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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

145 hedge funds and large institutions have $2.03B invested in Putnam Focused Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
145
Holders Change
+27
Holders Change %
+22.88%
% 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
34
Increased
84
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$324M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$143M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$50.7M
5
UBS Group
5
UBS Group
Switzerland
$146M

Top Sellers

1
GF
1
GGM Financials
Ohio
$2.26M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$739K
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M
4
TCWA
4
Turtle Creek Wealth Advisors
Texas
$0
5
PWM
5
Provident Wealth Management
Tennessee
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
PSCM
51
Per Stirling Capital Management
Texas
$4.83M 126,859 +836 +0.7%
AWM
52
Able Wealth Management
New Jersey
$4.63M 121,610 +42,377 +53%
SA
53
Sovran Advisors
California
$4.5M 126,964 +16,616 +15%
TWP
54
Tempus Wealth Planning
California
$4.17M 109,520 +2,000 +2%
CTC
55
Central Trust Company
Missouri
$3.92M 102,921 +12,700 +14%
SAM
56
Silvercrest Asset Management
New York
$3.89M 102,225 +102,225 New
AWS
57
Atria Wealth Solutions
New York
$3.45M 90,487 -6,347 -7%
MCA
58
Midwest Capital Advisors
Michigan
$3.43M 89,992 +10,326 +13%
JWCA
59
J.W. Cole Advisors
Florida
$3.13M 82,323 +82,323 New
Corient Private Wealth
60
Corient Private Wealth
Florida
$3.13M 82,211 +82,211 New
HI
61
Harbour Investments
Wisconsin
$2.95M 77,587 +20,211 +35%
SWM
62
SeaCrest Wealth Management
New York
$2.91M 76,355 +14,250 +23%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2.8M 73,471 +9,442 +15%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$2.79M 73,278 +7,585 +12%
SPC
65
Sigma Planning Corp
Michigan
$2.71M 71,249 -1,874 -3%
PWM
66
Provident Wealth Management
Tennessee
$2.51M 66,014 -21,038 -24%
KPWS
67
Kestra Private Wealth Services
Texas
$2.51M 65,862 +6,048 +10%
EFS
68
Essex Financial Services
Connecticut
$2.4M 62,969 +34,818 +124%
Jane Street
69
Jane Street
New York
$2.38M 62,499 +62,499 New
GF
70
GGM Financials
Ohio
$2.26M 59,225 -353,410 -86%
DADC
71
D.A. Davidson & Co
Montana
$2.14M 56,312 -6,020 -10%
RFA
72
Rollins Financial Advisors
New York
$2.12M 55,783 +39,137 +235%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M 53,853 -56,882 -51%
SAM
74
Synergy Asset Management
Washington
$2.04M 53,538 +43,567 +437%
MCM
75
MAI Capital Management
Ohio
$1.61M 42,187 +12,960 +44%
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