Putnam Focused Large Cap Value ETF
PVAL
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.
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: 15 → 21 (+6)
16% more funds holding
Funds holding: 147 → 171 (+24)
0.77% more ownership
Funds ownership: 84.39% → 85.17% (+0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$93.6M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$69.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$62.9M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$28.6M |
| 5 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$14.2M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$4.07M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
-$3.99M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.99M |
| 5 |
ELI
Empire Life Investments
Toronto,
Ontario, Canada
|
-$2.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
176
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$447K | -11,731 | Closed |
|
|
BIG
177
Brookwood Investment Group
Phoenix,
Arizona
| – | -$354K | -9,299 | Closed |
|
|
HSA
178
HBK Sorce Advisory
Erie,
Pennsylvania
| – | -$302K | -7,932 | Closed |
|
|
OWM
179
OneAscent Wealth Management
Birmingham,
Alabama
| – | -$275K | -7,232 | Closed |
|
|
TC
180
TownSquare Capital
Provo,
Utah
| – | -$260K | -6,839 | Closed |
|
181
Bessemer Group
Woodbridge,
New Jersey
| – | -$114K | -3,000 | Closed |
|
182
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$26.9K | -802 | Closed |
|
|
CWM
183
Centricity Wealth Management
Westerville,
Ohio
| – | -$12K | -315 | Closed |
|
|
FIM
184
FWL Investment Management
Dallas,
Texas
| – | -$11.1K | -291 | 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.