Putnam Focused Large Cap Value ETF
PVAL
62 hedge funds and large institutions have $502M invested in Putnam Focused Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 3 closing their positions.
833% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 3
400% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 5
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
60% more capital invested
Capital invested by funds: $313M → $502M (+$189M)
59% more funds holding
Funds holding: 39 → 62 (+23)
0.84% more ownership
Funds ownership: 75.85% → 76.69% (+0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$55.6M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$52.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$20.7M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$12.2M |
| 5 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$5.49M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.32M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$206K |
| 5 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
-$27.8K |
PVAL Hedge Fund Activity: Q2 2024 in Review
62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q2 2024, worth a combined $502M — up 60% from $313M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PVAL positions and 3 closed out — a net gain of 25 holders — while 25 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $55.6M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $11M sold.
- 62 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q2 2024, up from 39 in Q1 2024.
- Funds reported $502M of Putnam Focused Large Cap Value ETF stock for Q2 2024, up 60% quarter-over-quarter.
- 28 funds opened new Putnam Focused Large Cap Value ETF positions in Q2 2024 and 3 closed out, a net change of +25 holders.
- The largest Putnam Focused Large Cap Value ETF buyer in Q2 2024 was Bank of America, an estimated $55.6M added.
- The largest Putnam Focused Large Cap Value ETF seller in Q2 2024 was Balyasny Asset Management, an estimated $11M sold.
Based on aggregated 13F filings for Q2 2024.