Putnam Focused Large Cap Value ETF
PVAL
20 hedge funds and large institutions have $108M invested in Putnam Focused Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 0 closing their positions.
318% more capital invested
Capital invested by funds: $25.9M → $108M (+$82.3M)
82% more funds holding
Funds holding: 11 → 20 (+9)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
23.3% more ownership
Funds ownership: 57.12% → 80.41% (+23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$54.3M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$8.09M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$5.07M |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$1.58M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$169K |
| 2 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$83.2K |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$58.9K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$45K |
PVAL Hedge Fund Activity: Q4 2022 in Review
20 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q4 2022, worth a combined $108M — up 318% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PVAL positions and 0 closed out — a net gain of 9 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $54.3M. The largest seller was Cetera Investment Advisers, cutting an estimated $169K.
- 20 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q4 2022, up from 11 in Q3 2022.
- Funds reported $108M of Putnam Focused Large Cap Value ETF stock for Q4 2022, up 318% quarter-over-quarter.
- 9 funds opened new Putnam Focused Large Cap Value ETF positions in Q4 2022 and 0 closed out, a net change of +9 holders.
- The largest Putnam Focused Large Cap Value ETF buyer in Q4 2022 was Amplius Wealth Advisors, an estimated $54.3M added.
- The largest Putnam Focused Large Cap Value ETF seller in Q4 2022 was Cetera Investment Advisers, an estimated $169K sold.
Based on aggregated 13F filings for Q4 2022.