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Putnam Focused Large Cap Value ETF

171 hedge funds and large institutions have $2.88B invested in Putnam Focused Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

41% more capital invested

Capital invested by funds: $2.05B → $2.88B (+$834M)

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

16% more funds holding

Funds holding: 147171 (+24)

0.77% more ownership

Funds ownership: 84.39%85.17% (+0.77%)

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% 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
38
Increased
96
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
101
Silver Oak Securities
Tennessee
$1.45M +$169K +4,478 +14%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$1.35M -$52.7K -1,398 -4%
SPA
103
Sentinel Pension Advisors
Massachusetts
$1.27M +$39.7K +1,053 +3%
TNBTD
104
Trustmark National Bank Trust Department
Mississippi
$1.27M +$948K +25,148 +399%
HCM
105
Hicks Capital Management
Ohio
$1.2M +$1.13M +29,865 New
DAS
106
Dynamic Advisor Solutions
Arizona
$1.18M +$65.9K +1,748 +6%
JP Morgan Chase
107
JP Morgan Chase
New York
$1.12M +$582K +15,435 +124%
TFM
108
Trademark Financial Management
Minnesota
$1.09M +$164K +4,343 +19%
BEI
109
Benjamin Edwards Inc
Missouri
$1.05M +$207K +5,500 +27%
BAM
110
Belpointe Asset Management
Nevada
$977K -$118K -3,138 -11%
Renaissance Technologies
111
Renaissance Technologies
New York
$945K +$886K +23,500 New
CCM
112
Cox Capital Management
Massachusetts
$888K -$26.4K -700 -3%
KWM
113
Kingsman Wealth Management
Florida
$822K -$21.9K -580 -3%
PG
114
Patten Group
Tennessee
$808K +$116K +3,086 +18%
VA
115
Valmark Advisers
Ohio
$770K +$722K +19,144 New
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$762K -$103K -2,729 -13%
CWP
117
Cyndeo Wealth Partners
Florida
$705K +$1.89K +50 +0.3%
SW
118
SteelPeak Wealth
California
$705K -$212K -5,618 -24%
SI
119
Stephens Inc
Arkansas
$693K +$194K +5,144 +43%
CAM
120
Cozad Asset Management
Illinois
$679K +$284K +7,531 +81%
WIA
121
World Investment Advisors
California
$677K +$174K +4,621 +38%
BWMG
122
Barnes Wealth Management Group
California
$608K -$26.3K -698 -4%
APP
123
Avantax Planning Partners
Iowa
$577K
Raymond James Financial
124
Raymond James Financial
Florida
$542K +$257K +6,809 +102%
BPA
125
Beacon Pointe Advisors
California
$507K +$1.43K +38 +0.3%

PVAL Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q2 2025, worth a combined $2.88B — up 41% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PVAL positions and 13 closed out — a net gain of 25 holders — while 96 added to existing stakes and 29 trimmed.

The largest buyer was Cullen/Frost Bankers, opening a new position worth an estimated $93.6M. The largest seller was Truist Financial, cutting an estimated $14.2M.

  • 171 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q2 2025, up from 147 in Q1 2025.
  • Funds reported $2.88B of Putnam Focused Large Cap Value ETF stock for Q2 2025, up 41% quarter-over-quarter.
  • 38 funds opened new Putnam Focused Large Cap Value ETF positions in Q2 2025 and 13 closed out, a net change of +25 holders.
  • The largest Putnam Focused Large Cap Value ETF buyer in Q2 2025 was Cullen/Frost Bankers, an estimated $93.6M added.
  • The largest Putnam Focused Large Cap Value ETF seller in Q2 2025 was Truist Financial, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2025.