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Putnam Focused Large Cap Value ETF
PVAL

Overview Fund Activity

62 hedge funds and large institutions have $502M invested in Putnam Focused Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
62
Holders Change
+23
Holders Change %
+58.97%
% of All Funds
0.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
28
Increased
25
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$112M
2
GT
2
Glenmede Trust
Pennsylvania
$57.2M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$35.4M
4
GF
4
GGM Financials
Ohio
$14.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$37.5M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$49.5M
3
OMC
3
Old Mission Capital
Illinois
$791K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
WIP
5
WealthCare Investment Partners
Rhode Island
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$112M 3,082,020 +1,559,115 +102%
GT
2
Glenmede Trust
Pennsylvania
$57.2M 1,574,948 +1,469,427 +1,393%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$49.5M 1,364,729 -154,115 -10%
OWA
4
Opal Wealth Advisors
New York
$39.2M 1,078,752 +21,827 +2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$37.5M 1,031,872 +342,418 +50%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$35.4M 975,444 +580,866 +147%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$21.1M 582,076 +3,895 +0.7%
UBS Group
8
UBS Group
Switzerland
$20.4M 562,850 +191,955 +52%
Stifel Financial
9
Stifel Financial
Missouri
$17.7M 487,175 +27,293 +6%
GF
10
GGM Financials
Ohio
$14.3M 392,801 +392,801 New
KAS
11
Kestra Advisory Services
Texas
$13.2M 365,046 +60,556 +20%
AWA
12
Arete Wealth Advisors
Illinois
$10.4M 286,045 +138,766 +94%
RWA
13
Redhawk Wealth Advisors
Minnesota
$7.9M 217,596 +217,596 New
PWM
14
Provident Wealth Management
Tennessee
$5.87M 161,707 +161,707 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.72M 130,023 +92,916 +250%
PFG
16
Prosperity Financial Group
California
$4.68M 129,033 +2,827 +2%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$4.68M 128,793 +128,793 New
EFL
18
ERn Financial LLC
Wisconsin
$4.31M 118,857 +118,857 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.44M 94,875 +23,436 +33%
AF
20
Advisornet Financial
Minnesota
$3.04M 83,789 +24,629 +42%
Jane Street
21
Jane Street
New York
$2.9M 79,981 +79,981 New
SFG
22
Sowa Financial Group
Rhode Island
$2.72M 74,987 +74,987 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.69M 73,987 +38,142 +106%
Truist Financial
24
Truist Financial
North Carolina
$2.43M 66,940 +17,885 +36%
KPWS
25
Kestra Private Wealth Services
Texas
$2.15M 59,278 +26 +0%
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