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Putnam Focused Large Cap Value ETF

200 hedge funds and large institutions have $3.98B invested in Putnam Focused Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

290% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 30

38% more capital invested

Capital invested by funds: $2.88B → $3.98B (+$1.1B)

17% more funds holding

Funds holding: 171200 (+29)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

2.81% more ownership

Funds ownership: 85.17%87.98% (+2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $195K

Holders
200
Holders Change
+29
Holders Change %
+16.96%
% of All Funds
2.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.3%
New
42
Increased
117
Reduced
30
Closed
10
Calls
Puts
$195K
Net Calls
-$195K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Diversify Advisory Services
Utah
$5.22M +$5.01M +121,060 New
VWA
77
Visionary Wealth Advisors
Illinois
$5.14M +$4.98M +120,261 New
KPWS
78
Kestra Private Wealth Services
Texas
$5.13M +$1.07M +25,806 +27%
JWCA
79
J.W. Cole Advisors
Florida
$5.03M +$359K +8,664 +8%
MCA
80
Midwest Capital Advisors
Michigan
$4.64M +$155K +3,740 +4%
SWM
81
SeaCrest Wealth Management
New York
$4.54M +$635K +15,337 +17%
GF
82
GGM Financials
Ohio
$4.37M +$961K +23,204 +29%
EFS
83
Essex Financial Services
Connecticut
$4.27M +$952K +22,992 +30%
ELI
84
Empire Life Investments
Ontario, Canada
$4.07M -$1.29M -31,200 -25%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$4.03M -$151K -3,638 -4%
HFW
86
Horizon Family Wealth
Illinois
$3.9M +$607K +14,659 +19%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$3.86M +$1.79M +43,215 +91%
PG
88
Prostatis Group
Maryland
$3.73M +$3.61M +87,240 New
MFG
89
Merit Financial Group
Georgia
$3.55M +$1.32M +31,930 +62%
IA
90
IFP Advisors
Florida
$3.34M +$409K +9,886 +14%
M
91
MOTCO
Texas
$3.31M +$96.9K +2,340 +3%
P
92
&Partners
Tennessee
$3.29M +$3.15M +76,119 New
JP Morgan Chase
93
JP Morgan Chase
New York
$3M +$1.75M +42,244 +152%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$2.99M -$73.6K -1,778 -2%
SI
95
Stephens Inc
Arkansas
$2.93M +$2.12M +51,276 +298%
SPC
96
Sigma Planning Corp
Michigan
$2.84M -$557K -13,451 -17%
TWP
97
Tempus Wealth Planning
California
$2.79M +$16.8K +406 +0.6%
SWM
98
Spire Wealth Management
Virginia
$2.62M +$95.2K +2,300 +4%
PWM
99
Provident Wealth Management
Tennessee
$2.55M -$39.3K -950 -2%
SAM
100
Silvercrest Asset Management
New York
$2.37M +$190K +4,581 +9%