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Putnam Focused Large Cap Value ETF

118 hedge funds and large institutions have $1.34B invested in Putnam Focused Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
118
Holders Change
+23
Holders Change %
+24.21%
% of All Funds
1.57%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
33
Increased
67
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$213M 5,741,266 +1,586,486 +38%
GT
2
Glenmede Trust
Pennsylvania
$139M 3,757,297 +1,718,184 +84%
UBS Group
3
UBS Group
Switzerland
$108M 2,902,660 +99,650 +4%
Morgan Stanley
4
Morgan Stanley
New York
$89.4M 2,409,551 +1,343,766 +126%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$85.8M 2,310,623 +757,354 +49%
AWA
6
Amplius Wealth Advisors
Pennsylvania
$64.1M 1,727,791 +161,154 +10%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$62.4M 1,680,725 +72,911 +5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$50.9M 1,372,125 +498,293 +57%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$45.5M 1,227,015 +424,026 +53%
OWA
10
Opal Wealth Advisors
New York
$45.1M 1,214,952 +25,687 +2%
Stifel Financial
11
Stifel Financial
Missouri
$41.7M 1,122,788 +617,092 +122%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$40.4M 1,088,013 +689,119 +173%
SFG
13
Sowa Financial Group
Rhode Island
$17M 458,420 +131,938 +40%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$16.1M 434,701 +126,871 +41%
GF
15
GGM Financials
Ohio
$15.3M 412,635 +11,678 +3%
KAS
16
Kestra Advisory Services
Texas
$15.2M 408,465 +30,932 +8%
SA
17
Sanctuary Advisors
Indiana
$15.1M 386,941 +17,107 +5%
AWA
18
Arete Wealth Advisors
Illinois
$13.6M 366,788 +88,393 +32%
HG
19
Harbor Group
New Hampshire
$13.1M 352,556 +163,516 +86%
AFG
20
Allegheny Financial Group
Pennsylvania
$12.9M 346,329 +173,572 +100%
WANY
21
Wealthspire Advisors (New York)
New York
$12.3M 330,289 +53,444 +19%
KFSN
22
Keystone Financial Services (Nebraska)
Nebraska
$11.3M 303,926 +303,926 New
AF
23
Advisornet Financial
Minnesota
$9.57M 257,796 +95,358 +59%
RWA
24
Redhawk Wealth Advisors
Minnesota
$8.93M 240,561 +18,091 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.4M 226,341 +23,994 +12%