Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Putnam ETF Trust (PVAL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +60
Streak
11Q ▲
Buyers last Q
82%

Smart Money Signals — PVAL

Based on 313 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added PVAL 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
313 hedge funds hold PVAL right now — the highest count in 3.0 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.
🚀

Fast accumulation — +117% more funds vs a year ago

fund count last 6Q
+169 new funds entered over the past year (+117% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 82% buying

261 buying58 selling
Last quarter: 261 funds were net buyers (84 opened a brand new position + 177 added to an existing one). Only 58 were sellers (34 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new PVAL position: 36 → 43 → 66 → 84. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 51% entered in last year

■ 11% conviction (2yr+) ■ 38% medium ■ 51% new
Only 33 funds (11%) 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.
🚀

Acceleration phase — new buyers rushing in

34 → 36 → 43 → 66 → 84 new funds/Q
New funds entering each quarter: 36 → 43 → 66 → 84. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 64% of holders entered in last year

■ 11% veterans ■ 26% 1-2yr ■ 64% new
Of 313 current holders: 200 (64%) entered in the past year, only 33 (11%) 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.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
20 of 313 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PVAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — 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.

Institutional Sentiment Summary — PVAL

In 2026 Q1, 261 hedge funds were net buyers of PVAL (84 opened a new position, 177 added to an existing one), while 58 reduced or exited (34 trimmed, 24 sold completely) — a 82% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in PVAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +60 funds (more new holders than closures). Total institutional holders: 313.

Hedge Fund Ownership: PVAL

How many hedge funds hold PVAL — quarterly history vs. share price
Quarterly hedge fund ownership of PVAL vs. share price

Market Analysis: PVAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PVAL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Putnam ETF Trust (PVAL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PVAL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
PVAL
+12.0%
SPY
+15.9%

PVAL outperformed SPY by -3.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PVAL
+4.2%
SPY
+2.0%

Since the filing became public, PVAL outperformed SPY by +2.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 27 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: PVAL
310 + Investors

Track Smart Money conviction in PVAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 310 253 22.53%
13F Shares 154M 121M 27.77%
Total Value $7.00B $5.50B 27.12%
New Positions 84 66 +18
Increased Positions 175 149 +26
Closed Positions 27 8 +19
Reduced Positions 33 28 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PVAL

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Financial Highlights

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Institutional Holders (2026 Q1)

310 + investors

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

QUARTER:
Top 25 PVAL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Auctus Advisors LLC 41.80% 949,617 $44.1M
2 Oak Barrel Wealth Advisory LLC 32.44% 1,190,955 $54.3M
3 Opal Wealth Advisors, LLC 16.45% 1,568,637 $72.8M
4 Allegheny Financial Group 14.27% 2,281,875 $105.9M
5 Sowa Financial Group, Inc. 12.92% 561,792 $26.1M
6 Piedmont Capital Management, LLC 11.59% 486,775 $22.8M
7 Keystone Financial Services, LLC 11.59% 371,324 $17.2M
8 Dogwood Wealth Management LLC 7.94% 394,076 $18.3M
9 Drake & Associates, LLC 7.91% 894,065 $41.5M
10 Amplius Wealth Advisors, LLC 7.65% 1,978,456 $91.8M
11 Coign Capital Advisors LLC 7.03% 288,490 $13.4M
12 IVC Wealth Advisors LLC 6.47% 321,032 $14.9M
13 Aurdan Capital Management, LLC 6.01% 431,563 $20.0M
14 Robinson Smith Wealth Advisors LLC 5.93% 188,877 $8.8M
15 Baker Tilly Wealth Management, LLC 5.82% 515,765 $23.9M
16 Harbor Group, Inc. 5.77% 860,780 $39.9M
17 Trademark Financial Management, LLC 5.55% 244,265 $11.3M
18 Colonial River Investments, LLC 4.98% 299,500 $13.9M
19 BridgePort Financial Solutions, LLC 4.97% 378,033 $17.5M
20 Retirement Management Systems Inc. 4.60% 411,588 $19.1M
21 Horizon Family Wealth, Inc. 4.53% 184,663 $8.6M
22 Tower Wealth Partners, Inc. 4.51% 175,757 $8.2M
23 Able Wealth Management LLC 4.37% 352,075 $16.3M
24 Green Ridge Wealth Planning LLC 4.33% 177,483 $8.2M
25 Towneley Capital Management, Inc / DE 4.20% 432,937 $20.1M
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 (PVAL)

What does the Smart Money Trend signal show for PVAL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added PVAL 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 PVAL?

More buyers than sellers — 82% buying: Last quarter: 261 funds were net buyers (84 opened a brand new position + 177 added to an existing one). Only 58 were sellers (34 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PVAL holders?

Elite ownership — 45% AUM from top-100 funds: 20 of 313 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PVAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PVAL?

Mostly new holders — 51% entered in last year: Only 33 funds (11%) 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.

Is it too late to buy Putnam ETF Trust (PVAL) following the 2026 Q1 hedge fund 13F filings?

As of today, PVAL has moved +4.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), PVAL has gained +12.0% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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