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Putnam Focused Large Cap Value ETF

200 hedge funds and large institutions have $3.98B invested in Putnam Focused Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

290% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 30

38% more capital invested

Capital invested by funds: $2.88B → $3.98B (+$1.1B)

17% more funds holding

Funds holding: 171200 (+29)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

2.81% more ownership

Funds ownership: 85.17%87.98% (+2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $195K

Holders
200
Holders Change
+29
Holders Change %
+16.96%
% of All Funds
2.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.3%
New
42
Increased
117
Reduced
30
Closed
10
Calls
Puts
$195K
Net Calls
-$195K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$26.6M +$4.2M +101,343 +19%
AWA
27
Arete Wealth Advisors
Illinois
$25.6M +$857K +20,689 +4%
SFG
28
Sowa Financial Group
Rhode Island
$23.4M +$1.19M +28,736 +6%
SWA
29
Sax Wealth Advisors
New Jersey
$22.8M +$7.16M +172,992 +48%
AF
30
Advisornet Financial
Minnesota
$21M +$3.91M +94,419 +24%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$20.9M +$2.51M +60,693 +14%
Truist Financial
32
Truist Financial
North Carolina
$20.4M +$15.9M +384,322 +411%
MML Investors Services
33
MML Investors Services
Massachusetts
$19.9M +$6.2M +149,834 +48%
TCM
34
Towneley Capital Management
California
$18.2M +$17.6M +426,103 New
CFG
35
Cooper Financial Group
California
$17.6M +$17.1M +412,099 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$17.3M +$828K +20,002 +5%
LPL Financial
37
LPL Financial
California
$17.3M +$11.1M +268,654 +197%
RA
38
RFG Advisory
Alabama
$16.6M +$4.44M +107,339 +38%
BTWM
39
Baker Tilly Wealth Management
Wisconsin
$16.4M +$2.06M +49,676 +15%
KFSN
40
Keystone Financial Services (Nebraska)
Nebraska
$15M +$368K +8,883 +3%
BFS
41
BridgePort Financial Solutions
Iowa
$14.8M +$2.63M +63,539 +22%
EFG
42
Embree Financial Group
Illinois
$14.4M +$2.51M +60,581 +22%
ACM
43
Aurdan Capital Management
Pennsylvania
$14.3M +$11.6M +279,438 +496%
WANY
44
Wealthspire Advisors (New York)
New York
$14M +$2.59M +62,656 +24%
WC
45
Weil Company
California
$14M +$1.58M +38,165 +13%
OIA
46
OneDigital Investment Advisors
Kansas
$13.7M +$7.38M +178,279 +125%
CTC
47
Central Trust Company
Missouri
$13.2M -$524K -12,644 -4%
SPIA
48
Steward Partners Investment Advisory
New York
$13.2M +$1.39M +33,546 +12%
IWA
49
IVC Wealth Advisors
Pennsylvania
$13.1M +$1.54M +37,242 +14%
RWA
50
Redhawk Wealth Advisors
Minnesota
$12.1M +$118K +2,839 +1%