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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
JWM
151
JGP Wealth Management
Oregon
$228K +$214K +5,675 New
BAMG
152
Brand Asset Management Group
Missouri
$228K -$232K -6,156 -52%
RIM
153
Rockbridge Investment Management
New York
$211K +$198K +5,253 New
FFA
154
Farther Finance Advisors
California
$205K -$132K -3,501 -41%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K +$26.3K +697 +25%
Osaic Holdings
156
Osaic Holdings
Arizona
$124K
PS
157
Principal Securities
Iowa
$122K +$114K +3,023 New
AAS
158
Ameritas Advisory Services
Nebraska
$121K +$113K +3,002 New
AF
159
Allworth Financial
California
$120K
Franklin Resources
160
Franklin Resources
California
$94K +$88.1K +2,337 New
CWP
161
Clark Wealth Partners
Illinois
$84.6K +$14.1K +373 +22%
RIL
162
Rothschild Investment LLC
Illinois
$67.4K +$63.1K +1,675 New
Citigroup
163
Citigroup
New York
$22K +$20.6K +546 New
JFGIW
164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.1K +$10.4K +277 New
CA
165
Crewe Advisors
Utah
$10.4K +$9.76K +259 New
CFD
166
Creative Financial Designs
Indiana
$8.05K
AFO
167
Allie Family Office
Florida
$6.92K +$6.48K +172 New
NWM
168
Nova Wealth Management
Florida
$5.23K +$4.9K +130 New
Russell Investments Group
169
Russell Investments Group
United Kingdom
$2.58K -$3.69K -98 -60%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$1.1K +$754 +20 +222%
BCMIO
171
Beacon Capital Management Inc (Ohio)
Ohio
$52 +$38 +1 New
SAM
172
Synergy Asset Management
Washington
-$2.04M -53,538 Closed
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
-$1M -26,282 Closed
BIP
174
Blueprint Investment Partners
North Carolina
-$657K -17,254 Closed
Marshall Wace
175
Marshall Wace
United Kingdom
-$480K -12,600 Closed

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.