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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 Sep ‘20
EFIV icon
1951
State Street SPDR S&P 500 ESG ETF
EFIV
$1.03B
5 5 0 138%
GCOR icon
1952
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$799M
5 5 0 18.6%
NVS icon
1953
Novartis
NVS
$291B
4 77 73 76.3%
HPE icon
1954
Hewlett Packard
HPE
$69.4B
4 71 67 459%
DTE icon
1955
DTE Energy
DTE
$29.5B
4 68 64 44.7%
PFG icon
1956
Principal Financial Group
PFG
$24.7B
4 60 56 186%
IWV icon
1957
iShares Russell 3000 ETF
IWV
$20.3B
4 39 35 124%
WYNN icon
1958
Wynn Resorts
WYNN
$10.1B
4 73 69 35.9%
CF icon
1959
CF Industries
CF
$18.1B
4 59 55 285%
SCHV
1960
Schwab US Large-Cap Value ETF
SCHV
$16.1B
4 41 37 101%
INFY icon
1961
Infosys
INFY
$51B
4 46 42 8.76%
PAA icon
1962
Plains All American Pipeline
PAA
$16.6B
4 32 28 294%
IYH icon
1963
iShares US Healthcare ETF
IYH
$3.45B
4 26 22 50.2%
TOTL icon
1964
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.03B
4 27 23 21.3%
CW icon
1965
Curtiss-Wright
CW
$28B
4 50 46 712%
SLYV icon
1966
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.07B
4 30 26 123%
ADC icon
1967
Agree Realty
ADC
$9.49B
4 35 31 19.9%
AMCX icon
1968
AMC Global Media
AMCX
$501M
4 48 44 53.9%
FFIN icon
1969
First Financial Bankshares
FFIN
$5.09B
4 26 22 27.3%
TREE icon
1970
LendingTree
TREE
$474M
4 28 24 89%
NVG icon
1971
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.67B
4 24 20 21.1%
EMLP icon
1972
First Trust North American Energy Infrastructure Fund
EMLP
$4.12B
4 27 23 130%
OPK icon
1973
Opko Health
OPK
$978M
4 35 31 64.5%
URBN icon
1974
Urban Outfitters
URBN
$6.75B
4 39 35 279%
AQN icon
1975
Algonquin Power & Utilities
AQN
$4.46B
4 35 31 60.2%
77 78
79
80 81