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 Dec ‘23
901
9 19 10 11.1%
902
9 21 12 61.6%
903
9 14 5 3.57%
JPME icon
904
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$391M
9 17 8 17.4%
905
9 14 5 19.1%
906
9 16 7 34.1%
907
9 11 2 32.5%
908
9 13 4 39.5%
909
9 12 3 5.52%
910
9 17 8 21.4%
NCA icon
911
Nuveen California Municipal Value Fund
NCA
$296M
9 13 4 0.11%
912
9 13 4 154%
913
9 17 8 2.22%
914
9 15 6 2.75%
915
9 18 9 31.1%
916
9 11 2 19.2%
917
9 13 4 22.3%
918
9 14 5 16.6%
919
9 10 1 221%
920
9 14 5 65.2%
921
9 15 6 0.81%
922
9 13 4 22.9%
923
9 14 5 32.7%
924
9 12 3 120%
925
9 12 3 115%
35 36
37
38 39