We are live on ! Find out more
PVAL icon

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
SW
151
SteelPeak Wealth
California
$460K -$279K -6,734 -38%
AAS
152
Ameritas Advisory Services
Nebraska
$455K +$317K +7,657 +255%
PWP
153
Principle Wealth Partners
Connecticut
$444K -$9.65K -233 -2%
BCA
154
Bay Colony Advisors
Massachusetts
$441K +$64.4K +1,555 +18%
Cerity Partners
155
Cerity Partners
New York
$440K +$426K +10,294 New
PWCM
156
Processus Wealth & Capital Management
Tennessee
$436K +$423K +10,214 New
VCA
157
Verdence Capital Advisors
Maryland
$401K -$123K -2,975 -24%
Comerica Bank
158
Comerica Bank
Texas
$401K +$132K +3,193 +52%
OHWP
159
Oak Harbor Wealth Partners
North Carolina
$381K
D.E. Shaw & Co
160
D.E. Shaw & Co
New York
$373K -$423K -10,224 -54%
SMC
161
Smith, Moore & Co
Missouri
$368K +$83K +2,004 +30%
HH
162
Hilltop Holdings
Texas
$367K +$356K +8,592 New
CIC
163
Carnegie Investment Counsel
Ohio
$366K
CIBC World Market
164
CIBC World Market
Ontario, Canada
$330K
FFA
165
Farther Finance Advisors
California
$330K +$109K +2,632 +52%
CA
166
Calton & Associates
Florida
$330K +$320K +7,719 New
QCM
167
Quantinno Capital Management
New York
$326K +$316K +7,642 New
AQR Capital Management
168
AQR Capital Management
Connecticut
$289K +$281K +6,776 New
TCA
169
Transcend Capital Advisors
New Jersey
$286K +$277K +6,693 New
WS
170
Wedbush Securities
California
$283K
PWM
171
Perigon Wealth Management
California
$280K +$271K +6,555 New
NF
172
Nvest Financial
New Hampshire
$274K -$97.5K -2,356 -27%
MAG
173
Mayfair Advisory Group
Alabama
$252K +$8.28K +200 +4%
NLP
174
Next Level Private
New York
$245K -$9.48K -229 -4%
BAMG
175
Brand Asset Management Group
Missouri
$243K +$497 +12 +0.2%