.56M +$183K +4,794 +2%
EFG
35
Embree Financial Group
Illinois
$7.14M +$5.56M +146,032 +351%
IWA
36
IVC Wealth Advisors
Pennsylvania
$6.95M +$6.95M +182,596 New
SWM
37
StoneCrest Wealth Management
Arizona
$6.82M +$166K +4,347 +2%
EFL
38
ERn Financial LLC
Wisconsin
$6.74M +$268K +7,045 +4%
HTC
39
Haverford Trust Company
Pennsylvania
$6.71M +$6.71M +176,103 New
SWA
40
Sax Wealth Advisors
New Jersey
$5.94M +$2.57M +67,438 +76%
CCA
41
Coign Capital Advisors
Utah
$5.9M +$280K +7,360 +5%
FFG
42
Foundry Financial Group
New Hampshire
$5.88M +$181K +4,766 +3%
PFG
43
Prosperity Financial Group
California
$5.72M +$539K +14,147 +10%
CWMS
44
Cannon Wealth Management Services
North Carolina
$5.54M +$338K +9,066 +6%
NEPWA
45
New England Private Wealth Advisors
Massachusetts
$5.42M +$983K +25,809 +22%
AI
46
Atria Investments
North Carolina
$5.3M -$778K -20,432 -13%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$5.28M +$2.04M +53,460 +63%
CWM
48
Castle Wealth Management
Florida
$5.17M +$5.17M +135,867 New
IAN
49
Integrated Advisors Network
Texas
$5.13M -$115K -3,030 -2%
LPL Financial
50
LPL Financial
California
$5.06M +$2.04M +53,505 +67%
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