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Putnam Focused Large Cap Value ETF

169 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 37 funds opening new positions, 95 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
101
Silver Oak Securities
Tennessee
$1.45M
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$1.35M
SPA
103
Sentinel Pension Advisors
Massachusetts
$1.27M
TNBTD
104
Trustmark National Bank Trust Department
Mississippi
$1.27M
HCM
105
Hicks Capital Management
Ohio
$1.2M
DAS
106
Dynamic Advisor Solutions
Arizona
$1.18M
JP Morgan Chase
107
JP Morgan Chase
New York
$1.12M
TFM
108
Trademark Financial Management
Minnesota
$1.09M
BEI
109
Benjamin Edwards Inc
Missouri
$1.05M
BAM
110
Belpointe Asset Management
Nevada
$977K
Renaissance Technologies
111
Renaissance Technologies
New York
$945K
CCM
112
Cox Capital Management
Massachusetts
$888K
KWM
113
Kingsman Wealth Management
Florida
$822K
PG
114
Patten Group
Tennessee
$808K
VA
115
Valmark Advisers
Ohio
$770K
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$762K
CWP
117
Cyndeo Wealth Partners
Florida
$705K
SW
118
SteelPeak Wealth
California
$705K
SI
119
Stephens Inc
Arkansas
$693K
CAM
120
Cozad Asset Management
Illinois
$679K
WIA
121
World Investment Advisors
California
$677K
BWMG
122
Barnes Wealth Management Group
California
$608K
APP
123
Avantax Planning Partners
Iowa
$577K
Raymond James Financial
124
Raymond James Financial
Florida
$542K
BPA
125
Beacon Pointe Advisors
California
$507K