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 Sep ‘24
801
30 37 7 15.5%
802
30 45 15 228%
803
30 41 11 39.8%
CGBL icon
804
Capital Group Core Balanced ETF
CGBL
$4.62B
30 34 4 16.9%
805
30 37 7 86.7%
806
30 30 0 7.1%
807
30 30 0 6.79%
808
29 100 71 22.5%
809
29 88 59 18.6%
810
29 101 72 30.5%
SCHV icon
811
Schwab US Large-Cap Value ETF
SCHV
$14.9B
29 66 37 15.6%
812
29 85 56 22.9%
813
29 82 53 7.81%
814
29 89 60 11%
815
29 72 43 1.04%
816
29 95 66 59.3%
817
29 73 44 3.24%
818
29 73 44 0.34%
819
29 79 50 93.9%
820
29 73 44 45.1%
821
29 58 29 8.26%
822
29 41 12 29%
823
29 49 20 11.1%
824
29 80 51 3.26%
825
29 46 17 4.97%
31 32
33
34 35