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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net new
positions 		New positions Closed positions Return since
31 Mar ‘25
EQX icon
501
Equinox Gold
EQX
$13.1B
20 50 30 63.2%
XLU icon
502
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
19 147 128 11.5%
HSY icon
503
Hershey
HSY
$37.4B
19 160 141 8.86%
DFAC icon
504
Dimensional US Core Equity 2 ETF
DFAC
$49.9B
19 62 43 40.3%
ARES icon
505
Ares Management
ARES
$32.8B
19 111 92 0.8%
PNR icon
506
Pentair
PNR
$10.5B
19 95 76 24.8%
CHRW icon
507
C.H. Robinson
CHRW
$17.4B
19 96 77 45.2%
MINT icon
508
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
19 74 55 0.01%
USHY icon
509
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
19 89 70 0.3%
SCI icon
510
Service Corp International
SCI
$11.5B
19 79 60 5.4%
MLI icon
511
Mueller Industries
MLI
$14.8B
19 79 60 76.3%
DFAU icon
512
Dimensional US Core Equity Market ETF
DFAU
$12.9B
19 39 20 40.2%
PAG icon
513
Penske Automotive Group
PAG
$14.4B
19 55 36 52%
ONB icon
514
Old National Bancorp
ONB
$10.4B
19 48 29 28.3%
PSLV icon
515
Sprott Physical Silver Trust
PSLV
$13.4B
19 42 23 82.2%
AVLV icon
516
Avantis US Large Cap Value ETF
AVLV
$18.4B
19 45 26 45.4%
PULS icon
517
PGIM Ultra Short Bond ETF
PULS
$18.4B
19 50 31 0.24%
VIG icon
518
Vanguard Dividend Appreciation ETF
VIG
$115B
18 119 101 27.3%
OKE icon
519
Oneok
OKE
$58.2B
18 142 124 7.02%
SCHG icon
520
Schwab US Large-Cap Growth ETF
SCHG
$63.2B
18 110 92 43.6%
SCHX icon
521
Schwab US Large- Cap ETF
SCHX
$75.1B
18 101 83 39.2%
BIIB icon
522
Biogen
BIIB
$31B
18 124 106 53.4%
IXUS icon
523
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
18 69 51 40.5%
SCHP icon
524
Schwab US TIPS ETF
SCHP
$16.3B
18 82 64 3.27%
IEX icon
525
IDEX
IEX
$17.7B
18 84 66 32.9%
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