Putnam ETF Trust (FTMS) Hedge Fund Ownership (Q2 2026)

Putnam ETF Trust (FTMS)

41 + Investors. Track Smart Money conviction in FTMS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — FTMS

Based on 41 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q

For 2 consecutive quarters, more hedge funds added FTMS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

41 hedge funds hold FTMS right now — the highest count in 0.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟡

Slight buying edge — 51% buying

20 buying19 selling

Last quarter: 20 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 41 current holders: 41 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds

8 of 41 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	41	37	10.81%
13F Shares	13M	11M	22.31%
Total Value	$131M	$107M	22.7%
New Positions	10	9	+1
Increased Positions	10	8	+2
Closed Positions	6	6	-
Reduced Positions	13	9	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

10.81%

13F Shares

13M

11M

22.31%

Total Value

$131M

$107M

22.7%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

41 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTMS. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FTMS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	IRON Financial LLC	1.83%	444,917	$4.4M
2	Investmark Advisory Group LLC	0.72%	190,626	$1.9M
3	Stonebridge Financial Group, LLC / MO	0.59%	89,854	$894K
4	Wealth Enhancement Advisory Services, LLC	0.11%	6,712,644	$66.6M
5	Vise Technologies, Inc.	0.09%	817,591	$8.1M
6	GGM Financial LLC	0.09%	24,042	$239K
7	Beam Wealth Advisors, INC.	0.08%	31,592	$313K
8	Formidable Asset Management, LLC	0.06%	36,690	$363K
9	Elequin Capital, LP	0.05%	183,254	$1.8M
10	Balboa Wealth Partners	0.05%	35,885	$357K
11	NewEdge Advisors, LLC	0.02%	587,973	$5.8M
12	Occidental Asset Management, LLC	0.01%	15,000	$149K
13	Clear Creek Financial Management, LLC	0.01%	20,000	$199K
14	Creative Financial Designs Inc /Adv	0.01%	23,450	$233K
15	Mutual Advisors, LLC	0.01%	56,638	$563K
16	Concurrent Investment Advisors, LLC	0.01%	101,341	$1.0M
17	Regal Investment Advisors LLC	0.01%	15,000	$149K
18	Cetera Investment Advisers	0.01%	686,419	$6.8M
19	Commonwealth Equity Services, LLC	0.01%	485,382	$4.8M
20	Private Advisor Group, LLC	0.01%	118,829	$1.2M
21	Old Mission Capital LLC	0.00%	20,770	$207K
22	Merit Financial Group, LLC	0.00%	46,642	$464K
23	Fiduciary Trust Co	0.00%	15,751	$157K
24	Raymond James Financial Inc	0.00%	597,222	$5.9M
25	Mml Investors Services, LLC	0.00%	74,551	$741K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Putnam ETF Trust (FTMS)

What does the Smart Money Trend signal show for FTMS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FTMS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FTMS?

Slight buying edge — 51% buying: Last quarter: 20 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FTMS holders?

Smaller funds dominant — 12% AUM from top-100: 8 of 41 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FTMS?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Putnam ETF Trust (FTMS)

Smart Money Signals — FTMS

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Slight buying edge — 51% buying

Steady new buyers — ~10 new funds per quarter

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 12% AUM from top-100

Institutional Sentiment Summary — FTMS

Hedge Fund Ownership: FTMS

Market Analysis: FTMS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FTMS

Hedge Fund Positioning: FTMS

Statistics: FTMS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Putnam ETF Trust (FTMS)

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