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Putnam Focused Large Cap Value ETF

39 hedge funds and large institutions have $313M invested in Putnam Focused Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
20
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$54.4M 1,522,905 +557,462 +58%
AWA
2
Amplius Wealth Advisors
Pennsylvania
$54.3M 1,518,844 +256,390 +20%
OWA
3
Opal Wealth Advisors
New York
$37.8M 1,056,925 +1,056,925 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$24.6M 689,454 +595,811 +636%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$20.7M 578,181 +6,338 +1%
CAN
6
Cetera Advisor Networks
California
$17.9M 500,260 +74,722 +18%
Stifel Financial
7
Stifel Financial
Missouri
$16.4M 459,882 +2,525 +0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.1M 394,578 +90,037 +30%
UBS Group
9
UBS Group
Switzerland
$13.3M 370,895 +39,477 +12%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$11M 308,796 +308,796 New
KAS
11
Kestra Advisory Services
Texas
$10.9M 304,490 -38,708 -11%
AWA
12
Arete Wealth Advisors
Illinois
$5.26M 147,279 +147,279 New
PFG
13
Prosperity Financial Group
California
$4.51M 126,206 -153,463 -55%
GT
14
Glenmede Trust
Pennsylvania
$3.77M 105,521 +105,521 New
CA
15
Cetera Advisors
Colorado
$2.87M 80,386 +14,629 +22%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.55M 71,439 +49,833 +231%
KPWS
17
Kestra Private Wealth Services
Texas
$2.12M 59,252 -1,917 -3%
AF
18
Advisornet Financial
Minnesota
$2.11M 59,160 +16,267 +38%
OMC
19
Old Mission Capital
Illinois
$2.1M 58,901 +58,901 New
LPL Financial
20
LPL Financial
California
$1.87M 52,298 +22 +0%
Truist Financial
21
Truist Financial
North Carolina
$1.75M 49,055 +29,304 +148%
WIP
22
WealthCare Investment Partners
Rhode Island
$1.59M 44,459 +55 +0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.33M 37,107 -1,457 -4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.28M 35,845 +35,845 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$1.02M 28,513 +544 +2%