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Putnam Focused Large Cap Value ETF
PVAL

260 hedge funds and large institutions have $5.88B invested in Putnam Focused Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 156 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 6

550% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 24

48% more capital invested

Capital invested by funds: $3.98B → $5.88B (+$1.9B)

43% more funds holding in top 10

Funds holding in top 10: 23 → 33 (+10)

30% more funds holding

Funds holding: 200 → 260 (+60)

1.18% more ownership

Funds ownership: 87.98% → 89.16% (+1.2%)

Holders
260
Holders Change
+60
Holders Change %
+30%
% of All Funds
3.16%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.4%
New
68
Increased
156
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$517M
2
Morgan Stanley
Morgan Stanley
New York
+$83.7M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$69.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$65.2M
5
CFB
Cullen/Frost Bankers
Texas
+$44.3M

Top Sellers

1
DADC
D.A. Davidson & Co
Montana
-$3.08M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.2M
4
CWMS
Cannon Wealth Management Services
North Carolina
-$2.14M
5
Truist Financial
Truist Financial
North Carolina
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
SeaCrest Wealth Management
New York
$5.09M +$166K +3,778 +4%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$5.02M +$1.76M +40,188 +57%
VA
103
Valmark Advisers
Ohio
$4.81M +$3.63M +82,732 +364%
GF
104
GGM Financials
Ohio
$4.76M +$96K +2,188 +2%
Osaic Holdings
105
Osaic Holdings
Arizona
$4.44M +$3.38M +77,067 +378%
UWM
106
USAdvisors Wealth Management
Minnesota
$4.35M +$4.19M +95,407 New
RFN
107
RDA Financial Network
Iowa
$4.27M +$4.12M +93,797 New
P
108
&Partners
Tennessee
$4.27M +$731K +16,647 +22%
MOS
109
MGO One Seven
Ohio
$4.17M +$1.74M +39,616 +76%
HFW
110
Horizon Family Wealth
Illinois
$4.16M +$571 +13 +0%
SI
111
Stephens Inc
Arkansas
$3.99M +$840K +19,127 +28%
M
112
MOTCO
Texas
$3.82M +$271K +6,166 +8%
IP
113
Indivisible Partners
Florida
$3.66M +$3.52M +80,298 New
IA
114
IFP Advisors
Florida
$3.66M +$88.1K +2,008 +3%
Raymond James Financial
115
Raymond James Financial
Florida
$3.66M +$1.8M +41,114 +105%
SPC
116
Sigma Planning Corp
Michigan
$3.53M +$475K +10,814 +16%
AWM
117
Athena Wealth Management
Nevada
$3.49M +$3.36M +76,507 New
DADC
118
D.A. Davidson & Co
Montana
$3.11M -$3.08M -70,220 -51%
FA
119
Faithward Advisors
Pennsylvania
$3.09M +$2.97M +67,724 New
SWM
120
Spire Wealth Management
Virginia
$3.07M +$261K +5,955 +10%
TWP
121
Tempus Wealth Planning
California
$3.06M +$83.4K +1,900 +3%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$3.06M +$657K +14,966 +29%
TWP
123
Tower Wealth Partners
Pennsylvania
$3.05M +$2.94M +66,954 New
SFGM
124
Stonebridge Financial Group (Missouri)
Missouri
$2.83M +$2.73M +62,209 New
BAM
125
Belpointe Asset Management
Nevada
$2.77M +$1.12M +25,577 +73%
3 4
5
6 7

PVAL Hedge Fund Activity: Q4 2025 in Review

260 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q4 2025, worth a combined $5.88B — up 48% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PVAL positions and 6 closed out — a net gain of 62 holders — while 156 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $517M. The largest seller was D.A. Davidson & Co, cutting an estimated $3.08M.

  • 260 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q4 2025, up from 200 in Q3 2025.
  • Funds reported $5.88B of Putnam Focused Large Cap Value ETF stock for Q4 2025, up 48% quarter-over-quarter.
  • 68 funds opened new Putnam Focused Large Cap Value ETF positions in Q4 2025 and 6 closed out, a net change of +62 holders.
  • The largest Putnam Focused Large Cap Value ETF buyer in Q4 2025 was Bank of America, an estimated $517M added.
  • The largest Putnam Focused Large Cap Value ETF seller in Q4 2025 was D.A. Davidson & Co, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2025.