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Putnam Focused Large Cap Value ETF

26 hedge funds and large institutions have $160M invested in Putnam Focused Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$57.9M 1,981,099 -163,632 -8%
Bank of America
2
Bank of America
North Carolina
$20M 685,743 +685,743 New
Stifel Financial
3
Stifel Financial
Missouri
$13M 444,597 +231,904 +109%
USCWA
4
U.S. Capital Wealth Advisors
Texas
$12.4M 423,776 +4,325 +1%
CAN
5
Cetera Advisor Networks
California
$10.5M 358,167 +15,625 +5%
KAS
6
Kestra Advisory Services
Texas
$10.2M 349,384 +260,981 +295%
PFG
7
Prosperity Financial Group
California
$8.34M 285,231 +75,486 +36%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.93M 271,312 -17,856 -6%
UBS Group
9
UBS Group
Switzerland
$6.36M 217,669 +44,549 +26%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.57M 87,944 -11,226 -11%
KPWS
11
Kestra Private Wealth Services
Texas
$2.1M 71,762 +9,737 +16%
LPL Financial
12
LPL Financial
California
$1.33M 45,347 +45,347 New
WIP
13
WealthCare Investment Partners
Rhode Island
$1.29M 44,754 +44,754 New
SWA
14
Stratos Wealth Advisors
Ohio
$1.23M 41,945 -122,388 -74%
CA
15
Cetera Advisors
Colorado
$1.1M 37,617 +37,617 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$887K 30,330 -855 -3%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$455K 15,578 +15,578 New
AF
18
Advisornet Financial
Minnesota
$429K 14,666 +172 +1%
SPA
19
Sentinel Pension Advisors
Massachusetts
$424K 14,497 +14,497 New
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$392K 13,419
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$322K 11,004 +11,004 New
BPA
22
Beacon Pointe Advisors
California
$278K 9,519 +9,519 New
AAS
23
Avantax Advisory Services
Texas
$271K 9,263 +9,263 New
Truist Financial
24
Truist Financial
North Carolina
$229K 7,824 +7,824 New
Osaic Holdings
25
Osaic Holdings
Arizona
$78.7K 2,692 +128 +5%