Who Owns PVAL?
Putnam Focused Large Cap Value ETF — Institutional Ownership & 13F Holdings
$48.47
-0.10 (-0.21%)
Market Cap
$5.0B
Shares Outstanding
107,259,084
Institutional Holders
145
Total Inst. Value
$1.7B
% of Float Held
—
QoQ Holder Change
+113
Institutional data as of Q1 2025
New Positions
49
Closed Positions
6
Increased
77
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $324.2M | 8,512,992 |
| 2 | MORGAN STANLEY | $191.6M | 5,031,882 |
| 3 | GLENMEDE TRUST CO NA | $170.0M | 4,465,415 |
| 4 | UBS Group AG | $145.6M | 3,822,280 |
| 5 | Cetera Investment Advisers | $106.4M | 2,794,248 |
| 6 | STIFEL FINANCIAL CORP | $77.7M | 2,041,657 |
| 7 | Amplius Wealth Advisors, LLC | $71.7M | 1,883,958 |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $65.7M | 1,724,187 |
| 9 | Opal Wealth Advisors, LLCNew | $54.4M | 1,429,509 |
| 10 | HighTower Advisors, LLC | $50.7M | 1,332,525 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +2.8M | $324.2M |
| MORGAN STANLEY | +2.6M | $191.6M |
| GLENMEDE TRUST CO NA | +708K | $170.0M |
| UBS Group AG | +920K | $145.6M |
| Cetera Investment Advisers | +484K | $106.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | -69K | $739K |
| Patriot Financial Group Insurance Agency, LLC | -57K | $2K |
| Provident Wealth Management, LLC | -21K | $2.5M |
| Atria Investments, Inc | -20K | $5K |
| SteelPeak Wealth, LLC | -18K | $881K |
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Frequently Asked Questions
How many institutional investors hold PVAL?
As of Q1 2025, 145 institutional investors report holding PVAL (Putnam Focused Large Cap Value ETF) in their 13F filings.
Which hedge fund owns the most PVAL?
The largest institutional holder of PVAL is BANK OF AMERICA CORP /DE/ with $324.2M in shares.
Are institutions buying or selling PVAL?
This quarter, 49 institutions opened new positions in PVAL and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.