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Putnam Focused Large Cap Value ETF

256 hedge funds and large institutions have $5.79B invested in Putnam Focused Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 153 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
EWM
201
Elevation Wealth Management
Minnesota
$376K
WS
202
Wedbush Securities
California
$360K
CIBC World Market
203
CIBC World Market
Ontario, Canada
$352K
RWM
204
Revisor Wealth Management
Ohio
$338K
RMP
205
Richards, Merrill & Peterson
Washington
$322K
PWM
206
Perigon Wealth Management
California
$299K
LWA
207
Lantern Wealth Advisors
New York
$293K
VC
208
Vicus Capital
Pennsylvania
$276K
HWMO
209
Heritage Wealth Management (Ohio)
Ohio
$274K
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$267K
NLP
211
Next Level Private
New York
$261K
TCA
212
Transcend Capital Advisors
New Jersey
$260K
BAMG
213
Brand Asset Management Group
Missouri
$260K
SB
214
Strategic Blueprint
Georgia
$251K
Envestnet Portfolio Solutions
215
Envestnet Portfolio Solutions
Illinois
$250K
SA
216
Sonoma Allocations
California
$244K
CWP
217
Clark Wealth Partners
Illinois
$231K
AWM
218
AE Wealth Management
Kansas
$227K
NA
219
NewEdge Advisors
Louisiana
$223K
SAI
220
Savvy Advisors Inc
New York
$216K
FWM
221
Fingerlakes Wealth Management
New York
$213K
BRWA
222
B. Riley Wealth Advisors
Florida
$208K
RIM
223
Rockbridge Investment Management
New York
$201K
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K
AF
225
Allworth Financial
California
$146K