PVAL icon

Putnam Focused Large Cap Value ETF

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
Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
201
Advisortrust Partners
North Carolina
$392K
CIC
202
Carnegie Investment Counsel
Ohio
$390K
FFA
203
Farther Finance Advisors
California
$389K
EWM
204
Elevation Wealth Management
Minnesota
$376K
WS
205
Wedbush Securities
California
$360K
CIBC World Market
206
CIBC World Market
Ontario, Canada
$352K
RWM
207
Revisor Wealth Management
Ohio
$338K
RMP
208
Richards, Merrill & Peterson
Washington
$322K
PWM
209
Perigon Wealth Management
California
$299K
LWA
210
Lantern Wealth Advisors
New York
$293K
EFG
211
Everest Financial Group
Minnesota
$287K
VC
212
Vicus Capital
Pennsylvania
$276K
HWMO
213
Heritage Wealth Management (Ohio)
Ohio
$274K
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$267K
NLP
215
Next Level Private
New York
$261K
TCA
216
Transcend Capital Advisors
New Jersey
$260K
BAMG
217
Brand Asset Management Group
Missouri
$260K
SB
218
Strategic Blueprint
Georgia
$251K
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$250K
SA
220
Sonoma Allocations
California
$244K
CWP
221
Clark Wealth Partners
Illinois
$231K
AWM
222
AE Wealth Management
Kansas
$227K
NA
223
NewEdge Advisors
Louisiana
$223K
SAI
224
Savvy Advisors Inc
New York
$216K
FWM
225
Fingerlakes Wealth Management
New York
$213K