Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PUTNAM ETF TRUST (PVAL)

240 + 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
↑ +54
Streak
10Q ▲
Buyers last Q
87%

Smart Money Signals — PVAL

Based on 240 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
240 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 — +118% more funds vs a year ago

fund count last 6Q
+130 new funds entered over the past year (+118% 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 — 87% buying

206 buying32 selling
Last quarter: 206 funds were net buyers (62 opened a brand new position + 144 added to an existing one). Only 32 were sellers (24 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new PVAL position: 32 → 34 → 42 → 62. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 47% entered in last year

■ 11% conviction (2yr+) ■ 42% medium ■ 47% new
Only 27 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

28 → 32 → 34 → 42 → 62 new funds/Q
New funds entering each quarter: 32 → 34 → 42 → 62. 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 — 65% of holders entered in last year

■ 11% veterans ■ 24% 1-2yr ■ 65% new
Of 240 current holders: 156 (65%) entered in the past year, only 26 (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.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
16 of 240 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 16 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: PVAL
2026 Q1 Stats Unlock in 19 days 240 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 240 186 29.03%
13F Shares 118M 85M 38.61%
Total Value $5.39B $3.62B 48.68%
New Positions 62 42 +20
Increased Positions 144 105 +39
Closed Positions 8 14 -6
Reduced Positions 24 28 -4
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PVAL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

240 + investors

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

Top 25 institutional holders of PVAL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AUCTUS ADVISORS LLC 41.80% 949,617 $44.1M
2 Opal Wealth Advisors, LLC 16.45% 1,568,637 $72.8M
3 Allegheny Financial Group 14.27% 2,281,875 $105.9M
4 Sowa Financial Group, Inc. 12.92% 561,792 $26.1M
5 Keystone Financial Services, LLC 11.59% 371,324 $17.2M
6 Amplius Wealth Advisors, LLC 7.65% 1,978,456 $91.8M
7 IVC Wealth Advisors LLC 6.47% 321,032 $14.9M
8 Aurdan Capital Management, LLC 6.01% 431,563 $20.0M
9 ROBINSON SMITH WEALTH ADVISORS LLC 5.93% 188,877 $8.8M
10 BAKER TILLY WEALTH MANAGEMENT, LLC 5.82% 515,765 $23.9M
11 Harbor Group, Inc. 5.77% 860,780 $39.9M
12 Trademark Financial Management, LLC 5.55% 244,265 $11.3M
13 Colonial River Investments, LLC 4.98% 299,500 $13.9M
14 BridgePort Financial Solutions, LLC 4.97% 378,033 $17.5M
15 Retirement Management Systems Inc. 4.60% 411,588 $19.1M
16 Able Wealth Management LLC 4.37% 352,075 $16.3M
17 Green Ridge Wealth Planning LLC 4.33% 177,483 $8.2M
18 Towneley Capital Management, Inc / DE 4.20% 432,937 $20.1M
19 Embree Financial Group 4.18% 764,982 $35.5M
20 Weil Company, Inc. 4.10% 393,850 $18.3M
21 StoneCrest Wealth Management, Inc. 4.02% 204,914 $9.5M
22 Foundry Financial Group, Inc. 3.84% 166,953 $7.7M
23 Midwest Capital Advisors, LLC 3.57% 164,664 $7.6M
24 Athena Wealth Management, LLC 3.39% 76,507 $3.5M
25 Key Client Fiduciary Advisors, LLC 3.27% 207,134 $9.6M
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 — 10 quarters in a row: For 10 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 — 87% buying: Last quarter: 206 funds were net buyers (62 opened a brand new position + 144 added to an existing one). Only 32 were sellers (24 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PVAL holders?

Strong quality — 39% AUM from major funds: 16 of 240 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PVAL?

Mostly new holders — 47% entered in last year: Only 27 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.

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.