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
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Name Net new
positions 		New positions Closed positions Return since
30 Jun ‘25
301
16 46 30 80.3%
302
16 28 12 6.67%
303
16 22 6 1.34%
NAGE
304
Niagen Bioscience
NAGE
$410M
16 37 21 64.3%
305
16 39 23 90.1%
306
16 23 7 14.6%
307
16 27 11 15.3%
308
16 23 7 0.16%
309
16 25 9 9.35%
310
16 25 9 51.1%
CGSM icon
311
Capital Group Short Duration Municipal Income ETF
CGSM
$1.04B
16 21 5 2.07%
312
16 23 7 63%
313
16 23 7 35.8%
314
16 23 7 4.8%
315
16 25 9 11.7%
316
16 20 4 0.88%
317
16 21 5 30%
318
15 49 34 5.95%
319
15 35 20 34.9%
320
15 29 14 21.7%
321
15 42 27 42.9%
322
15 33 18 20.4%
323
15 28 13 12.4%
324
15 33 18 69.7%
325
15 37 22 41.2%
11 12
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