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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

145 hedge funds and large institutions have $2.03B invested in Putnam Focused Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+27
Holders Change %
+22.88%
% of All Funds
1.97%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
34
Increased
84
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$324M
2
Morgan Stanley
Morgan Stanley
New York
$192M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$143M
4
HighTower Advisors
HighTower Advisors
Illinois
$50.7M
5
UBS Group
UBS Group
Switzerland
$146M

Top Sellers

1
GF
GGM Financials
Ohio
$2.26M
2
MML Investors Services
MML Investors Services
Massachusetts
$739K
3
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M
4
TCWA
Turtle Creek Wealth Advisors
Texas
$0
5
PWM
Provident Wealth Management
Tennessee
$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
101
Beacon Pointe Advisors
California
$479K +$122K +3,200 +34%
CWM
102
Congress Wealth Management
Massachusetts
$476K +$476K +12,467 New
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$473K +$463K +12,148 +4,277%
Brown Advisory
104
Brown Advisory
Maryland
$468K +$468K +12,302 New
WIA
105
World Investment Advisors
California
$465K +$218K +5,731 +88%
SI
106
Stephens Inc
Arkansas
$460K +$11.1K +292 +2%
BAMG
107
Brand Asset Management Group
Missouri
$450K -$105K -2,750 -19%
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$447K – – –
PWP
109
Principle Wealth Partners
Connecticut
$429K +$143K +3,754 +50%
WA
110
Waverly Advisors
Alabama
$406K +$12.8K +336 +3%
BCA
111
Bay Colony Advisors
Massachusetts
$377K +$2.33K +62 +0.6%
NF
112
Nvest Financial
New Hampshire
$362K – – –
KCFA
113
Key Client Fiduciary Advisors
New Jersey
$358K +$16.7K +438 +5%
CAM
114
Cozad Asset Management
Illinois
$356K +$91.2K +2,394 +34%
BIG
115
Brookwood Investment Group
Arizona
$354K +$354K +9,299 New
OHWP
116
Oak Harbor Wealth Partners
North Carolina
$340K +$340K +8,927 New
FFA
117
Farther Finance Advisors
California
$326K +$326K +8,588 New
HSA
118
HBK Sorce Advisory
Pennsylvania
$302K +$302K +7,932 New
VCA
119
Verdence Capital Advisors
Maryland
$297K +$25.9K +680 +10%
CIC
120
Carnegie Investment Counsel
Ohio
$292K – – –
IIC
121
Integrated Investment Consultants
Michigan
$285K +$285K +7,489 New
WA
122
WESPAC Advisors
California
$284K +$284K +7,461 New
OWM
123
OneAscent Wealth Management
Alabama
$275K -$69.9K -1,839 -20%
TC
124
TownSquare Capital
Utah
$260K +$260K +6,839 New
Raymond James Financial
125
Raymond James Financial
Florida
$254K +$36.4K +955 +17%
2 3 4
5
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