Putnam Focused Large Cap Value ETF
PVAL
96 hedge funds and large institutions have $960M invested in Putnam Focused Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 2 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 2
238% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 13
91% more capital invested
Capital invested by funds: $503M → $960M (+$457M)
52% more funds holding
Funds holding: 63 → 96 (+33)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
3.46% more ownership
Funds ownership: 76.86% → 80.32% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$82.5M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$59.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$39.5M |
| 4 |
Morgan Stanley
New York
|
+$39M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$6.75M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.35M |
| 3 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
-$1.78M |
| 4 |
Jane Street
New York
|
-$1.33M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$791K |
PVAL Hedge Fund Activity: Q3 2024 in Review
96 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q3 2024, worth a combined $960M — up 91% from $503M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PVAL positions and 2 closed out — a net gain of 34 holders — while 44 added to existing stakes and 13 trimmed.
The largest buyer was UBS Group, adding an estimated $82.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $6.75M.
- 96 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q3 2024, up from 63 in Q2 2024.
- Funds reported $960M of Putnam Focused Large Cap Value ETF stock for Q3 2024, up 91% quarter-over-quarter.
- 36 funds opened new Putnam Focused Large Cap Value ETF positions in Q3 2024 and 2 closed out, a net change of +34 holders.
- The largest Putnam Focused Large Cap Value ETF buyer in Q3 2024 was UBS Group, an estimated $82.5M added.
- The largest Putnam Focused Large Cap Value ETF seller in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $6.75M sold.
Based on aggregated 13F filings for Q3 2024.