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Putnam Focused Large Cap Value ETF

200 hedge funds and large institutions have $3.98B invested in Putnam Focused Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

290% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 30

38% more capital invested

Capital invested by funds: $2.88B → $3.98B (+$1.1B)

17% more funds holding

Funds holding: 171200 (+29)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

2.81% more ownership

Funds ownership: 85.17%87.98% (+2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $195K

Holders
200
Holders Change
+29
Holders Change %
+16.96%
% of All Funds
2.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.3%
New
42
Increased
117
Reduced
30
Closed
10
Calls
Puts
$195K
Net Calls
-$195K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Coign Capital Advisors
Utah
$11.7M +$3.65M +88,106 +48%
FAM
52
Frontier Asset Management
Wyoming
$10.9M +$10.5M +254,199 New
HTC
53
Haverford Trust Company
Pennsylvania
$10.6M +$2.46M +59,437 +32%
AWM
54
Able Wealth Management
New Jersey
$9.63M +$2.4M +57,928 +35%
AI
55
Atria Investments
North Carolina
$9.22M -$950K -22,936 -10%
CWM
56
Castle Wealth Management
Florida
$8.98M +$43.8K +1,058 +0.5%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$8.63M +$5.73M +138,447 +214%
M&T Bank
58
M&T Bank
New York
$8.29M +$4.03M +97,230 +100%
SAM
59
Smartleaf Asset Management
Massachusetts
$8.19M +$7.96M +192,231 New
SWM
60
StoneCrest Wealth Management
Arizona
$7.94M +$148K +3,575 +2%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$7.42M +$854K +20,634 +13%
PFG
62
Prosperity Financial Group
California
$7.24M +$288K +6,962 +4%
FFG
63
Foundry Financial Group
New Hampshire
$6.94M +$141K +3,398 +2%
MCM
64
MAI Capital Management
Ohio
$6.92M +$2.79M +67,305 +71%
CWMS
65
Cannon Wealth Management Services
North Carolina
$6.86M +$84.5K +2,041 +1%
IAN
66
Integrated Advisors Network
Texas
$6.7M +$710K +17,157 +12%
TFM
67
Trademark Financial Management
Minnesota
$6.15M +$4.83M +116,730 +429%
DADC
68
D.A. Davidson & Co
Montana
$5.92M +$3.41M +82,279 +146%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$5.88M +$3.63M +87,753 +176%
PSCM
70
Per Stirling Capital Management
Texas
$5.85M +$246K +5,940 +5%
EFL
71
ERn Financial LLC
Wisconsin
$5.63M +$40.9K +987 +0.8%
HI
72
Harbour Investments
Wisconsin
$5.56M +$920K +22,210 +21%
RFA
73
Rollins Financial Advisors
New York
$5.55M +$1.47M +35,535 +38%
SA
74
Sovran Advisors
California
$5.45M +$821K +19,818 +19%
NEPWA
75
New England Private Wealth Advisors
Massachusetts
$5.32M -$946K -22,856 -16%