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Putnam Focused Large Cap Value ETF

95 hedge funds and large institutions have $959M invested in Putnam Focused Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
95
Holders Change
+33
Holders Change %
+53.23%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
36
Increased
43
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$158M 4,154,780 +1,072,760 +35%
UBS Group
2
UBS Group
Switzerland
$106M 2,803,010 +2,240,160 +398%
GT
3
Glenmede Trust
Pennsylvania
$77.4M 2,039,113 +464,165 +29%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$61M 1,607,814 +1,607,814 New
AWA
5
Amplius Wealth Advisors
Pennsylvania
$59.4M 1,566,637 +201,908 +15%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$58.9M 1,553,269 +521,397 +51%
OWA
7
Opal Wealth Advisors
New York
$45.1M 1,189,265 +110,513 +10%
Morgan Stanley
8
Morgan Stanley
New York
$40.4M 1,065,785 +1,059,849 +17,855%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$33.2M 873,832 +872,725 +78,837%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$30.5M 802,989 -172,455 -18%
Stifel Financial
11
Stifel Financial
Missouri
$19.2M 505,696 +18,521 +4%
GF
12
GGM Financials
Ohio
$15.2M 400,957 +8,156 +2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$15.1M 398,894 -183,182 -31%
SA
14
Sanctuary Advisors
Indiana
$14.6M 369,834 +357,761 +2,963%
KAS
15
Kestra Advisory Services
Texas
$14.3M 377,533 +12,487 +3%
SFG
16
Sowa Financial Group
Rhode Island
$12.4M 326,482 +251,495 +335%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11.7M 307,830 +233,843 +316%
AWA
18
Arete Wealth Advisors
Illinois
$10.5M 278,395 -7,650 -3%
WANY
19
Wealthspire Advisors (New York)
New York
$10.5M 276,845 +276,845 New
RWA
20
Redhawk Wealth Advisors
Minnesota
$8.44M 222,470 +4,874 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.68M 202,347 +72,324 +56%
HG
22
Harbor Group
New Hampshire
$7.17M 189,040 +147,335 +353%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$6.8M 179,132 +84,257 +89%
AI
24
Atria Investments
North Carolina
$6.79M 178,975 +178,975 New
TCWA
25
Turtle Creek Wealth Advisors
Texas
$6.7M 176,495 +176,495 New