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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

168 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 37 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+23
Holders Change %
+15.86%
% 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
37
Increased
94
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFB
Cullen/Frost Bankers
Texas
+$99.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$74.1M
3
Bank of America
Bank of America
North Carolina
+$67.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$30.5M
5
MYIA
Mount Yale Investment Advisors
Colorado
+$30.2M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$15.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$4.35M
3
WANY
Wealthspire Advisors (New York)
New York
-$4.25M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$3.26M
5
ELI
Empire Life Investments
Ontario, Canada
-$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$1.35M -$56.2K -1,398 -4%
SPA
102
Sentinel Pension Advisors
Massachusetts
$1.27M +$42.4K +1,053 +3%
TNBTD
103
Trustmark National Bank Trust Department
Mississippi
$1.27M +$1.01M +25,148 +399%
HCM
104
Hicks Capital Management
Ohio
$1.2M +$1.2M +29,865 New
DAS
105
Dynamic Advisor Solutions
Arizona
$1.18M +$70.3K +1,748 +6%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$1.12M +$621K +15,435 +124%
TFM
107
Trademark Financial Management
Minnesota
$1.09M +$175K +4,343 +19%
BEI
108
Benjamin Edwards Inc
Missouri
$1.05M +$221K +5,500 +27%
BAM
109
Belpointe Asset Management
Nevada
$977K -$126K -3,138 -11%
Renaissance Technologies
110
Renaissance Technologies
New York
$945K +$945K +23,500 New
CCM
111
Cox Capital Management
Massachusetts
$888K -$28.2K -700 -3%
KWM
112
Kingsman Wealth Management
Florida
$822K -$23.3K -580 -3%
PG
113
Patten Group
Tennessee
$808K +$124K +3,086 +18%
VA
114
Valmark Advisers
Ohio
$770K +$770K +19,144 New
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$762K -$110K -2,729 -13%
CWP
116
Cyndeo Wealth Partners
Florida
$705K +$2.01K +50 +0.3%
SW
117
SteelPeak Wealth
California
$705K -$226K -5,618 -24%
SI
118
Stephens Inc
Arkansas
$693K +$207K +5,144 +43%
CAM
119
Cozad Asset Management
Illinois
$679K +$303K +7,531 +81%
WIA
120
World Investment Advisors
California
$677K +$186K +4,621 +38%
BWMG
121
Barnes Wealth Management Group
California
$608K -$28.1K -698 -4%
APP
122
Avantax Planning Partners
Iowa
$577K – – –
Raymond James Financial
123
Raymond James Financial
Florida
$542K +$274K +6,809 +102%
BPA
124
Beacon Pointe Advisors
California
$507K +$1.53K +38 +0.3%
Brown Advisory
125
Brown Advisory
Maryland
$507K +$12.1K +300 +2%
3 4
5
6 7