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Putnam Focused Large Cap Value ETF

34 hedge funds and large institutions have $188M invested in Putnam Focused Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
14
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$39.8M 1,262,454 -718,645 -36%
Bank of America
2
Bank of America
North Carolina
$30.5M 965,443 +279,700 +41%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$18M 571,843 +556,265 +3,571%
Stifel Financial
4
Stifel Financial
Missouri
$14.4M 457,357 +12,760 +3%
CAN
5
Cetera Advisor Networks
California
$13.4M 425,538 +67,371 +19%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$13.3M 420,131 -3,645 -0.9%
KAS
7
Kestra Advisory Services
Texas
$10.8M 343,198 -6,186 -2%
UBS Group
8
UBS Group
Switzerland
$10.5M 331,418 +113,749 +52%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.61M 304,541 +33,229 +12%
PFG
10
Prosperity Financial Group
California
$8.82M 279,669 -5,562 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.95M 93,643 +5,699 +6%
CA
12
Cetera Advisors
Colorado
$2.07M 65,757 +28,140 +75%
KPWS
13
Kestra Private Wealth Services
Texas
$1.93M 61,169 -10,593 -15%
LPL Financial
14
LPL Financial
California
$1.65M 52,276 +6,929 +15%
WIP
15
WealthCare Investment Partners
Rhode Island
$1.4M 44,404 -350 -0.8%
AF
16
Advisornet Financial
Minnesota
$1.35M 42,893 +28,227 +192%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.22M 38,564 +8,234 +27%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$882K 27,969 +27,969 New
SWA
19
Stratos Wealth Advisors
Ohio
$681K 21,606 -20,339 -48%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$681K 21,606 +21,606 New
Truist Financial
21
Truist Financial
North Carolina
$623K 19,751 +11,927 +152%
SPA
22
Sentinel Pension Advisors
Massachusetts
$518K 16,432 +1,935 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$422K 13,376 +11,018 +467%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$394K 12,488 -931 -7%
AAS
25
Avantax Advisory Services
Texas
$291K 9,241 -22 -0.2%