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Putnam Focused Large Cap Value ETF

22 hedge funds and large institutions have $118M invested in Putnam Focused Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
12
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$57.8M 2,083,191 +50,152 +2%
USCWA
2
U.S. Capital Wealth Advisors
Texas
$12.2M 440,095 -6,425 -1%
CAN
3
Cetera Advisor Networks
California
$8.86M 319,335 -29,673 -9%
PFG
4
Prosperity Financial Group
California
$5.84M 210,479 +20,806 +11%
Stifel Financial
5
Stifel Financial
Missouri
$5.72M 206,232 +16,406 +9%
PI
6
Putnam Investments
Massachusetts
$5.55M 200,000
SWA
7
Stratos Wealth Advisors
Ohio
$5.04M 181,662 +19,612 +12%
UBS Group
8
UBS Group
Switzerland
$3.49M 125,816 +111,627 +787%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.81M 101,186 -1,250 -1%
TCA
10
Transcend Capital Advisors
New Jersey
$1.79M 64,508 +5,268 +9%
KPWS
11
Kestra Private Wealth Services
Texas
$1.73M 62,440
AI
12
Atria Investments
North Carolina
$1.67M 60,338 +1,354 +2%
WIP
13
WealthCare Investment Partners
Rhode Island
$1.52M 54,601 +54,601 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.01M 36,203 +4,461 +14%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$808K 29,113 +29,113 New
KAS
16
Kestra Advisory Services
Texas
$725K 26,106 +26,106 New
AF
17
Advisornet Financial
Minnesota
$582K 20,951 +2,903 +16%
BPA
18
Beacon Pointe Advisors
California
$232K 8,349 +8,349 New
Jane Street
19
Jane Street
New York
$215K 7,737 +7,737 New
Osaic Holdings
20
Osaic Holdings
Arizona
$62.8K 2,264 +1,052 +87%
BAM
21
Belpointe Asset Management
Nevada
$61.1K 2,200 +100 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.9K 140,604 +69,050 +97%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-9,872 Closed
WA
24
Win Advisors
Florida
-2,117 Closed
CAL
25
Capital Analysts LLC
Pennsylvania
-566 Closed