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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

167 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 36 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
167
Holders Change
+22
Holders Change %
+15.17%
% of All Funds
2.24%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
36
Increased
94
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
1
Glenmede Investment Management
Pennsylvania
$201M
2
CFB
2
Cullen/Frost Bankers
Texas
$99.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$143M
4
Bank of America
4
Bank of America
North Carolina
$410M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$143M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$3.76M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$49.3M
3
WANY
3
Wealthspire Advisors (New York)
New York
$10.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$41.1M
5
ELI
5
Empire Life Investments
Ontario, Canada
$5.09M
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$1.35M 33,546 -1,398 -4%
SPA
102
Sentinel Pension Advisors
Massachusetts
$1.27M 31,639 +1,053 +3%
TNBTD
103
Trustmark National Bank Trust Department
Mississippi
$1.27M 31,448 +25,148 +399%
HCM
104
Hicks Capital Management
Ohio
$1.2M 29,865 +29,865 New
DAS
105
Dynamic Advisor Solutions
Arizona
$1.18M 29,353 +1,748 +6%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$1.12M 27,867 +15,435 +124%
TFM
107
Trademark Financial Management
Minnesota
$1.09M 27,199 +4,343 +19%
BEI
108
Benjamin Edwards Inc
Missouri
$1.05M 26,200 +5,500 +27%
BAM
109
Belpointe Asset Management
Nevada
$977K 24,292 -3,138 -11%
Renaissance Technologies
110
Renaissance Technologies
New York
$945K 23,500 +23,500 New
CCM
111
Cox Capital Management
Massachusetts
$888K 22,079 -700 -3%
KWM
112
Kingsman Wealth Management
Florida
$822K 20,421 -580 -3%
PG
113
Patten Group
Tennessee
$808K 20,082 +3,086 +18%
VA
114
Valmark Advisers
Ohio
$770K 19,144 +19,144 New
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$762K 18,945 -2,729 -13%
CWP
116
Cyndeo Wealth Partners
Florida
$705K 17,529 +50 +0.3%
SW
117
SteelPeak Wealth
California
$705K 17,513 -5,618 -24%
SI
118
Stephens Inc
Arkansas
$693K 17,214 +5,144 +43%
CAM
119
Cozad Asset Management
Illinois
$679K 16,874 +7,531 +81%
WIA
120
World Investment Advisors
California
$677K 16,828 +4,621 +38%
BWMG
121
Barnes Wealth Management Group
California
$608K 15,117 -698 -4%
APP
122
Avantax Planning Partners
Iowa
$577K 14,333 – –
Raymond James Financial
123
Raymond James Financial
Florida
$542K 13,475 +6,809 +102%
BPA
124
Beacon Pointe Advisors
California
$507K 12,609 +38 +0.3%
Brown Advisory
125
Brown Advisory
Maryland
$507K 12,602 +300 +2%
3 4
5
6 7