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Putnam Focused Large Cap Value ETF

171 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 38 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

41% more capital invested

Capital invested by funds: $2.05B → $2.88B (+$834M)

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

16% more funds holding

Funds holding: 147171 (+24)

0.77% more ownership

Funds ownership: 84.39%85.17% (+0.77%)

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% 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
38
Increased
96
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Coign Capital Advisors
Utah
$7.43M +$1.12M +29,794 +19%
SWM
52
StoneCrest Wealth Management
Arizona
$7.33M +$114K +3,018 +2%
AWM
53
Able Wealth Management
New Jersey
$6.74M +$1.73M +45,841 +38%
PFG
54
Prosperity Financial Group
California
$6.54M +$466K +12,365 +8%
FFG
55
Foundry Financial Group
New Hampshire
$6.4M +$174K +4,617 +3%
CWMS
56
Cannon Wealth Management Services
North Carolina
$6.38M +$368K +9,775 +7%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$6.15M +$544K +14,444 +10%
NEPWA
58
New England Private Wealth Advisors
Massachusetts
$6.01M +$184K +4,870 +3%
OIA
59
OneDigital Investment Advisors
Kansas
$5.73M +$5.37M +142,468 New
IAN
60
Integrated Advisors Network
Texas
$5.62M +$183K +4,858 +4%
LPL Financial
61
LPL Financial
California
$5.49M +$133K +3,534 +3%
EFL
62
ERn Financial LLC
Wisconsin
$5.27M -$1.74M -46,106 -26%
PSCM
63
Per Stirling Capital Management
Texas
$5.27M +$152K +4,027 +3%
ELI
64
Empire Life Investments
Ontario, Canada
$5.09M -$2.96M -78,505 -38%
JWCA
65
J.W. Cole Advisors
Florida
$4.39M +$1.01M +26,738 +32%
HI
66
Harbour Investments
Wisconsin
$4.34M +$1.14M +30,267 +39%
SA
67
Sovran Advisors
California
$4.32M -$771K -20,440 -16%
MCA
68
Midwest Capital Advisors
Michigan
$4.22M +$565K +14,992 +17%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$3.94M +$924K +24,512 +33%
M&T Bank
70
M&T Bank
New York
$3.9M +$3.65M +96,956 New
MCM
71
MAI Capital Management
Ohio
$3.81M +$1.98M +52,418 +124%
RFA
72
Rollins Financial Advisors
New York
$3.8M +$1.46M +38,605 +69%
KPWS
73
Kestra Private Wealth Services
Texas
$3.79M +$1.07M +28,324 +43%
Truist Financial
74
Truist Financial
North Carolina
$3.76M -$14.2M -376,313 -80%
AWS
75
Atria Wealth Solutions
New York
$3.71M +$62.7K +1,664 +2%

PVAL Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q2 2025, worth a combined $2.88B — up 41% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PVAL positions and 13 closed out — a net gain of 25 holders — while 96 added to existing stakes and 29 trimmed.

The largest buyer was Cullen/Frost Bankers, opening a new position worth an estimated $93.6M. The largest seller was Truist Financial, cutting an estimated $14.2M.

  • 171 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q2 2025, up from 147 in Q1 2025.
  • Funds reported $2.88B of Putnam Focused Large Cap Value ETF stock for Q2 2025, up 41% quarter-over-quarter.
  • 38 funds opened new Putnam Focused Large Cap Value ETF positions in Q2 2025 and 13 closed out, a net change of +25 holders.
  • The largest Putnam Focused Large Cap Value ETF buyer in Q2 2025 was Cullen/Frost Bankers, an estimated $93.6M added.
  • The largest Putnam Focused Large Cap Value ETF seller in Q2 2025 was Truist Financial, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2025.