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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

168 hedge funds and large institutions have $2.84B invested in Putnam Focused Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+23
Holders Change %
+15.86%
% of All Funds
2.25%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
37
Increased
94
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFB
Cullen/Frost Bankers
Texas
+$99.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$74.1M
3
Bank of America
Bank of America
North Carolina
+$67.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$30.5M
5
MYIA
Mount Yale Investment Advisors
Colorado
+$30.2M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$15.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$4.35M
3
WANY
Wealthspire Advisors (New York)
New York
-$4.25M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$3.26M
5
ELI
Empire Life Investments
Ontario, Canada
-$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$19.5M +$10.4M +258,635 +115%
KAS
27
Kestra Advisory Services
Texas
$19.2M +$1.45M +35,980 +8%
Two Sigma Investments
28
Two Sigma Investments
New York
$18.7M +$18.7M +465,400 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$17.2M +$1.89M +47,057 +12%
Wells Fargo
30
Wells Fargo
California
$16.3M +$16.2M +403,497 +18,258%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$15.9M +$15.9M +396,394 New
AF
32
Advisornet Financial
Minnesota
$15.9M +$1.12M +27,817 +8%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$15.5M +$15.5M +385,950 New
SWA
34
Sax Wealth Advisors
New Jersey
$14.5M +$8.21M +204,071 +131%
KFSN
35
Keystone Financial Services (Nebraska)
Nebraska
$13.7M +$632K +15,711 +5%
BTWM
36
Baker Tilly Wealth Management
Wisconsin
$13.4M +$2M +49,788 +18%
CTC
37
Central Trust Company
Missouri
$12.9M +$8.78M +218,134 +212%
MML Investors Services
38
MML Investors Services
Massachusetts
$12.7M +$11.9M +295,905 +1,525%
WC
39
Weil Company
California
$11.6M +$11.6M +289,306 New
BFS
40
BridgePort Financial Solutions
Iowa
$11.4M +$3.39M +84,371 +43%
RA
41
RFG Advisory
Alabama
$11.3M +$11.3M +280,726 New
RWA
42
Redhawk Wealth Advisors
Minnesota
$11.3M +$530K +13,162 +5%
EFG
43
Embree Financial Group
Illinois
$11.1M +$3.6M +89,394 +48%
SPIA
44
Steward Partners Investment Advisory
New York
$11M +$2.12M +52,734 +24%
IWA
45
IVC Wealth Advisors
Pennsylvania
$10.9M +$3.53M +87,824 +48%
WANY
46
Wealthspire Advisors (New York)
New York
$10.7M -$4.25M -105,752 -28%
AI
47
Atria Investments
North Carolina
$9.61M +$4.01M +99,686 +72%
CWM
48
Castle Wealth Management
Florida
$8.41M +$2.95M +73,304 +54%
HTC
49
Haverford Trust Company
Pennsylvania
$7.56M +$476K +11,831 +7%
CCA
50
Coign Capital Advisors
Utah
$7.43M +$1.2M +29,794 +19%
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