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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

168 hedge funds and large institutions have $2.84B invested in Putnam Focused Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+23
Holders Change %
+15.86%
% 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
37
Increased
94
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFB
Cullen/Frost Bankers
Texas
+$99.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$74.1M
3
Bank of America
Bank of America
North Carolina
+$67.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$30.5M
5
MYIA
Mount Yale Investment Advisors
Colorado
+$30.2M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$15.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$4.35M
3
WANY
Wealthspire Advisors (New York)
New York
-$4.25M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$3.26M
5
ELI
Empire Life Investments
Ontario, Canada
-$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
176
OneAscent Wealth Management
Alabama
– -$275K -7,232 Closed
TC
177
TownSquare Capital
Utah
– -$260K -6,839 Closed
Bessemer Group
178
Bessemer Group
New Jersey
– -$114K -3,000 Closed
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
– -$26.9K -802 Closed
CWM
180
Centricity Wealth Management
Ohio
– -$12K -315 Closed
FIM
181
FWL Investment Management
Texas
– -$11.1K -291 Closed
4 5 6 7
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