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
126
161 226 65 21.7%
127
160 245 85 30.8%
128
160 256 96 26.2%
JPC icon
129
Nuveen Preferred & Income Opportunities Fund
JPC
$2.95B
160 173 13 17.8%
130
159 239 80 54%
131
159 212 53 167%
132
159 263 104 68%
133
157 323 166 77.8%
134
157 289 132 3.17%
135
157 243 86 21.8%
VTEB icon
136
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.1B
157 217 60 1.21%
137
156 323 167 115%
138
156 240 84 31%
139
155 257 102 20.7%
140
155 219 64 23.2%
141
155 256 101 6.27%
142
154 239 85 30.4%
143
154 233 79 79.1%
144
153 260 107 68.9%
145
152 232 80 38.9%
146
151 239 88 74.3%
147
151 217 66 35.7%
148
150 230 80 35.3%
149
150 236 86 1.97%
150
150 236 86 8.27%
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