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Putnam Focused Large Cap Value ETF

168 hedge funds and large institutions have $2.84B invested in Putnam Focused Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+23
Holders Change %
+15.86%
% of All Funds
2.25%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
37
Increased
94
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$410M +$67.2M +1,669,903 +20%
Morgan Stanley
2
Morgan Stanley
New York
$216M +$13.6M +339,216 +7%
GIM
3
Glenmede Investment Management
Pennsylvania
$201M +$201M +4,997,322 New
UBS Group
4
UBS Group
Switzerland
$178M +$24.4M +606,589 +16%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$175M +$24.4M +605,693 +16%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$143M +$74.1M +1,841,717 +107%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$143M +$30.5M +758,283 +27%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$105M +$30.2M +750,161 +41%
CFB
9
Cullen/Frost Bankers
Texas
$99.9M +$99.9M +2,482,578 New
Stifel Financial
10
Stifel Financial
Missouri
$82.6M +$463K +11,501 +0.6%
AWA
11
Amplius Wealth Advisors
Pennsylvania
$78.7M +$2.88M +71,604 +4%
OWA
12
Opal Wealth Advisors
New York
$59.6M +$2.12M +52,744 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
$49.3M -$4.35M -108,094 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$43M +$1.01M +25,228 +2%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$41.1M -$3.26M -79,416 -7%
AFG
16
Allegheny Financial Group
Pennsylvania
$39.7M +$19.1M +475,961 +93%
HG
17
Harbor Group
New Hampshire
$31.9M +$1.79M +44,606 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$31M +$19.7M +489,737 +175%
MYIA
19
Mount Yale Investment Advisors
Colorado
$30.2M +$30.2M +751,791 New
GWM
20
Geneos Wealth Management
Colorado
$28.8M +$16.3M +404,929 +130%
MWM
21
Modern Wealth Management
Kansas
$25.2M +$4.64M +115,426 +23%
AWA
22
Arete Wealth Advisors
Illinois
$23.3M +$7.38M +183,455 +46%
CAL
23
Capital Analysts LLC
Pennsylvania
$21.6M +$11.5M +286,911 +114%
Corient Private Wealth
24
Corient Private Wealth
Florida
$21.3M +$18M +447,855 +545%
SFG
25
Sowa Financial Group
Rhode Island
$20.9M +$1.14M +28,336 +6%