Putnam Focused Large Cap Value ETF
PVAL
8 hedge funds and large institutions have $14.3M invested in Putnam Focused Large Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
114% more capital invested
Capital invested by funds: $6.67M → $14.3M (+$7.61M)
60% more funds holding
Funds holding: 5 → 8 (+3)
23.11% more ownership
Funds ownership: 26.29% → 49.4% (+23%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$4.25M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.95M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.55M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$296K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$282K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$194K |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$71K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$33K |
PVAL Hedge Fund Activity: Q2 2022 in Review
8 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q2 2022, worth a combined $14.3M — up 114% from $6.67M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PVAL positions and 2 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Stratos Wealth Advisors, opening a new position worth an estimated $4.25M. The largest seller was Citadel Advisors, cutting an estimated $194K.
- 8 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q2 2022, up from 5 in Q1 2022.
- Funds reported $14.3M of Putnam Focused Large Cap Value ETF stock for Q2 2022, up 114% quarter-over-quarter.
- 5 funds opened new Putnam Focused Large Cap Value ETF positions in Q2 2022 and 2 closed out, a net change of +3 holders.
- The largest Putnam Focused Large Cap Value ETF buyer in Q2 2022 was Stratos Wealth Advisors, an estimated $4.25M added.
- The largest Putnam Focused Large Cap Value ETF seller in Q2 2022 was Citadel Advisors, an estimated $194K sold.
Based on aggregated 13F filings for Q2 2022.