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Putnam Focused Large Cap Value ETF

171 hedge funds and large institutions have $2.88B invested in Putnam Focused Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

41% more capital invested

Capital invested by funds: $2.05B → $2.88B (+$834M)

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

16% more funds holding

Funds holding: 147171 (+24)

0.77% more ownership

Funds ownership: 84.39%85.17% (+0.77%)

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% 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
38
Increased
96
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
Sowa Financial Group
Rhode Island
$20.9M +$1.07M +28,336 +6%
AAS
27
Avantax Advisory Services
Texas
$19.5M +$9.75M +258,635 +115%
KAS
28
Kestra Advisory Services
Texas
$19.2M +$1.36M +35,980 +8%
Two Sigma Investments
29
Two Sigma Investments
New York
$18.7M +$17.5M +465,400 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$17.2M +$1.77M +47,057 +12%
Wells Fargo
31
Wells Fargo
California
$16.3M +$15.2M +403,497 +18,258%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$15.9M +$14.9M +396,394 New
AF
33
Advisornet Financial
Minnesota
$15.9M +$1.05M +27,817 +8%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$15.5M +$14.5M +385,950 New
SWA
35
Sax Wealth Advisors
New Jersey
$14.5M +$7.69M +204,071 +131%
KFSN
36
Keystone Financial Services (Nebraska)
Nebraska
$13.7M +$592K +15,711 +5%
BTWM
37
Baker Tilly Wealth Management
Wisconsin
$13.4M +$1.88M +49,788 +18%
CTC
38
Central Trust Company
Missouri
$12.9M +$8.22M +218,134 +212%
MML Investors Services
39
MML Investors Services
Massachusetts
$12.7M +$11.2M +295,905 +1,525%
WC
40
Weil Company
California
$11.6M +$10.9M +289,306 New
BFS
41
BridgePort Financial Solutions
Iowa
$11.4M +$3.18M +84,371 +43%
RA
42
RFG Advisory
Alabama
$11.3M +$10.6M +280,726 New
RWA
43
Redhawk Wealth Advisors
Minnesota
$11.3M +$496K +13,162 +5%
EFG
44
Embree Financial Group
Illinois
$11.1M +$3.37M +89,394 +48%
SPIA
45
Steward Partners Investment Advisory
New York
$11M +$1.99M +52,734 +24%
IWA
46
IVC Wealth Advisors
Pennsylvania
$10.9M +$3.31M +87,824 +48%
WANY
47
Wealthspire Advisors (New York)
New York
$10.7M -$3.99M -105,752 -28%
AI
48
Atria Investments
North Carolina
$9.61M +$3.76M +99,686 +72%
CWM
49
Castle Wealth Management
Florida
$8.41M +$2.76M +73,304 +54%
HTC
50
Haverford Trust Company
Pennsylvania
$7.56M +$446K +11,831 +7%

PVAL Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q2 2025, worth a combined $2.88B — up 41% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PVAL positions and 13 closed out — a net gain of 25 holders — while 96 added to existing stakes and 29 trimmed.

The largest buyer was Cullen/Frost Bankers, opening a new position worth an estimated $93.6M. The largest seller was Truist Financial, cutting an estimated $14.2M.

  • 171 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q2 2025, up from 147 in Q1 2025.
  • Funds reported $2.88B of Putnam Focused Large Cap Value ETF stock for Q2 2025, up 41% quarter-over-quarter.
  • 38 funds opened new Putnam Focused Large Cap Value ETF positions in Q2 2025 and 13 closed out, a net change of +25 holders.
  • The largest Putnam Focused Large Cap Value ETF buyer in Q2 2025 was Cullen/Frost Bankers, an estimated $93.6M added.
  • The largest Putnam Focused Large Cap Value ETF seller in Q2 2025 was Truist Financial, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2025.