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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
30 Jun ‘25
UBS icon
576
UBS Group
UBS
$145B
21 74 53 39.8%
PR
577
Permian Resources
PR
$18.1B
21 83 62 58.7%
CM icon
578
Canadian Imperial Bank of Commerce
CM
$99.2B
21 61 40 54.2%
BNS icon
579
Scotiabank
BNS
$110B
21 53 32 63.1%
AGI icon
580
Alamos Gold
AGI
$13.4B
21 72 51 20.8%
PSLV icon
581
Sprott Physical Silver Trust
PSLV
$12.4B
21 48 27 59.9%
AEIS icon
582
Advanced Energy
AEIS
$11.8B
21 59 38 123%
SMFG icon
583
Sumitomo Mitsui Financial
SMFG
$158B
21 55 34 65.7%
VFLO icon
584
VictoryShares Free Cash Flow ETF
VFLO
$11.1B
21 36 15 47.2%
SCHD icon
585
Schwab US Dividend Equity ETF
SCHD
$108B
20 134 114 23.4%
ALL icon
586
Allstate
ALL
$56.5B
20 134 114 10.9%
IVE icon
587
iShares S&P 500 Value ETF
IVE
$48.4B
20 104 84 16.9%
ALGN icon
588
Align Technology
ALGN
$10.3B
20 110 90 23.3%
TXT icon
589
Textron
TXT
$13.2B
20 99 79 4.22%
SCHO icon
590
Schwab Short-Term US Treasury ETF
SCHO
$15.3B
20 71 51 2.21%
EGP icon
591
EastGroup Properties
EGP
$10.5B
20 60 40 17.2%
BBVA icon
592
Banco Bilbao Vizcaya Argentaria
BBVA
$147B
20 61 41 73.9%
HL icon
593
Hecla Mining
HL
$11.5B
20 62 42 185%
BE icon
594
Bloom Energy
BE
$81.5B
20 83 63 1,056%
AVLV icon
595
Avantis US Large Cap Value ETF
AVLV
$21.3B
20 44 24 33.3%
CGGO icon
596
Capital Group Global Growth Equity ETF
CGGO
$11.9B
20 36 16 24.2%
GRID
597
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.9B
20 48 28 28.5%
XP icon
598
XP
XP
$10.7B
20 62 42 4.65%
BOXX icon
599
Alpha Architect 1-3 Month Box ETF
BOXX
$14.6B
20 33 13 5.07%
ED icon
600
Consolidated Edison
ED
$38.2B
19 132 113 3.04%
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