Putnam Focused Large Cap Value ETF
PVAL
22 hedge funds and large institutions have $122M 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.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $108M → $122M (+$13.5M)
10% more funds holding
Funds holding: 20 → 22 (+2)
1.83% more ownership
Funds ownership: 80.41% → 82.24% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.09M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.91M |
| 3 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
+$1.51M |
| 4 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$1.39M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$806K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$822K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$267K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$178K |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$57.2K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$34.6K |
PVAL Hedge Fund Activity: Q1 2023 in Review
22 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q1 2023, worth a combined $122M — up 12% from $108M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PVAL positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, adding an estimated $3.09M. The largest seller was Cetera Advisor Networks, cutting an estimated $822K.
- 22 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q1 2023, up from 20 in Q4 2022.
- Funds reported $122M of Putnam Focused Large Cap Value ETF stock for Q1 2023, up 12% quarter-over-quarter.
- 5 funds opened new Putnam Focused Large Cap Value ETF positions in Q1 2023 and 3 closed out, a net change of +2 holders.
- The largest Putnam Focused Large Cap Value ETF buyer in Q1 2023 was UBS Group, an estimated $3.09M added.
- The largest Putnam Focused Large Cap Value ETF seller in Q1 2023 was Cetera Advisor Networks, an estimated $822K sold.
Based on aggregated 13F filings for Q1 2023.