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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
CPA
176
Clear Point Advisors
New York
$645K -$43.9K -1,001 -7%
APP
177
Avantax Planning Partners
Iowa
$639K -$2.06K -47 -0.3%
CA
178
Continuum Advisory
Idaho
$628K +$605K +13,791 New
QCM
179
Quantinno Capital Management
New York
$608K +$250K +5,690 +74%
ACA
180
Aspire Capital Advisors
Washington
$596K +$574K +13,079 New
LSIA
181
LaSalle St. Investment Advisors
Illinois
$592K +$86.7K +1,976 +18%
PWCM
182
Processus Wealth & Capital Management
Tennessee
$575K +$106K +2,404 +24%
Natixis Advisors
183
Natixis Advisors
Massachusetts
$553K +$532K +12,127 New
Brown Advisory
184
Brown Advisory
Maryland
$551K -$22K -501 -4%
MAG
185
Mayfair Advisory Group
Alabama
$533K +$250K +5,700 +97%
PAG
186
Private Advisor Group
New Jersey
$495K +$477K +10,860 New
SPA
187
Sentinel Pension Advisors
Massachusetts
$495K -$126K -2,877 -21%
SW
188
SteelPeak Wealth
California
$491K – – –
AWM
189
Apollon Wealth Management
South Carolina
$485K +$467K +10,636 New
BCA
190
Bay Colony Advisors
Massachusetts
$482K +$11.2K +256 +2%
MF
191
Manchester Financial
California
$478K +$460K +10,479 New
IF
192
Integrity Financial
Wyoming
$466K +$449K +10,220 New
PWP
193
Principle Wealth Partners
Connecticut
$462K -$10.3K -235 -2%
JWBC
194
John W. Brooker & Co
California
$462K +$445K +10,143 New
VCA
195
Verdence Capital Advisors
Maryland
$432K +$10.9K +249 +3%
CA
196
Calton & Associates
Florida
$416K +$61.9K +1,410 +18%
SAM
197
Secure Asset Management
Michigan
$410K +$395K +9,002 New
SMC
198
Smith, Moore & Co
Missouri
$401K +$8.16K +186 +2%
NF
199
Nvest Financial
New Hampshire
$400K +$104K +2,365 +37%
HH
200
Hilltop Holdings
Texas
$392K +$658 +15 +0.2%
6 7
8
9 10

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.