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Putnam Focused Large Cap Value ETF

171 hedge funds and large institutions have $2.88B invested in Putnam Focused Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

41% more capital invested

Capital invested by funds: $2.05B → $2.88B (+$834M)

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

16% more funds holding

Funds holding: 147171 (+24)

0.77% more ownership

Funds ownership: 84.39%85.17% (+0.77%)

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% 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
38
Increased
96
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$410M +$62.9M +1,669,903 +20%
Morgan Stanley
2
Morgan Stanley
New York
$216M +$12.8M +339,216 +7%
GIM
3
Glenmede Investment Management
Pennsylvania
$201M +$188M +4,997,322 New
UBS Group
4
UBS Group
Switzerland
$178M +$22.9M +606,589 +16%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$175M +$22.8M +605,693 +16%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$143M +$69.4M +1,841,717 +107%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$143M +$28.6M +758,283 +27%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$105M +$28.3M +750,161 +41%
CFB
9
Cullen/Frost Bankers
Texas
$99.9M +$93.6M +2,482,578 New
Stifel Financial
10
Stifel Financial
Missouri
$82.6M +$434K +11,501 +0.6%
AWA
11
Amplius Wealth Advisors
Pennsylvania
$78.7M +$2.7M +71,604 +4%
OWA
12
Opal Wealth Advisors
New York
$59.6M +$1.99M +52,744 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
$49.3M -$4.07M -108,094 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$43M +$951K +25,228 +2%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$41.1M -$2.99M -79,416 -7%
AFG
16
Allegheny Financial Group
Pennsylvania
$39.7M +$17.9M +475,961 +93%
SA
17
Sanctuary Advisors
Indiana
$38.3M +$21.6M +573,429 +152%
HG
18
Harbor Group
New Hampshire
$31.9M +$1.68M +44,606 +6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$31M +$18.5M +489,737 +175%
MYIA
20
Mount Yale Investment Advisors
Colorado
$30.2M +$28.3M +751,791 New
GWM
21
Geneos Wealth Management
Colorado
$28.8M +$15.3M +404,929 +130%
MWM
22
Modern Wealth Management
Kansas
$24.9M +$4.01M +106,388 +21%
AWA
23
Arete Wealth Advisors
Illinois
$23.3M +$6.92M +183,455 +46%
CAL
24
Capital Analysts LLC
Pennsylvania
$21.6M +$10.8M +286,911 +114%
Corient Private Wealth
25
Corient Private Wealth
Florida
$21M +$16.6M +439,407 +534%

PVAL Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Putnam Focused Large Cap Value ETF (PVAL) for Q2 2025, worth a combined $2.88B — up 41% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PVAL positions and 13 closed out — a net gain of 25 holders — while 96 added to existing stakes and 29 trimmed.

The largest buyer was Cullen/Frost Bankers, opening a new position worth an estimated $93.6M. The largest seller was Truist Financial, cutting an estimated $14.2M.

  • 171 institutional investors held Putnam Focused Large Cap Value ETF (PVAL) as of Q2 2025, up from 147 in Q1 2025.
  • Funds reported $2.88B of Putnam Focused Large Cap Value ETF stock for Q2 2025, up 41% quarter-over-quarter.
  • 38 funds opened new Putnam Focused Large Cap Value ETF positions in Q2 2025 and 13 closed out, a net change of +25 holders.
  • The largest Putnam Focused Large Cap Value ETF buyer in Q2 2025 was Cullen/Frost Bankers, an estimated $93.6M added.
  • The largest Putnam Focused Large Cap Value ETF seller in Q2 2025 was Truist Financial, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2025.