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Putnam Focused Large Cap Value ETF

20 hedge funds and large institutions have $135M invested in Putnam Focused Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
8
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$63M 2,144,731 +61,540 +3%
USCWA
2
U.S. Capital Wealth Advisors
Texas
$12.3M 419,451 -20,644 -5%
CAN
3
Cetera Advisor Networks
California
$10.1M 342,542 +23,207 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.5M 289,168 +148,564 +106%
Stifel Financial
5
Stifel Financial
Missouri
$6.25M 212,693 +6,461 +3%
PFG
6
Prosperity Financial Group
California
$6.16M 209,745 -734 -0.3%
UBS Group
7
UBS Group
Switzerland
$5.09M 173,120 +47,304 +38%
SWA
8
Stratos Wealth Advisors
Ohio
$4.83M 164,333 -17,329 -10%
PI
9
Putnam Investments
Massachusetts
$4.41M 150,000 -50,000 -25%
SAM
10
Synergy Asset Management
Washington
$3.58M 122,001 +122,001 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.91M 99,170 -2,016 -2%
KAS
12
Kestra Advisory Services
Texas
$2.6M 88,403 +62,297 +239%
KPWS
13
Kestra Private Wealth Services
Texas
$1.82M 62,025 -415 -0.7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$916K 31,185 -5,018 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$558K 19,001 +19,001 New
AF
16
Advisornet Financial
Minnesota
$426K 14,494 -6,457 -31%
ACM
17
AlphaStar Capital Management
North Carolina
$417K 14,183 +14,183 New
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$394K 13,419 -15,694 -54%
Jane Street
19
Jane Street
New York
$276K 9,405 +1,668 +22%
Osaic Holdings
20
Osaic Holdings
Arizona
$75.3K 2,564 +300 +13%
TCA
21
Transcend Capital Advisors
New Jersey
-64,508 Closed
AI
22
Atria Investments
North Carolina
-60,338 Closed
WIP
23
WealthCare Investment Partners
Rhode Island
-54,601 Closed
BPA
24
Beacon Pointe Advisors
California
-8,349 Closed
BAM
25
Belpointe Asset Management
Nevada
-2,200 Closed