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Putnam Focused Large Cap Value ETF
PVAL

171 hedge funds and large institutions have $2.88B invested in Putnam Focused Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

41% more capital invested

Capital invested by funds: $2.05B → $2.88B (+$834M)

40% more funds holding in top 10

Funds holding in top 10: 15 → 21 (+6)

16% more funds holding

Funds holding: 147 → 171 (+24)

0.77% more ownership

Funds ownership: 84.39% → 85.17% (+0.77%)

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% 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
38
Increased
96
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFB
Cullen/Frost Bankers
Texas
+$93.6M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$69.4M
3
Bank of America
Bank of America
North Carolina
+$62.9M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$28.6M
5
MYIA
Mount Yale Investment Advisors
Colorado
+$28.3M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$14.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$4.07M
3
WANY
Wealthspire Advisors (New York)
New York
-$3.99M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.99M
5
ELI
Empire Life Investments
Ontario, Canada
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
SeaCrest Wealth Management
New York
$3.66M +$548K +14,548 +19%
Jane Street
77
Jane Street
New York
$3.27M +$706K +18,740 +30%
SPC
78
Sigma Planning Corp
Michigan
$3.22M +$331K +8,792 +12%
GF
79
GGM Financials
Ohio
$3.18M +$746K +19,778 +33%
EFS
80
Essex Financial Services
Connecticut
$3.1M +$527K +13,987 +22%
HFW
81
Horizon Family Wealth
Illinois
$3.09M +$2.89M +76,723 New
M
82
MOTCO
Texas
$3.05M +$2.84M +75,232 New
Bank of New York Mellon
83
Bank of New York Mellon
New York
$2.89M -$56.8K -1,508 -2%
IA
84
IFP Advisors
Florida
$2.75M +$1.76M +46,792 +217%
TWP
85
Tempus Wealth Planning
California
$2.61M -$1.68M -44,590 -41%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$2.59M +$2.44M +64,600 New
PWM
87
Provident Wealth Management
Tennessee
$2.44M -$204K -5,414 -8%
SWM
88
Spire Wealth Management
Virginia
$2.38M +$2.2M +58,494 +8,999%
ACM
89
Aurdan Capital Management
Pennsylvania
$2.27M +$2.12M +56,314 New
DADC
90
D.A. Davidson & Co
Montana
$2.26M -$1.89K -50 -0.1%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$2.24M +$2.1M +55,642 New
MFG
92
Merit Financial Group
Georgia
$2.06M +$1.39M +36,958 +259%
SAM
93
Silvercrest Asset Management
New York
$2.05M -$1.93M -51,275 -50%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$2.01M -$147K -3,903 -7%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$1.9M +$846K +22,439 +90%
MOS
96
MGO One Seven
Ohio
$1.83M +$455K +12,059 +36%
OMC
97
Old Mission Capital
Illinois
$1.7M +$1.59M +42,307 New
BA
98
Ballew Advisors
Mississippi
$1.6M +$1.47M +38,969 New
WIP
99
WealthCare Investment Partners
Rhode Island
$1.6M -$66.4K -1,761 -4%
SG
100
StoneX Group
New York
$1.51M +$55.7K +1,477 +4%
2 3
4
5 6

PVAL Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q2 2025, worth a combined $2.88B — up 41% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PVAL positions and 13 closed out — a net gain of 25 holders — while 96 added to existing stakes and 29 trimmed.

The largest buyer was Cullen/Frost Bankers, opening a new position worth an estimated $93.6M. The largest seller was Truist Financial, cutting an estimated $14.2M.

  • 171 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q2 2025, up from 147 in Q1 2025.
  • Funds reported $2.88B of Putnam Focused Large Cap Value ETF stock for Q2 2025, up 41% quarter-over-quarter.
  • 38 funds opened new Putnam Focused Large Cap Value ETF positions in Q2 2025 and 13 closed out, a net change of +25 holders.
  • The largest Putnam Focused Large Cap Value ETF buyer in Q2 2025 was Cullen/Frost Bankers, an estimated $93.6M added.
  • The largest Putnam Focused Large Cap Value ETF seller in Q2 2025 was Truist Financial, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2025.