Putnam ESG Ultra Short ETF (PULT)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 19 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders19of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.2x

48th percentile

12 buying10 selling

+7

New

-4

Closed

-3,023,355

Net shares

Ownership Concentration

Top 5: 82.1%Top 10: 95.1%

IronBridge Private Wealth,47.7%

ROYAL BANK OF CANADA12.8%

NATIONAL BANK OF CANADA11.5%

CITADEL ADVISORS5.9%

GOLDMAN SACHS GROUP4.2%

Others (14)17.9%

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Institutional Trends (8 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.54%Max: 4.87%High conviction (>1%): 1

IronBridge Private Wealth,

ROYAL BANK OF CANADA

NATIONAL BANK OF CANADA

Thayer Partners, LLC / MA

Jefferies Financial Group

LexAurum Advisors,

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 19 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 19 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Crowding AnalysisModerate

Holders19of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.2x

48th percentile

12 buying10 selling

+7

New

-4

Closed

-3,023,355

Net shares

Ownership Concentration

Top 5: 82.1%Top 10: 95.1%

IronBridge Private Wealth,47.7%

ROYAL BANK OF CANADA12.8%

NATIONAL BANK OF CANADA11.5%

CITADEL ADVISORS5.9%

GOLDMAN SACHS GROUP4.2%

Others (14)17.9%

Crowding AnalysisModerate

Holders19of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.2x

48th percentile

12 buying10 selling

+7

New

-4

Closed

-3,023,355

Net shares

Ownership Concentration

Top 5: 82.1%Top 10: 95.1%

IronBridge Private Wealth,47.7%

ROYAL BANK OF CANADA12.8%

NATIONAL BANK OF CANADA11.5%

CITADEL ADVISORS5.9%

GOLDMAN SACHS GROUP4.2%

Others (14)17.9%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2023-03

$11,743

PULT · +17%

$16,508

S&P 500 · +65%

−$4,765

behind the index

Total return (5Y)

+17%

S&P 500

+65%

vs. market

-48%

underperformed

Annualized

5.5%

mkt 18.2%

Volatility

1%

annualized

Beta

0.03

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

PULTS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

PULT (solid)S&P 500 (outline)Green = positive year, red = negative. Number = PULT's return.

Beat the market

1 / 4 yrs

25% win rate

Best year

+6%

2024

Worst year

+1%

2026

Worst drawdown

0%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max 0%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.