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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

145 hedge funds and large institutions have $2.03B invested in Putnam Focused Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
145
Holders Change
+27
Holders Change %
+22.88%
% of All Funds
1.97%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
34
Increased
84
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$324M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$143M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$50.7M
5
UBS Group
5
UBS Group
Switzerland
$146M

Top Sellers

1
GF
1
GGM Financials
Ohio
$2.26M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$739K
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M
4
TCWA
4
Turtle Creek Wealth Advisors
Texas
$0
5
PWM
5
Provident Wealth Management
Tennessee
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
WIP
76
WealthCare Investment Partners
Rhode Island
$1.41M 40,682 -2,166 -5%
SG
77
StoneX Group
New York
$1.37M 36,046 +2,647 +8%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$1.33M 34,944 +2,876 +9%
MOS
79
MGO One Seven
Ohio
$1.27M 33,399 +15,474 +86%
SOS
80
Silver Oak Securities
Tennessee
$1.19M 31,489 +1,393 +5%
SPA
81
Sentinel Pension Advisors
Massachusetts
$1.16M 30,586 +1,032 +3%
DAS
82
Dynamic Advisor Solutions
Arizona
$1.05M 27,605 +4,023 +17%
BAM
83
Belpointe Asset Management
Nevada
$1.04M 27,430 +2,131 +8%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1M 26,282 +26,282 New
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$944K 24,800 +24,800 New
SW
86
SteelPeak Wealth
California
$881K 23,131 -17,679 -43%
TFM
87
Trademark Financial Management
Minnesota
$870K 22,856 +22,856 New
CCM
88
Cox Capital Management
Massachusetts
$867K 22,779 +2,112 +10%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$825K 21,674 -1,609 -7%
IA
90
IFP Advisors
Florida
$822K 21,588 +3,900 +22%
KWM
91
Kingsman Wealth Management
Florida
$800K 21,001 +21,001 New
BEI
92
Benjamin Edwards Inc
Missouri
$788K 20,700 +3,000 +17%
MML Investors Services
93
MML Investors Services
Massachusetts
$739K 19,398 -69,180 -78%
CWP
94
Cyndeo Wealth Partners
Florida
$666K 17,479 +17,479 New
BIP
95
Blueprint Investment Partners
North Carolina
$657K 17,254 +17,254 New
PG
96
Patten Group
Tennessee
$647K 16,996 +16,996 New
BWMG
97
Barnes Wealth Management Group
California
$602K 15,815 +578 +4%
APP
98
Avantax Planning Partners
Iowa
$546K 14,333 – –
MFG
99
Merit Financial Group
Georgia
$544K 14,285 +14,285 New
Marshall Wace
100
Marshall Wace
United Kingdom
$480K 12,600 +12,600 New
2 3
4
5 6