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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
Brown Advisory
126
Brown Advisory
Maryland
$507K +$11.3K +300 +2%
IIC
127
Integrated Investment Consultants
Michigan
$506K +$192K +5,084 +68%
VCA
128
Verdence Capital Advisors
Maryland
$491K +$166K +4,407 +57%
CPA
129
Clear Point Advisors
New York
$487K +$456K +12,103 New
IFG
130
Independent Financial Group
California
$480K +$450K +11,925 New
LSIA
131
LaSalle St. Investment Advisors
Illinois
$444K +$200K +5,305 +93%
NCM
132
Northwest Capital Management
Oregon
$440K +$311K +8,260 +309%
WA
133
Waverly Advisors
Alabama
$429K
PWP
134
Principle Wealth Partners
Connecticut
$427K -$24.6K -652 -6%
KCFA
135
Key Client Fiduciary Advisors
New Jersey
$403K +$23.4K +620 +7%
CWM
136
Congress Wealth Management
Massachusetts
$390K -$104K -2,764 -22%
OHWP
137
Oak Harbor Wealth Partners
North Carolina
$359K
NF
138
Nvest Financial
New Hampshire
$353K -$27.5K -729 -8%
BCA
139
Bay Colony Advisors
Massachusetts
$353K -$46.4K -1,232 -12%
CIC
140
Carnegie Investment Counsel
Ohio
$344K
WA
141
WESPAC Advisors
California
$332K +$29.7K +789 +11%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$311K +$47.1K +1,250 +19%
EW
143
Elyxium Wealth
California
$306K +$286K +7,594 New
WS
144
Wedbush Securities
California
$267K
SMC
145
Smith, Moore & Co
Missouri
$266K +$249K +6,606 New
NA
146
NewEdge Advisors
Louisiana
$254K +$8.93K +237 +4%
Comerica Bank
147
Comerica Bank
Texas
$249K -$6.14K -163 -3%
NLP
148
Next Level Private
New York
$239K +$641 +17 +0.3%
MAG
149
Mayfair Advisory Group
Alabama
$230K +$215K +5,691 New
XT
150
XTX Topco
Cayman Islands
$229K +$215K +5,702 New

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.