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Putnam Focused Large Cap Value ETF
PVAL

147 hedge funds and large institutions have $2.05B invested in Putnam Focused Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 84 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

367% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 18

53% more capital invested

Capital invested by funds: $1.34B → $2.05B (+$710M)

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

25% more funds holding

Funds holding: 118 → 147 (+29)

1.72% more ownership

Funds ownership: 82.67% → 84.39% (+1.7%)

Holders
147
Holders Change
+29
Holders Change %
+24.58%
% of All Funds
1.97%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
35
Increased
84
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$100M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$96.7M
4
HighTower Advisors
HighTower Advisors
Illinois
+$47.8M
5
UBS Group
UBS Group
Switzerland
+$35.2M

Top Sellers

Rank Fund Capital Flow
1
GF
GGM Financials
Ohio
-$13.5M
2
MML Investors Services
MML Investors Services
Massachusetts
-$2.65M
3
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$2.18M
4
TCWA
Turtle Creek Wealth Advisors
Texas
-$1.91M
5
PWM
Provident Wealth Management
Tennessee
-$806K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
51
LPL Financial
California
$5.06M +$2.05M +53,505 +67%
PSCM
52
Per Stirling Capital Management
Texas
$4.83M +$32K +836 +0.7%
AWM
53
Able Wealth Management
New Jersey
$4.63M +$1.62M +42,377 +53%
SA
54
Sovran Advisors
California
$4.5M +$637K +16,616 +15%
TWP
55
Tempus Wealth Planning
California
$4.17M +$76.6K +2,000 +2%
CTC
56
Central Trust Company
Missouri
$3.92M +$487K +12,700 +14%
SAM
57
Silvercrest Asset Management
New York
$3.89M +$3.92M +102,225 New
AWS
58
Atria Wealth Solutions
New York
$3.45M -$243K -6,347 -7%
MCA
59
Midwest Capital Advisors
Michigan
$3.43M +$396K +10,326 +13%
JWCA
60
J.W. Cole Advisors
Florida
$3.13M +$3.15M +82,323 New
Corient Private Wealth
61
Corient Private Wealth
Florida
$3.13M +$3.15M +82,211 New
HI
62
Harbour Investments
Wisconsin
$2.95M +$774K +20,211 +35%
SWM
63
SeaCrest Wealth Management
New York
$2.91M +$546K +14,250 +23%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$2.8M +$362K +9,442 +15%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$2.79M +$291K +7,585 +12%
SPC
66
Sigma Planning Corp
Michigan
$2.71M -$71.8K -1,874 -3%
PWM
67
Provident Wealth Management
Tennessee
$2.51M -$806K -21,038 -24%
KPWS
68
Kestra Private Wealth Services
Texas
$2.51M +$232K +6,048 +10%
EFS
69
Essex Financial Services
Connecticut
$2.4M +$1.33M +34,818 +124%
Jane Street
70
Jane Street
New York
$2.38M +$2.39M +62,499 New
GF
71
GGM Financials
Ohio
$2.26M -$13.5M -353,410 -86%
DADC
72
D.A. Davidson & Co
Montana
$2.14M -$231K -6,020 -10%
RFA
73
Rollins Financial Advisors
New York
$2.12M +$1.5M +39,137 +235%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M -$2.18M -56,882 -51%
SAM
75
Synergy Asset Management
Washington
$2.04M +$1.67M +43,567 +437%
1 2
3
4 5

PVAL Hedge Fund Activity: Q1 2025 in Review

147 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q1 2025, worth a combined $2.05B — up 53% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PVAL positions and 5 closed out — a net gain of 30 holders — while 84 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $106M. The largest seller was GGM Financials, cutting an estimated $13.5M.

  • 147 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q1 2025, up from 118 in Q4 2024.
  • Funds reported $2.05B of Putnam Focused Large Cap Value ETF stock for Q1 2025, up 53% quarter-over-quarter.
  • 35 funds opened new Putnam Focused Large Cap Value ETF positions in Q1 2025 and 5 closed out, a net change of +30 holders.
  • The largest Putnam Focused Large Cap Value ETF buyer in Q1 2025 was Bank of America, an estimated $106M added.
  • The largest Putnam Focused Large Cap Value ETF seller in Q1 2025 was GGM Financials, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2025.