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
1501
3 7 4 4.45%
1502
3 6 3 63%
1503
3 6 3 35.5%
MSSM
1504
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$690M
3 7 4 9.67%
1505
3 4 1 1.12%
1506
3 8 5 40.3%
1507
3 3 0 1.56%
1508
3 5 2 3.66%
1509
3 4 1 9.4%
1510
3 3 0 12.6%
PLDR icon
1511
Putnam Sustainable Leaders ETF
PLDR
$808M
3 3 0 9.36%
1512
3 3 0 6.14%
1513
3 3 0 5.13%
1514
3 3 0 409%
1515
3 3 0 0.08%
1516
3 3 0 7.02%
1517
3 3 0 0.99%
1518
3 3 0 –
1519
2 26 24 4.55%
1520
2 15 13 5.8%
1521
2 37 35 3.38%
1522
2 22 20 1.6%
1523
2 29 27 2.55%
1524
2 37 35 20.3%
1525
2 31 29 20.1%
59 60
61
62 63