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Putnam Focused Large Cap Value ETF
PVAL

260 hedge funds and large institutions have $5.88B invested in Putnam Focused Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 156 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 6

550% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 24

48% more capital invested

Capital invested by funds: $3.98B → $5.88B (+$1.9B)

43% more funds holding in top 10

Funds holding in top 10: 23 → 33 (+10)

30% more funds holding

Funds holding: 200 → 260 (+60)

1.18% more ownership

Funds ownership: 87.98% → 89.16% (+1.2%)

Holders
260
Holders Change
+60
Holders Change %
+30%
% of All Funds
3.16%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.4%
New
68
Increased
156
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$517M
2
Morgan Stanley
Morgan Stanley
New York
+$83.7M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$69.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$65.2M
5
CFB
Cullen/Frost Bankers
Texas
+$44.3M

Top Sellers

1
DADC
D.A. Davidson & Co
Montana
-$3.08M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.2M
4
CWMS
Cannon Wealth Management Services
North Carolina
-$2.14M
5
Truist Financial
Truist Financial
North Carolina
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
76
Prudential plc
United Kingdom
$8.9M +$8.57M +195,200 New
VWA
77
Visionary Wealth Advisors
Illinois
$8.85M +$3.24M +73,863 +61%
SIM
78
Stratos Investment Management
Ohio
$8.06M +$7.76M +176,821 New
DAS
79
Diversify Advisory Services
Utah
$7.99M +$2.15M +48,948 +40%
HI
80
Harbour Investments
Wisconsin
$7.84M +$1.84M +42,006 +32%
KPWS
81
Kestra Private Wealth Services
Texas
$7.7M +$2.15M +48,920 +41%
USCWA
82
U.S. Capital Wealth Advisors
Texas
$7.63M +$4.98M +113,361 +210%
FFG
83
Foundry Financial Group
New Hampshire
$7.51M +$100K +2,282 +1%
JP Morgan Chase
84
JP Morgan Chase
New York
$7.3M +$3.96M +90,154 +129%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$7.17M +$2.76M +62,914 +67%
PFG
86
Prosperity Financial Group
California
$6.97M -$726K -16,543 -10%
MFG
87
Midwest Financial Group
Kansas
$6.85M +$6.6M +150,304 New
JWCA
88
J.W. Cole Advisors
Florida
$6.59M +$1.18M +26,984 +23%
PSCM
89
Per Stirling Capital Management
Texas
$6.52M +$278K +6,323 +5%
EFL
90
ERn Financial LLC
Wisconsin
$6.35M +$325K +7,401 +6%
NEPWA
91
New England Private Wealth Advisors
Massachusetts
$6.28M +$585K +13,331 +11%
KCFA
92
Key Client Fiduciary Advisors
New Jersey
$6.14M +$5.41M +123,228 +1,065%
SA
93
Sovran Advisors
California
$6.09M +$137K +3,122 +2%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$5.94M -$325K -7,415 -5%
MCA
95
Midwest Capital Advisors
Michigan
$5.89M +$898K +20,462 +19%
ELI
96
Empire Life Investments
Ontario, Canada
$5.4M +$1M +22,876 +24%
EFS
97
Essex Financial Services
Connecticut
$5.29M +$706K +16,088 +16%
PG
98
Prostatis Group
Maryland
$5.27M +$1.25M +28,493 +33%
MFG
99
Merit Financial Group
Georgia
$5.24M +$1.4M +31,883 +38%
CWMS
100
Cannon Wealth Management Services
North Carolina
$5.09M -$2.14M -48,787 -30%
2 3
4
5 6

PVAL Hedge Fund Activity: Q4 2025 in Review

260 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q4 2025, worth a combined $5.88B — up 48% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PVAL positions and 6 closed out — a net gain of 62 holders — while 156 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $517M. The largest seller was D.A. Davidson & Co, cutting an estimated $3.08M.

  • 260 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q4 2025, up from 200 in Q3 2025.
  • Funds reported $5.88B of Putnam Focused Large Cap Value ETF stock for Q4 2025, up 48% quarter-over-quarter.
  • 68 funds opened new Putnam Focused Large Cap Value ETF positions in Q4 2025 and 6 closed out, a net change of +62 holders.
  • The largest Putnam Focused Large Cap Value ETF buyer in Q4 2025 was Bank of America, an estimated $517M added.
  • The largest Putnam Focused Large Cap Value ETF seller in Q4 2025 was D.A. Davidson & Co, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2025.