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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
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$18.1K +413 +1%
Comerica Bank
152
Comerica Bank
Texas
$1.2M +$743K +16,917 +180%
AFP
153
ATX Financial Planning
Texas
$1.2M +$1.15M +26,230 New
RWB
154
RMR Wealth Builders
New Jersey
$1.12M +$326K +7,416 +43%
KWM
155
Kingsview Wealth Management
Oregon
$1.12M +$1.08M +24,514 New
CCM
156
Cox Capital Management
Massachusetts
$1.06M -$4.7K -107 -0.5%
HT
157
Heritage Trust
Oklahoma
$1.06M +$1.02M +23,154 New
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$1.05M +$308K +7,027 +44%
AAS
159
Ameritas Advisory Services
Nebraska
$1.03M +$525K +11,961 +112%
GWM
160
GK Wealth Management
Nevada
$1.01M +$976K +22,240 New
MGWM
161
Marks Group Wealth Management
Minnesota
$989K +$952K +21,695 New
TRCT
162
Tower Research Capital (TRC)
New York
$987K +$927K +21,110 +3,859%
AQR Capital Management
163
AQR Capital Management
Connecticut
$932K +$600K +13,673 +202%
IAS
164
Insigneo Advisory Services
Florida
$906K +$873K +19,877 New
WIA
165
World Investment Advisors
California
$903K +$184K +4,189 +27%
GWM
166
Greenline Wealth Management
Florida
$899K +$866K +19,733 New
FSA
167
Financial Services Advisory
Maryland
$864K +$832K +18,964 New
KWM
168
Kingsman Wealth Management
Florida
$847K -$14.4K -327 -2%
IFG
169
Independent Financial Group
California
$844K +$22.7K +518 +3%
FTS
170
Fifth Third Securities
Ohio
$842K +$65.5K +1,491 +9%
CWP
171
Cyndeo Wealth Partners
Florida
$755K -$80.7K -1,839 -10%
AO
172
Advisor OS
Illinois
$733K +$19.1K +435 +3%
PS
173
Principal Securities
Iowa
$699K +$424K +9,658 +170%
BWMG
174
Barnes Wealth Management Group
California
$683K -$6.94K -158 -1%
NRI
175
NFP Retirement Inc
California
$666K +$641K +14,606 New
5 6
7
8 9

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.