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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

95 hedge funds and large institutions have $959M invested in Putnam Focused Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+33
Holders Change %
+53.23%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
36
Increased
43
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$106M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$61M
3
Bank of America
3
Bank of America
North Carolina
$158M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$33.2M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$15.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.5M
3
PWM
3
Provident Wealth Management
Tennessee
$4.3M
4
Jane Street
4
Jane Street
New York
$1.67M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
51
Central Trust Company
Missouri
$1.67M +$1.67M +44,063 New
Jane Street
52
Jane Street
New York
$1.67M -$1.37M -35,994 -45%
WIP
53
WealthCare Investment Partners
Rhode Island
$1.62M -$34.2K -904 -2%
SPIA
54
Steward Partners Investment Advisory
New York
$1.56M +$1.03M +27,169 +194%
Citadel Advisors
55
Citadel Advisors
Florida
$1.25M +$1.25M +33,078 New
EFS
56
Essex Financial Services
Connecticut
$1.21M +$85.2K +2,225 +8%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$1.18M -$51.3K -1,352 -4%
SWM
58
SeaCrest Wealth Management
New York
$1.17M +$1.17M +30,805 New
SPA
59
Sentinel Pension Advisors
Massachusetts
$1.15M +$200K +5,267 +21%
MCM
60
MAI Capital Management
Ohio
$1.02M +$341K +9,001 +50%
BAM
61
Belpointe Asset Management
Nevada
$963K -$26.6K -701 -3%
PFS
62
Prospera Financial Services
Texas
$683K +$683K +18,001 New
DAS
63
Dynamic Advisor Solutions
Arizona
$602K +$267K +7,038 +80%
BEI
64
Benjamin Edwards Inc
Missouri
$596K +$596K +15,700 New
IA
65
IFP Advisors
Florida
$589K +$589K +15,513 New
APP
66
Avantax Planning Partners
Iowa
$543K -$198K -5,218 -27%
GFG
67
Goldstone Financial Group
Illinois
$507K +$507K +13,368 New
SI
68
Stephens Inc
Arkansas
$460K +$88.1K +2,321 +24%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$453K +$3.86K +100 +0.9%
SW
70
SteelPeak Wealth
California
$415K +$415K +10,948 New
OWM
71
OneAscent Wealth Management
Alabama
$411K +$411K +10,831 New
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$406K +$406K +10,699 New
BTWM
73
Baker Tilly Wealth Management
Wisconsin
$394K +$92.3K +2,434 +31%
BAMG
74
Brand Asset Management Group
Missouri
$384K +$384K +10,117 New
SAM
75
Synergy Asset Management
Washington
$378K +$378K +9,971 New
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