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Putnam Focused Large Cap Value ETF

255 hedge funds and large institutions have $5.78B invested in Putnam Focused Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
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
WS
201
Wedbush Securities
California
$360K
CIBC World Market
202
CIBC World Market
Ontario, Canada
$352K
RWM
203
Revisor Wealth Management
Ohio
$338K
RMP
204
Richards, Merrill & Peterson
Washington
$322K
PWM
205
Perigon Wealth Management
California
$299K
LWA
206
Lantern Wealth Advisors
New York
$293K
VC
207
Vicus Capital
Pennsylvania
$276K
HWMO
208
Heritage Wealth Management (Ohio)
Ohio
$274K
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$267K
NLP
210
Next Level Private
New York
$261K
TCA
211
Transcend Capital Advisors
New Jersey
$260K
BAMG
212
Brand Asset Management Group
Missouri
$260K
SB
213
Strategic Blueprint
Georgia
$251K
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$250K
SA
215
Sonoma Allocations
California
$244K
CWP
216
Clark Wealth Partners
Illinois
$231K
AWM
217
AE Wealth Management
Kansas
$227K
NA
218
NewEdge Advisors
Louisiana
$223K
SAI
219
Savvy Advisors Inc
New York
$216K
FWM
220
Fingerlakes Wealth Management
New York
$213K
BRWA
221
B. Riley Wealth Advisors
Florida
$208K
RIM
222
Rockbridge Investment Management
New York
$201K
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K
AF
224
Allworth Financial
California
$146K
S
225
SignatureFD
Georgia
$120K