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Putnam Focused Large Cap Value ETF

200 hedge funds and large institutions have $3.98B invested in Putnam Focused Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

290% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 30

38% more capital invested

Capital invested by funds: $2.88B → $3.98B (+$1.1B)

17% more funds holding

Funds holding: 171200 (+29)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

2.81% more ownership

Funds ownership: 85.17%87.98% (+2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $195K

Holders
200
Holders Change
+29
Holders Change %
+16.96%
% of All Funds
2.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.3%
New
42
Increased
117
Reduced
30
Closed
10
Calls
Puts
$195K
Net Calls
-$195K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$965K +$935K +22,585 New
CAM
127
Cozad Asset Management
Illinois
$900K +$173K +4,183 +25%
Osaic Holdings
128
Osaic Holdings
Arizona
$868K +$717K +17,308 +560%
KWM
129
Kingsman Wealth Management
Florida
$808K -$62.1K -1,500 -7%
CWP
130
Cyndeo Wealth Partners
Florida
$786K +$36.1K +871 +5%
IFG
131
Independent Financial Group
California
$769K +$251K +6,073 +51%
AWM
132
Axxcess Wealth Management
California
$748K +$725K +17,511 New
RWB
133
RMR Wealth Builders
New Jersey
$735K +$712K +17,199 New
FTS
134
Fifth Third Securities
Ohio
$725K +$703K +16,980 New
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$685K +$664K +16,039 New
AO
136
Advisor OS
Illinois
$669K +$648K +15,658 New
WIA
137
World Investment Advisors
California
$667K -$50K -1,208 -7%
CPA
138
Clear Point Advisors
New York
$647K +$126K +3,050 +25%
BWMG
139
Barnes Wealth Management Group
California
$647K +$1.37K +33 +0.2%
MIM
140
Macroview Investment Management
Maryland
$625K +$606K +14,632 New
WA
141
Waverly Advisors
Alabama
$605K +$145K +3,500 +33%
APP
142
Avantax Planning Partners
Iowa
$601K -$10.8K -260 -2%
SPA
143
Sentinel Pension Advisors
Massachusetts
$586K -$742K -17,910 -57%
SAI
144
Savvy Advisors Inc
New York
$550K +$533K +12,883 New
Brown Advisory
145
Brown Advisory
Maryland
$538K +$41 +1 +0%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$503K +$488K +11,786 New
KCFA
147
Key Client Fiduciary Advisors
New Jersey
$494K +$63.8K +1,542 +15%
BPA
148
Beacon Pointe Advisors
California
$475K -$61.4K -1,482 -12%
LSIA
149
LaSalle St. Investment Advisors
Illinois
$471K -$290 -7 -0.1%
BCG
150
Breakwater Capital Group
New Jersey
$469K +$455K +10,983 New