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Putnam Focused Large Cap Value ETF

145 hedge funds and large institutions have $2.03B invested in Putnam Focused Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
145
Holders Change
+27
Holders Change %
+22.88%
% of All Funds
1.97%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
34
Increased
84
Reduced
17
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
$324M 8,512,992 +2,771,726 +48%
Morgan Stanley
2
Morgan Stanley
New York
$192M 5,031,882 +2,622,331 +109%
GT
3
Glenmede Trust
Pennsylvania
$170M 4,465,415 +708,118 +19%
UBS Group
4
UBS Group
Switzerland
$146M 3,822,280 +919,620 +32%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$143M 3,750,951 +2,523,936 +206%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$106M 2,794,248 +483,625 +21%
Stifel Financial
7
Stifel Financial
Missouri
$77.7M 2,041,657 +918,869 +82%
AWA
8
Amplius Wealth Advisors
Pennsylvania
$71.7M 1,883,958 +156,167 +9%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$70.5M 1,850,921 +170,196 +10%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$65.7M 1,724,187 +352,062 +26%
OWA
11
Opal Wealth Advisors
New York
$54.4M 1,429,509 +214,557 +18%
HighTower Advisors
12
HighTower Advisors
Illinois
$50.7M 1,332,525 +1,247,125 +1,460%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$41.1M 1,080,078 -7,935 -0.7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$39.8M 1,044,169 +609,468 +140%
HG
15
Harbor Group
New Hampshire
$28.5M 749,153 +396,597 +112%
AFG
16
Allegheny Financial Group
Pennsylvania
$19.5M 511,611 +165,282 +48%
MWM
17
Modern Wealth Management
Kansas
$19.5M 511,520 +511,520 New
SFG
18
Sowa Financial Group
Rhode Island
$18.7M 491,201 +32,781 +7%
Truist Financial
19
Truist Financial
North Carolina
$17.9M 469,766 +383,927 +447%
KAS
20
Kestra Advisory Services
Texas
$16.8M 440,814 +32,349 +8%
AWA
21
Arete Wealth Advisors
Illinois
$15.1M 395,359 +28,571 +8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$14.5M 381,012 +164,798 +76%
WANY
23
Wealthspire Advisors (New York)
New York
$14.2M 371,755 +41,466 +13%
AF
24
Advisornet Financial
Minnesota
$14M 368,300 +110,504 +43%
KFSN
25
Keystone Financial Services (Nebraska)
Nebraska
$12.4M 325,530 +21,604 +7%