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Putnam Focused Large Cap Value ETF

168 hedge funds and large institutions have $2.84B invested in Putnam Focused Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+23
Holders Change %
+15.86%
% of All Funds
2.25%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
37
Increased
94
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
51
StoneCrest Wealth Management
Arizona
$7.33M +$121K +3,018 +2%
AWM
52
Able Wealth Management
New Jersey
$6.74M +$1.84M +45,841 +38%
PFG
53
Prosperity Financial Group
California
$6.54M +$497K +12,365 +8%
FFG
54
Foundry Financial Group
New Hampshire
$6.4M +$186K +4,617 +3%
CWMS
55
Cannon Wealth Management Services
North Carolina
$6.38M +$393K +9,775 +7%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$6.15M +$581K +14,444 +10%
NEPWA
57
New England Private Wealth Advisors
Massachusetts
$6.01M +$199K +4,870 +3%
OIA
58
OneDigital Investment Advisors
Kansas
$5.73M +$5.73M +142,468 New
IAN
59
Integrated Advisors Network
Texas
$5.62M +$195K +4,858 +4%
LPL Financial
60
LPL Financial
California
$5.49M +$142K +3,534 +3%
EFL
61
ERn Financial LLC
Wisconsin
$5.27M -$1.85M -46,106 -26%
PSCM
62
Per Stirling Capital Management
Texas
$5.27M +$162K +4,027 +3%
ELI
63
Empire Life Investments
Ontario, Canada
$5.09M -$3.16M -78,505 -38%
JWCA
64
J.W. Cole Advisors
Florida
$4.39M +$1.08M +26,738 +32%
HI
65
Harbour Investments
Wisconsin
$4.34M +$1.22M +30,267 +39%
SA
66
Sovran Advisors
California
$4.32M -$830K -20,440 -16%
MCA
67
Midwest Capital Advisors
Michigan
$4.22M +$603K +14,992 +17%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$3.94M +$986K +24,512 +33%
M&T Bank
69
M&T Bank
New York
$3.9M +$3.9M +96,956 New
MCM
70
MAI Capital Management
Ohio
$3.81M +$2.11M +52,418 +124%
RFA
71
Rollins Financial Advisors
New York
$3.8M +$1.55M +38,605 +69%
KPWS
72
Kestra Private Wealth Services
Texas
$3.79M +$1.14M +28,324 +43%
Truist Financial
73
Truist Financial
North Carolina
$3.76M -$15.1M -376,313 -80%
AWS
74
Atria Wealth Solutions
New York
$3.71M +$66.9K +1,664 +2%
SWM
75
SeaCrest Wealth Management
New York
$3.66M +$585K +14,548 +19%