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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
AP
201
Advisortrust Partners
North Carolina
$392K +$378K +8,600 New
CIC
202
Carnegie Investment Counsel
Ohio
$390K – – –
FFA
203
Farther Finance Advisors
California
$389K +$35.9K +817 +11%
EWM
204
Elevation Wealth Management
Minnesota
$376K +$362K +8,256 New
WS
205
Wedbush Securities
California
$360K +$55.7K +1,270 +19%
CIBC World Market
206
CIBC World Market
Ontario, Canada
$352K – – –
RWM
207
Revisor Wealth Management
Ohio
$338K +$321K +7,308 New
RMP
208
Richards, Merrill & Peterson
Washington
$322K +$311K +7,075 New
PWM
209
Perigon Wealth Management
California
$299K – – –
LWA
210
Lantern Wealth Advisors
New York
$293K +$52.4K +1,194 +23%
EFG
211
Everest Financial Group
Minnesota
$287K +$277K +6,303 New
VC
212
Vicus Capital
Pennsylvania
$276K +$266K +6,066 New
HWMO
213
Heritage Wealth Management (Ohio)
Ohio
$274K +$264K +6,015 New
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$267K -$260K -5,931 -50%
NLP
215
Next Level Private
New York
$261K +$1.23K +28 +0.5%
TCA
216
Transcend Capital Advisors
New Jersey
$260K -$43K -979 -15%
BAMG
217
Brand Asset Management Group
Missouri
$260K +$658 +15 +0.3%
SB
218
Strategic Blueprint
Georgia
$251K +$7.38K +168 +3%
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$250K +$6.72K +153 +3%
SA
220
Sonoma Allocations
California
$244K +$225K +5,122 New
CWP
221
Clark Wealth Partners
Illinois
$231K – – –
AWM
222
AE Wealth Management
Kansas
$227K +$219K +4,987 New
NA
223
NewEdge Advisors
Louisiana
$223K +$215K +4,903 New
SAI
224
Savvy Advisors Inc
New York
$216K -$357K -8,143 -63%
FWM
225
Fingerlakes Wealth Management
New York
$213K +$205K +4,675 New
7 8
9
10 11

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.