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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
MIM
126
Macroview Investment Management
Maryland
$2.46M +$1.72M +39,247 +268%
RSWA
127
Robinson Smith Wealth Advisors
Maine
$2.45M +$2.36M +53,690 New
BA
128
Ballew Advisors
Mississippi
$2.43M +$392K +8,926 +21%
PWM
129
Provident Wealth Management
Tennessee
$2.43M -$282K -6,420 -11%
BPA
130
Beacon Pointe Advisors
California
$2.42M +$1.84M +41,920 +377%
SAM
131
Silvercrest Asset Management
New York
$2.33M -$189K -4,300 -8%
PG
132
Patten Group
Tennessee
$2.2M +$970K +22,092 +84%
EW
133
Elyxium Wealth
California
$2.15M +$1.07M +24,473 +108%
VFG
134
Victory Financial Group
Texas
$2.06M +$1.98M +45,177 New
BEI
135
Benjamin Edwards Inc
Missouri
$1.91M +$418K +9,522 +29%
WA
136
WESPAC Advisors
California
$1.91M +$807K +18,392 +78%
PWM
137
Peck Wealth Management
New York
$1.87M +$178K +4,066 +11%
WA
138
Waverly Advisors
Alabama
$1.81M +$1.12M +25,513 +180%
SG
139
StoneX Group
New York
$1.8M +$108K +2,468 +7%
WIP
140
WealthCare Investment Partners
Rhode Island
$1.72M +$702 +16 +0%
DAS
141
Dynamic Advisor Solutions
Arizona
$1.7M +$261K +5,941 +19%
SEIA
142
Signature Estate & Investment Advisors
California
$1.62M +$57.8K +1,316 +4%
CAM
143
Cozad Asset Management
Illinois
$1.54M +$564K +12,847 +61%
OHWP
144
Oak Harbor Wealth Partners
North Carolina
$1.51M +$1.06M +24,138 +270%
HCM
145
Hicks Capital Management
Ohio
$1.49M +$46.6K +1,062 +3%
TNBTD
146
Trustmark National Bank Trust Department
Mississippi
$1.48M – – –
BCG
147
Breakwater Capital Group
New Jersey
$1.45M +$918K +20,915 +190%
AWM
148
Axxcess Wealth Management
California
$1.44M +$619K +14,093 +80%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$1.42M +$53.2K +1,213 +4%
IIC
150
Integrated Investment Consultants
Michigan
$1.4M +$96.6K +2,200 +8%
4 5
6
7 8

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.