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Putnam Focused Large Cap Value ETF

200 hedge funds and large institutions have $3.98B invested in Putnam Focused Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

290% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 30

38% more capital invested

Capital invested by funds: $2.88B → $3.98B (+$1.1B)

17% more funds holding

Funds holding: 171200 (+29)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

2.81% more ownership

Funds ownership: 85.17%87.98% (+2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $195K

Holders
200
Holders Change
+29
Holders Change %
+16.96%
% of All Funds
2.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.3%
New
42
Increased
117
Reduced
30
Closed
10
Calls
Puts
$195K
Net Calls
-$195K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$531M +$92.7M +2,239,115 +22%
Morgan Stanley
2
Morgan Stanley
New York
$327M +$94.8M +2,289,259 +43%
CFB
3
Cullen/Frost Bankers
Texas
$250M +$139M +3,360,792 +135%
GIM
4
Glenmede Investment Management
Pennsylvania
$247M +$32.7M +789,767 +16%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$229M +$75.2M +1,816,813 +51%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$209M +$22.1M +533,046 +12%
UBS Group
7
UBS Group
Switzerland
$198M +$8.29M +200,317 +5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$179M +$25.9M +626,728 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$167M +$118M +2,847,566 +266%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$130M +$18.8M +453,406 +17%
Stifel Financial
11
Stifel Financial
Missouri
$90.9M +$3.05M +73,708 +4%
AWA
12
Amplius Wealth Advisors
Pennsylvania
$85.7M +$2.12M +51,276 +3%
OWA
13
Opal Wealth Advisors
New York
$64.6M +$1.29M +31,080 +2%
AFG
14
Allegheny Financial Group
Pennsylvania
$60.7M +$17.9M +432,980 +44%
MWM
15
Modern Wealth Management
Kansas
$51.1M +$24M +578,599 +94%
HighTower Advisors
16
HighTower Advisors
Illinois
$50.8M -$1.42M -34,335 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$47.2M +$13.8M +334,258 +43%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$42.5M -$210K -5,071 -0.5%
SA
19
Sanctuary Advisors
Indiana
$39.9M -$768K -18,548 -2%
Wells Fargo
20
Wells Fargo
California
$35.9M +$18M +435,643 +107%
HG
21
Harbor Group
New Hampshire
$35.3M +$1.35M +32,723 +4%
CAL
22
Capital Analysts LLC
Pennsylvania
$35.1M +$11.7M +283,767 +53%
GWM
23
Geneos Wealth Management
Colorado
$31.9M +$1.24M +29,956 +4%
DA
24
Drake & Associates
Wisconsin
$31.3M +$30M +723,972 New
KAS
25
Kestra Advisory Services
Texas
$27M +$6.4M +154,520 +32%