PVAL icon

Putnam Focused Large Cap Value ETF

311 hedge funds and large institutions have $7.11B invested in Putnam Focused Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 178 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Auctus Advisors
North Carolina
$44.1M
DA
27
Drake & Associates
Wisconsin
$41.5M
RA
28
RFG Advisory
Alabama
$40.9M
HG
29
Harbor Group
New Hampshire
$39.9M
GWM
30
Geneos Wealth Management
Colorado
$39.5M
HW
31
Hancock Whitney
Mississippi
$37.6M
EFG
32
Embree Financial Group
Illinois
$35.5M
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$32.6M
AWA
34
Arete Wealth Advisors
Illinois
$32.5M
SWA
35
Sax Wealth Advisors
New Jersey
$31.1M
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$29.8M
MML Investors Services
37
MML Investors Services
Massachusetts
$29.2M
OIA
38
OneDigital Investment Advisors
Kansas
$26.6M
AF
39
Advisornet Financial
Minnesota
$26.2M
SFG
40
Sowa Financial Group
Rhode Island
$26.1M
Truist Financial
41
Truist Financial
North Carolina
$25.6M
SPIA
42
Steward Partners Investment Advisory
New York
$24M
BTWM
43
Baker Tilly Wealth Management
Wisconsin
$23.9M
Baird Financial Group
44
Baird Financial Group
Wisconsin
$22.8M
PCMM
45
Piedmont Capital Management (Montana)
Montana
$22.8M
TCM
46
Towneley Capital Management
California
$20.1M
ACM
47
Aurdan Capital Management
Pennsylvania
$20M
M&T Bank
48
M&T Bank
New York
$19.4M
FAM
49
Frontier Asset Management
Wyoming
$19.1M
RMS
50
Retirement Management Systems
Maryland
$19.1M