PUTNAM ETF TRUST (PVAL) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling PVAL?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for PUTNAM ETF TRUST, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on PVAL?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for PUTNAM ETF TRUST.

Is institutional money flowing into PVAL?

25 institutional investors hold PUTNAM ETF TRUST (PVAL). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about PVAL?

Track institutional sentiment and conviction scores for PUTNAM ETF TRUST (PVAL) including Smart Money Verdict and position changes on HoldingsIntel.

PUTNAM ETF TRUST

PVAL·746729300·US·etf·Unknown - Unknown

FOCUSED LAR CAP

PVAL (PUTNAM ETF TRUST) is held by 25 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($655.1M), Cetera Investment Advisers ($386.8M), CULLEN/FROST BANKERS, INC. ($358.4M). Net institutional sentiment: Bullish.

Holders

Avg rating(17 Elite)

$1.9B

Total Value

85% (26)

Fund Consensus

22 buying - 4 selling

Smart Money Verdict

View all

71Positive Momentum (Unconfirmed)Single Source

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See how PVAL's score breaks down across 4 SEC sources

Held by 25 funds

17 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	14.1M(+47.6%)	$655.1M	0.0%	—	43
Cetera Investment Advisers	Increased	8.3M(+21.6%)	$386.8M	0.4%	—	45
CBCULLEN/FROST BANKERS, INC.	Increased	7.7M(+12.7%)	$358.4M	4.1%	+9.36%	64
COMMONWEALTH EQUITY SERVICES, LLC	Increased	6.7M(+30.0%)	$309.1M	0.4%	+16.32%	47
UBS Group AG	Increased	5.6M(+11.0%)	$259.4M	0.0%	+20.19%	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	5.5M(+19.3%)	$254.8M	0.2%	+13.73%	43
ENVESTNET ASSET MANAGEMENT INC	Increased	4.6M(+14.3%)	$215.2M	0.1%	+11.10%	35
WELLS FARGO & COMPANY/MN	Increased	2.7M(+75.6%)	$124.7M	0.0%	—	46
STIFEL FINANCIAL CORP	Increased	2.3M(+6.5%)	$106.6M	0.1%	—	32
HighTower Advisors, LLC	Increased	1.3M(+6.8%)	$60.9M	0.1%	+22.38%	32
Kestra Advisory Services, LLC	Increased	1.3M(+37.0%)	$60.7M	0.2%	+14.52%	46
Corient Private Wealth LLC	Increased	1.3M(+13.8%)	$58.1M	0.1%	—	33
LPL Financial LLC	Increased	1.2M(+60.8%)	$57.9M	0.0%	+4.61%	42
Sanctuary Advisors, LLC	Increased	1.2M(+18.9%)	$54.9M	0.3%	+14.88%	41
JONES FINANCIAL COMPANIES LLLP	Increased	1M(+107.2%)	$47.3M	0.0%	—	47
Wealthspire Advisors, LLC	Increased	975,073(+17.4%)	$45.2M	0.4%	+6.99%	41
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	699,896(-31.0%)	$32.6M	0.1%	+34.46%	0
Rockefeller Capital Management L.P.	Increased	642,679(+16.5%)	$29.8M	0.1%	—	33
MML INVESTORS SERVICES, LLC	Decreased	628,489(-0.5%)	$29.2M	0.1%	+11.18%	0
OneDigital Investment Advisors LLC	Increased	572,416(+16.6%)	$26.6M	0.3%	+7.02%	40
TRUIST FINANCIAL CORP	Increased	550,935(+23.0%)	$25.6M	0.0%	+9.67%	35
Steward Partners Investment Advisory, LLC	Increased	518,073(+42.9%)	$24M	0.1%	+11.53%	46
Baird Financial Group, Inc.	Increased	492,201(+12.6%)	$22.8M	0.0%	—	32
M&T BANK CORP	Increased	418,153(+174x)	$19.4M	0.1%	—	46
OSAIC HOLDINGS, INC.	Increased	405,747(+316.3%)	$18.8M	0.0%	—	46
MAI Capital Management	Increased	375,022(+61.5%)	$17.4M	0.1%	—	41
