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Putnam Focused Large Cap Value ETF
PVAL

260 hedge funds and large institutions have $5.88B invested in Putnam Focused Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 156 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 6

550% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 24

48% more capital invested

Capital invested by funds: $3.98B → $5.88B (+$1.9B)

43% more funds holding in top 10

Funds holding in top 10: 23 → 33 (+10)

30% more funds holding

Funds holding: 200 → 260 (+60)

1.18% more ownership

Funds ownership: 87.98% → 89.16% (+1.2%)

Holders
260
Holders Change
+60
Holders Change %
+30%
% of All Funds
3.16%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.4%
New
68
Increased
156
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$517M
2
Morgan Stanley
Morgan Stanley
New York
+$83.7M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$69.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$65.2M
5
CFB
Cullen/Frost Bankers
Texas
+$44.3M

Top Sellers

1
DADC
D.A. Davidson & Co
Montana
-$3.08M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.2M
4
CWMS
Cannon Wealth Management Services
North Carolina
-$2.14M
5
Truist Financial
Truist Financial
North Carolina
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
51
Silver Oak Securities
Tennessee
$18.2M +$15.7M +357,108 +881%
DWM
52
Dogwood Wealth Management
Kansas
$16.8M +$16.2M +369,699 New
ACM
53
Aurdan Capital Management
Pennsylvania
$16.8M +$1.47M +33,390 +10%
SPIA
54
Steward Partners Investment Advisory
New York
$16.5M +$2.39M +54,430 +18%
WC
55
Weil Company
California
$16.3M +$1.36M +30,975 +9%
BFS
56
BridgePort Financial Solutions
Iowa
$16.3M +$478K +10,895 +3%
KFSN
57
Keystone Financial Services (Nebraska)
Nebraska
$16.2M +$232K +5,276 +2%
SCA
58
Snowden Capital Advisors
New York
$15.7M +$15.1M +344,079 New
IWA
59
IVC Wealth Advisors
Pennsylvania
$14.2M +$183K +4,170 +1%
HTC
60
Haverford Trust Company
Pennsylvania
$14.1M +$2.75M +62,731 +25%
CTC
61
Central Trust Company
Missouri
$14.1M +$68.3K +1,555 +0.5%
RWA
62
Redhawk Wealth Advisors
Minnesota
$13.7M +$758K +17,278 +6%
RMS
63
Retirement Management Systems
Maryland
$13.3M +$12.8M +291,909 New
CCA
64
Coign Capital Advisors
Utah
$12.9M +$414K +9,441 +3%
SAM
65
Smartleaf Asset Management
Massachusetts
$12.5M +$3.54M +80,712 +42%
FAM
66
Frontier Asset Management
Wyoming
$12.3M +$726K +16,537 +7%
AWM
67
Able Wealth Management
New Jersey
$12.2M +$1.91M +43,432 +19%
MCM
68
MAI Capital Management
Ohio
$10.6M +$3.09M +70,320 +43%
IAN
69
Integrated Advisors Network
Texas
$10.5M +$3.27M +74,439 +47%
AI
70
Atria Investments
North Carolina
$10.4M +$543K +12,377 +6%
CWM
71
Castle Wealth Management
Florida
$9.79M +$206K +4,701 +2%
RFA
72
Rollins Financial Advisors
New York
$9.56M +$3.5M +79,772 +61%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$9.28M +$1.32M +30,050 +17%
SWM
74
StoneCrest Wealth Management
Arizona
$9.27M +$777K +17,700 +10%
TFM
75
Trademark Financial Management
Minnesota
$9.1M +$2.44M +55,677 +39%
1 2
3
4 5

PVAL Hedge Fund Activity: Q4 2025 in Review

260 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q4 2025, worth a combined $5.88B — up 48% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PVAL positions and 6 closed out — a net gain of 62 holders — while 156 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $517M. The largest seller was D.A. Davidson & Co, cutting an estimated $3.08M.

  • 260 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q4 2025, up from 200 in Q3 2025.
  • Funds reported $5.88B of Putnam Focused Large Cap Value ETF stock for Q4 2025, up 48% quarter-over-quarter.
  • 68 funds opened new Putnam Focused Large Cap Value ETF positions in Q4 2025 and 6 closed out, a net change of +62 holders.
  • The largest Putnam Focused Large Cap Value ETF buyer in Q4 2025 was Bank of America, an estimated $517M added.
  • The largest Putnam Focused Large Cap Value ETF seller in Q4 2025 was D.A. Davidson & Co, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2025.