PVAL icon

Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

168 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 37 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+23
Holders Change %
+15.86%
% 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
37
Increased
94
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFB
Cullen/Frost Bankers
Texas
+$99.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$74.1M
3
Bank of America
Bank of America
North Carolina
+$67.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$30.5M
5
MYIA
Mount Yale Investment Advisors
Colorado
+$30.2M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$15.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$4.35M
3
WANY
Wealthspire Advisors (New York)
New York
-$4.25M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$3.26M
5
ELI
Empire Life Investments
Ontario, Canada
-$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$3.27M +$754K +18,740 +30%
SPC
77
Sigma Planning Corp
Michigan
$3.22M +$354K +8,792 +12%
GF
78
GGM Financials
Ohio
$3.18M +$796K +19,778 +33%
EFS
79
Essex Financial Services
Connecticut
$3.1M +$563K +13,987 +22%
HFW
80
Horizon Family Wealth
Illinois
$3.09M +$3.09M +76,723 New
M
81
MOTCO
Texas
$3.05M +$3.05M +75,232 New
Bank of New York Mellon
82
Bank of New York Mellon
New York
$2.89M -$60.7K -1,508 -2%
IA
83
IFP Advisors
Florida
$2.75M +$1.88M +46,792 +217%
TWP
84
Tempus Wealth Planning
California
$2.61M -$1.79M -44,590 -41%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$2.59M +$2.59M +64,600 New
PWM
86
Provident Wealth Management
Tennessee
$2.44M -$218K -5,414 -8%
SWM
87
Spire Wealth Management
Virginia
$2.38M +$2.35M +58,494 +8,999%
ACM
88
Aurdan Capital Management
Pennsylvania
$2.27M +$2.27M +56,314 New
DADC
89
D.A. Davidson & Co
Montana
$2.26M -$2.01K -50 -0.1%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$2.24M +$2.24M +55,642 New
MFG
91
Merit Financial Group
Georgia
$2.06M +$1.49M +36,958 +259%
SAM
92
Silvercrest Asset Management
New York
$2.05M -$2.06M -51,275 -50%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$2.01M -$157K -3,903 -7%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$1.9M +$903K +22,439 +90%
MOS
95
MGO One Seven
Ohio
$1.83M +$485K +12,059 +36%
OMC
96
Old Mission Capital
Illinois
$1.7M +$1.7M +42,307 New
BA
97
Ballew Advisors
Mississippi
$1.6M +$1.6M +38,969 New
WIP
98
WealthCare Investment Partners
Rhode Island
$1.6M -$72.3K -1,761 -4%
SG
99
StoneX Group
New York
$1.51M +$59.4K +1,477 +4%
SOS
100
Silver Oak Securities
Tennessee
$1.45M +$180K +4,478 +14%
2 3
4
5 6