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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

167 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 36 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
167
Holders Change
+22
Holders Change %
+15.17%
% of All Funds
2.24%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
36
Increased
94
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
1
Glenmede Investment Management
Pennsylvania
$201M
2
CFB
2
Cullen/Frost Bankers
Texas
$99.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$143M
4
Bank of America
4
Bank of America
North Carolina
$410M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$143M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$3.76M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$49.3M
3
WANY
3
Wealthspire Advisors (New York)
New York
$10.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$41.1M
5
ELI
5
Empire Life Investments
Ontario, Canada
$5.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$3.27M 81,239 +18,740 +30%
SPC
77
Sigma Planning Corp
Michigan
$3.22M 80,041 +8,792 +12%
GF
78
GGM Financials
Ohio
$3.18M 79,003 +19,778 +33%
EFS
79
Essex Financial Services
Connecticut
$3.1M 76,956 +13,987 +22%
HFW
80
Horizon Family Wealth
Illinois
$3.09M 76,723 +76,723 New
M
81
MOTCO
Texas
$3.05M 75,232 +75,232 New
Bank of New York Mellon
82
Bank of New York Mellon
New York
$2.89M 71,770 -1,508 -2%
IA
83
IFP Advisors
Florida
$2.75M 68,380 +46,792 +217%
TWP
84
Tempus Wealth Planning
California
$2.61M 64,930 -44,590 -41%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$2.59M 64,600 +64,600 New
PWM
86
Provident Wealth Management
Tennessee
$2.44M 60,600 -5,414 -8%
SWM
87
Spire Wealth Management
Virginia
$2.38M 59,144 +58,494 +8,999%
ACM
88
Aurdan Capital Management
Pennsylvania
$2.27M 56,314 +56,314 New
DADC
89
D.A. Davidson & Co
Montana
$2.26M 56,262 -50 -0.1%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$2.24M 55,642 +55,642 New
MFG
91
Merit Financial Group
Georgia
$2.06M 51,243 +36,958 +259%
SAM
92
Silvercrest Asset Management
New York
$2.05M 50,950 -51,275 -50%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$2.01M 49,950 -3,903 -7%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$1.9M 47,239 +22,439 +90%
MOS
95
MGO One Seven
Ohio
$1.83M 45,458 +12,059 +36%
OMC
96
Old Mission Capital
Illinois
$1.7M 42,307 +42,307 New
BA
97
Ballew Advisors
Mississippi
$1.6M 38,969 +38,969 New
WIP
98
WealthCare Investment Partners
Rhode Island
$1.6M 38,921 -1,761 -4%
SG
99
StoneX Group
New York
$1.51M 37,523 +1,477 +4%
SOS
100
Silver Oak Securities
Tennessee
$1.45M 35,967 +4,478 +14%
2 3
4
5 6