PVAL icon

Putnam Focused Large Cap Value ETF

169 hedge funds and large institutions have $2.88B invested in Putnam Focused Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
CCA
51
Coign Capital Advisors
Utah
$7.43M
SWM
52
StoneCrest Wealth Management
Arizona
$7.33M
AWM
53
Able Wealth Management
New Jersey
$6.74M
PFG
54
Prosperity Financial Group
California
$6.54M
FFG
55
Foundry Financial Group
New Hampshire
$6.4M
CWMS
56
Cannon Wealth Management Services
North Carolina
$6.38M
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$6.15M
NEPWA
58
New England Private Wealth Advisors
Massachusetts
$6.01M
OIA
59
OneDigital Investment Advisors
Kansas
$5.73M
IAN
60
Integrated Advisors Network
Texas
$5.62M
LPL Financial
61
LPL Financial
California
$5.49M
EFL
62
ERn Financial LLC
Wisconsin
$5.27M
PSCM
63
Per Stirling Capital Management
Texas
$5.27M
ELI
64
Empire Life Investments
Ontario, Canada
$5.09M
JWCA
65
J.W. Cole Advisors
Florida
$4.39M
HI
66
Harbour Investments
Wisconsin
$4.34M
SA
67
Sovran Advisors
California
$4.32M
MCA
68
Midwest Capital Advisors
Michigan
$4.22M
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$3.94M
M&T Bank
70
M&T Bank
New York
$3.9M
MCM
71
MAI Capital Management
Ohio
$3.81M
RFA
72
Rollins Financial Advisors
New York
$3.8M
KPWS
73
Kestra Private Wealth Services
Texas
$3.79M
Truist Financial
74
Truist Financial
North Carolina
$3.76M
AWS
75
Atria Wealth Solutions
New York
$3.71M