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
176
136 227 91 164%
177
136 178 42 48.6%
178
136 185 49 39.7%
SCHX icon
179
Schwab US Large- Cap ETF
SCHX
$64.2B
135 180 45 44%
180
135 189 54 9.37%
181
134 269 135 19.1%
182
133 258 125 57.8%
183
133 228 95 29.2%
184
132 224 92 77.5%
185
132 225 93 34.8%
IVE icon
186
iShares S&P 500 Value ETF
IVE
$50.5B
132 189 57 27.6%
187
132 166 34 55.7%
188
132 194 62 437%
189
131 183 52 55.3%
190
131 208 77 1.59%
191
131 195 64 745%
192
131 214 83 0.76%
193
130 191 61 37.4%
194
128 195 67 20%
195
128 198 70 51.5%
196
128 202 74 3.52%
197
127 235 108 7.73%
198
126 221 95 14.2%
199
125 220 95 17.8%
200
125 191 66 46.5%
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