FTMA Institutional Ownership
Putnam ETF Trust - Franklin Massachusetts Municipal Income ETF
1W: -0.2%
1M: -3.3%
YTD: -4.1%
$8.51
-0.01 (-0.06%)
Weekly Expected Move ±1.1%
$8
$8
$9
$9
$9
Overview
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Holdings
Changes
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Institutional Ownership — FTMA
67
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
148M
Total Invested
12
New Positions
22
Increased
19
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (68 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 4,125,919 | $35M | +902,884 | +28.0% | 3Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 2,953,779 | $25M | -56,622 | -1.9% | 3Q | SEC ↗ |
| 3 | MORGAN STANLEY | 2,765,078 | $24M | +95,992 | +3.6% | 3Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,168,509 | $10M | +483,126 | +70.5% | 3Q | SEC ↗ |
| 5 | LPL Financial LLC | 501,003 | $4M | +187,996 | +60.1% | 3Q | SEC ↗ |
| 6 | MCCARTER PRIVATE WEALTH SERVICES LLC NEW | 481,186 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 7 | NewEdge Advisors, LLC | 346,083 | $3M | -31,251 | -8.3% | 3Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 330,944 | $3M | +43,222 | +15.0% | 3Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 299,234 | $3M | +44,114 | +17.3% | 3Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 296,049 | $3M | +25,629 | +9.5% | 3Q | SEC ↗ |
| 11 | Integrated Wealth Concepts LLC NEW | 294,438 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 239,847 | $2M | +15,847 | +7.1% | 3Q | SEC ↗ |
| 13 | Root Financial Partners, LLC NEW | 223,241 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Vise Technologies, Inc. NEW | 223,241 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | O'ROURKE & COMPANY, Inc | 199,512 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 172,192 | $1M | +185 | +0.1% | 3Q | SEC ↗ |
| 17 | Alta Wealth Advisors LLC | 149,607 | $1M | -5,821 | -3.7% | 3Q | SEC ↗ |
| 18 | Elequin Capital, LP NEW | 132,778 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 129,192 | $1M | -2,015 | -1.5% | 3Q | SEC ↗ |
| 20 | Perigon Wealth Management, LLC NEW | 119,490 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Private Advisor Group, LLC | 111,908 | $952K | -543 | -0.5% | 3Q | SEC ↗ |
| 22 | Abbot Financial Management, Inc. | 99,828 | $850K | -2,614 | -2.6% | 3Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC | 87,800 | $747K | -175,924 | -66.7% | 3Q | SEC ↗ |
| 24 | Janney Montgomery Scott LLC | 71,429 | $608K | +31,950 | +80.9% | 2Q | SEC ↗ |
| 25 | CreativeOne Wealth, LLC NEW | 71,202 | $606K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Steward Partners Investment Advisory, | 69,539 | $592K | -56,531 | -44.8% | 3Q | SEC ↗ |
| 27 | OLD MISSION CAPITAL LLC | 54,597 | $465K | +20,527 | +60.2% | 3Q | SEC ↗ |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 50,039 | $426K | +559 | +1.1% | 3Q | SEC ↗ |
| 29 | PARSONS CAPITAL MANAGEMENT INC/RI | 46,370 | $395K | +411 | +0.9% | 2Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 44,659 | $380K | +26,311 | +143.4% | 3Q | SEC ↗ |
| 31 | WEALTH EFFECTS LLC | 36,800 | $313K | +308 | +0.8% | 3Q | SEC ↗ |
| 32 | JONES FINANCIAL COMPANIES LLLP | 28,486 | $242K | +14,284 | +100.6% | 3Q | SEC ↗ |
| 33 | Fiduciary Trust Co | 26,163 | $223K | — | +0.0% | 3Q | SEC ↗ |
| 34 | Claro Advisors Inc. | 25,079 | $213K | +2,746 | +12.3% | 2Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 23,742 | $202K | -1,133 | -4.6% | 3Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 20,869 | $178K | +15 | +0.1% | 3Q | SEC ↗ |
| 37 | MML INVESTORS SERVICES, LLC NEW | 20,045 | $171K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Mariner, LLC | 19,419 | $165K | +172 | +0.9% | 3Q | SEC ↗ |
| 39 | Stablepoint Partners, LLC | 19,229 | $164K | — | +0.0% | 2Q | SEC ↗ |
