Putnam Focused Large Cap Value ETF
PVAL
118 hedge funds and large institutions have $1.34B invested in Putnam Focused Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 14 reducing their positions, and 9 closing their positions.
379% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 14
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
40% more capital invested
Capital invested by funds: $959M → $1.34B (+$379M)
24% more funds holding
Funds holding: 95 → 118 (+23)
2.37% more ownership
Funds ownership: 80.3% → 82.67% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$66.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$61M |
| 3 |
Morgan Stanley
New York
|
+$51.7M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$29.1M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCWA
Turtle Creek Wealth Advisors
Dallas,
Texas
|
-$4.8M |
| 2 |
Jane Street
New York
|
-$1.67M |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$1.34M |
| 4 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
-$1.02M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$816K |
PVAL Hedge Fund Activity: Q4 2024 in Review
118 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q4 2024, worth a combined $1.34B — up 40% from $959M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PVAL positions and 9 closed out — a net gain of 24 holders — while 67 added to existing stakes and 14 trimmed.
The largest buyer was Glenmede Trust, adding an estimated $66.1M. The largest seller was Turtle Creek Wealth Advisors, cutting an estimated $4.8M.
- 118 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q4 2024, up from 95 in Q3 2024.
- Funds reported $1.34B of Putnam Focused Large Cap Value ETF stock for Q4 2024, up 40% quarter-over-quarter.
- 33 funds opened new Putnam Focused Large Cap Value ETF positions in Q4 2024 and 9 closed out, a net change of +24 holders.
- The largest Putnam Focused Large Cap Value ETF buyer in Q4 2024 was Glenmede Trust, an estimated $66.1M added.
- The largest Putnam Focused Large Cap Value ETF seller in Q4 2024 was Turtle Creek Wealth Advisors, an estimated $4.8M sold.
Based on aggregated 13F filings for Q4 2024.