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
31 Dec ‘23
501
13 29 16 58.5%
502
13 26 13 44.1%
503
13 24 11 42.5%
SUSL icon
504
iShares ESG MSCI USA Leaders ETF
SUSL
$1.07B
13 17 4 48.7%
505
13 23 10 40.2%
506
13 33 20 50.2%
507
13 26 13 43.6%
508
13 29 16 5.76%
509
13 34 21 9.49%
510
13 25 12 3.26%
FFC
511
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$777M
13 19 6 15.5%
512
13 18 5 31.9%
513
13 25 12 45.6%
514
13 21 8 23.9%
515
13 28 15 0.86%
516
13 20 7 68%
517
13 18 5 33.7%
518
13 19 6 0.94%
519
13 24 11 16.4%
520
13 19 6 1.66%
521
13 19 6 74.1%
522
13 30 17 17.9%
523
13 25 12 91.5%
524
13 25 12 77.7%
525
13 17 4 20.6%
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