Haverford Trust Co	Increased	336,129(+8.4%)	$15.6M	0.1%	—	37
Qube Research & Technologies Ltd	Increased	257,572(+284.1%)	$12M	0.0%	—	45
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	New	238,567	$11.1M	0.1%	-2.55%	38
PNC FINANCIAL SERVICES GROUP, INC.	Increased	230,997(+13.4%)	$10.7M	0.0%	+16.38%	31
JPMORGAN CHASE & CO	Increased	228,189(+42.4%)	$10.4M	0.0%	—	37
MFMerit Financial Group, LLC	Increased	215,034(+86.9%)	$10M	0.1%	+4.41%	43
Bank of New York Mellon Corp	Increased	154,299(+40.0%)	$7.2M	0.0%	—	36
ROYAL BANK OF CANADA	Decreased	153,190(-2.6%)	$7.1M	0.0%	—	0
RAYMOND JAMES FINANCIAL INC	Increased	101,853(+27.0%)	$4.7M	0.0%	—	33
&PARTNERS	Decreased	82,153(-11.4%)	$3.8M	0.0%	—	0
D.A. DAVIDSON & CO.	Increased	70,855(+3.7%)	$3.3M	0.0%	+15.61%	27
SILVERCREST ASSET MANAGEMENT GROUP LLC	Increased	53,071(+3.6%)	$2.5M	0.0%	—	27
WAWaverly Advisors, LLC	Increased	50,944(+28.4%)	$2.4M	0.0%	—	33
BENJAMIN EDWARDS INC	Increased	46,198(+10.2%)	$2.1M	0.0%	—	29
Chevy Chase Trust Holdings, LLC	New	45,479	$2.1M	0.0%	—	36
Private Advisor Group, LLC	Increased	39,644(+265.1%)	$1.8M	0.0%	-1.44%	42
RENAISSANCE TECHNOLOGIES LLC	New	29,100	$1.4M	0.0%	—	35
FIFTH THIRD BANCORP	Increased	26,064(+4070.2%)	$1.2M	0.0%	-2.28%	41
Quantinno Capital Management LP	Increased	22,777(+70.8%)	$1.1M	0.0%	—	37
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	22,601(-2.0%)	$1M	0.0%	—	0
AQR CAPITAL MANAGEMENT LLC	Decreased	19,459(-4.8%)	$902,898	0.0%	—	0
Equitable Holdings, Inc.	New	19,007	$881,930	0.0%	—	34
BROWN ADVISORY INC	Unchanged	12,102	$561,533	0.0%	—	0
Farther Finance Advisors, LLC	Increased	12,008(+40.7%)	$559,218	0.0%	+10.96%	32
FRANKLIN RESOURCES INC	Increased	9,066(+259.9%)	$420,662	0.0%	—	39
Creative Planning	New	8,687	$403,072	0.0%	—	33
CIBC WORLD MARKET INC.	Unchanged	7,720	$358,208	0.0%	—	0
CITADEL ADVISORS LLC	New	7,456	$345,958	0.0%	—	33
Envestnet Portfolio Solutions, Inc.	Increased	6,617(+20.7%)	$307,029	0.0%	+7.38%	28
FMR LLC	Increased	6,204(+1163.5%)	$287,851	0.0%	—	26
AE Wealth Management LLC	Increased	6,023(+20.8%)	$279,450	0.0%	—	28
BANK OF MONTREAL /CAN/	Unchanged	5,855	$271,672	0.0%	—	0
XTX Topco Ltd	New	5,286	$245,270	0.0%	—	32
GOLDMAN SACHS GROUP INC	New	5,004	$232,186	0.0%	—	35
CAPTRUST FINANCIAL ADVISORS	New	4,418	$204,978	0.0%	—	32
Federation des caisses Desjardins du Quebec	Increased	3,910(+9.9%)	$181,424	0.0%	—	25
Allworth Financial LP	Increased	3,836(+19.9%)	$177,969	0.0%	—	27
Russell Investments Group, Ltd.	Decreased	2,036(-1.6%)	$94,470	0.0%	+2.21%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	1,295	$60,088	0.0%	—	32
BROWN BROTHERS HARRIMAN & CO	New	770	$35,728	0.0%	—	28
CITIGROUP INC	Increased	382(+381x)	$17,725	0.0%	—	20
ASSETMARK, INC	Increased	288(+227.3%)	$13,363	0.0%	+0.72%	20
Aptus Capital Advisors, LLC	New	97	$4,501	0.0%	—	22
$US BANCORP \DE\$ US BANCORP \DE\	New	36	$1,670	0.0%	—	17
HRT FINANCIAL LP	New	7,931	$367	0.0%	—	15
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$1.4M	0.0%	—	0
AXXCESS WEALTH MANAGEMENT, LLC	Exited	0(-100.0%)	$1.4M	0.0%	+8.84%	0
PRUDENTIAL PLC	Exited	0(-100.0%)	$8.9M	0.0%	—	0

PUTNAM ETF TRUST

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