Putnam Focused Large Cap Value ETF
PVAL
147 hedge funds and large institutions have $2.05B invested in Putnam Focused Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 84 increasing their positions, 18 reducing their positions, and 5 closing their positions.
600% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 5
367% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 18
53% more capital invested
Capital invested by funds: $1.34B → $2.05B (+$710M)
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
25% more funds holding
Funds holding: 118 → 147 (+29)
1.72% more ownership
Funds ownership: 82.67% → 84.39% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$106M |
| 2 |
Morgan Stanley
New York
|
+$100M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$96.7M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$47.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
GGM Financials
Columbus,
Ohio
|
-$13.5M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.65M |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$2.18M |
| 4 |
TCWA
Turtle Creek Wealth Advisors
Dallas,
Texas
|
-$1.91M |
| 5 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
-$806K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Citadel Advisors
Miami,
Florida
| – | -$440K | -11,861 | Closed |
|
|
TSMHT
152
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$28.2K | -761 | Closed |
|
PVAL Hedge Fund Activity: Q1 2025 in Review
147 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q1 2025, worth a combined $2.05B — up 53% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PVAL positions and 5 closed out — a net gain of 30 holders — while 84 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $106M. The largest seller was GGM Financials, cutting an estimated $13.5M.
- 147 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q1 2025, up from 118 in Q4 2024.
- Funds reported $2.05B of Putnam Focused Large Cap Value ETF stock for Q1 2025, up 53% quarter-over-quarter.
- 35 funds opened new Putnam Focused Large Cap Value ETF positions in Q1 2025 and 5 closed out, a net change of +30 holders.
- The largest Putnam Focused Large Cap Value ETF buyer in Q1 2025 was Bank of America, an estimated $106M added.
- The largest Putnam Focused Large Cap Value ETF seller in Q1 2025 was GGM Financials, an estimated $13.5M sold.
Based on aggregated 13F filings for Q1 2025.