| 40 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 18,355 | $156K | +4,278 | +30.4% | 3Q | SEC ↗ |
| 41 | SHP Wealth Management | 18,054 | $154K | -1,909 | -9.6% | 3Q | SEC ↗ |
| 42 | James J. Burns & Company, LLC | 17,389 | $148K | +105 | +0.6% | 3Q | SEC ↗ |
| 43 | Modera Wealth Management, LLC | 17,111 | $146K | — | +0.0% | 3Q | SEC ↗ |
| 44 | KRAEMATON INVESTMENT ADVISORS, INC NEW | 17,000 | $145K | — | +0.0% | 1Q | SEC ↗ |
| 45 | CAPE ANN SAVINGS BANK | 16,548 | $141K | — | +0.0% | 2Q | SEC ↗ |
| 46 | One Charles Private Wealth Services, L | 15,873 | $135K | — | +0.0% | 3Q | SEC ↗ |
| 47 | Mechanics Bank Trust Department | 14,830 | $126K | — | +0.0% | 3Q | SEC ↗ |
| 48 | EASTERN BANK | 13,346 | $114K | — | +0.0% | 2Q | SEC ↗ |
| 49 | Bright Futures Wealth Management, LLC. | 12,860 | $109K | — | +0.0% | 3Q | SEC ↗ |
| 50 | FLAGSHIP HARBOR ADVISORS, LLC | 12,833 | $109K | -4,226 | -24.8% | 3Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| MCCARTER PRIVATE WEALTH SERVICES LL | 481,186 | $4M |
| Integrated Wealth Concepts LLC | 294,438 | $3M |
| Vise Technologies, Inc. | 223,241 | $2M |
| Root Financial Partners, LLC | 223,241 | $2M |
| Elequin Capital, LP | 132,778 | $1M |
| Perigon Wealth Management, LLC | 119,490 | $1M |
| CreativeOne Wealth, LLC | 71,202 | $606K |
| MML INVESTORS SERVICES, LLC | 20,045 | $171K |
| KRAEMATON INVESTMENT ADVISORS, INC | 17,000 | $145K |
| J.W. COLE ADVISORS, INC. | 11,381 | $97K |
| StoneX Group Inc. | 11,272 | $96K |
| Concord Wealth Partners | 5,681 | $48K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| McAdam, LLC | 225,465 | $2M |
| GOLDMAN SACHS GROUP INC | 24,097 | $205K |
| Russell Investments Group, Ltd. | 21,977 | $187K |
| FOUNDERS FINANCIAL SECURITIES LLC | 19,346 | $165K |
| Cambridge Investment Research Advis | 17,349 | $148K |
| Waverly Advisors, LLC | 10,494 | $89K |
| ASSETMARK, INC | 417 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +902,884 | +28.0% | 4,125,919 |
| BANK OF AMERICA CORP /DE | +483,126 | +70.5% | 1,168,509 |
| LPL Financial LLC | +187,996 | +60.1% | 501,003 |
| MORGAN STANLEY | +95,992 | +3.6% | 2,765,078 |
| WELLS FARGO & COMPANY/MN | +44,114 | +17.3% | 299,234 |
| Kestra Advisory Services, LLC | +43,222 | +15.0% | 330,944 |
| Janney Montgomery Scott LLC | +31,950 | +80.9% | 71,429 |
| ROYAL BANK OF CANADA | +26,311 | +143.4% | 44,659 |
| ENVESTNET ASSET MANAGEMENT INC | +25,629 | +9.5% | 296,049 |
| OLD MISSION CAPITAL LLC | +20,527 | +60.2% | 54,597 |
| RAYMOND JAMES FINANCIAL INC | +15,847 | +7.1% | 239,847 |
| JONES FINANCIAL COMPANIES LLLP | +14,284 | +100.6% | 28,486 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | +4,278 | +30.4% | 18,355 |
| Claro Advisors Inc. | +2,746 | +12.3% | 25,079 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +559 | +1.1% | 50,039 |
| PARSONS CAPITAL MANAGEMENT INC/RI | +411 | +0.9% | 46,370 |
| WEALTH EFFECTS LLC | +308 | +0.8% | 36,800 |
| Cetera Investment Advisers | +185 | +0.1% | 172,192 |
| Mariner, LLC | +172 | +0.9% | 19,419 |
| James J. Burns & Company, LLC | +105 | +0.6% | 17,389 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -175,924 | -66.7% | 87,800 |
| AMERIPRISE FINANCIAL INC | -56,622 | -1.9% | 2,953,779 |
| Steward Partners Investment Advisor | -56,531 | -44.8% | 69,539 |
| NewEdge Advisors, LLC | -31,251 | -8.3% | 346,083 |
| Alta Wealth Advisors LLC | -5,821 | -3.7% | 149,607 |
| FLAGSHIP HARBOR ADVISORS, LLC | -4,226 | -24.8% | 12,833 |
| Abbot Financial Management, Inc. | -2,614 | -2.6% | 99,828 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -2,015 | -1.5% | 129,192 |
| SHP Wealth Management | -1,909 | -9.6% | 18,054 |
| MassMutual Private Wealth & Trust, | -1,618 | -15.1% | 9,088 |
| OSAIC HOLDINGS, INC. | -1,133 | -4.6% | 23,742 |
| UBS Group AG | -1,111 | -20.7% | 4,269 |
| Private Advisor Group, LLC | -543 | -0.5% | 111,908 |