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
1451
3 7 4 7.66%
1452
3 11 8 19.7%
1453
3 10 7 0.29%
AIO
1454
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$831M
3 12 9 2.78%
1455
3 7 4 9.83%
1456
3 13 10 28.5%
1457
3 8 5 28.9%
1458
3 19 16 9.94%
1459
3 14 11 83.7%
1460
3 10 7 11.4%
BBRE icon
1461
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$934M
3 11 8 1.92%
1462
3 7 4 6.14%
1463
3 7 4 4.72%
1464
3 6 3 2.14%
1465
3 8 5 55.6%
1466
3 10 7 0.57%
1467
3 9 6 8.21%
1468
3 6 3 8.61%
1469
3 11 8 86.6%
1470
3 8 5 6.04%
1471
3 7 4 3.33%
1472
3 7 4 10.6%
1473
3 9 6 11.7%
1474
3 12 9 18.3%
1475
3 15 12 71.2%
57 58
59
60 61