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 ‘15
2001
2 3 1 100%
2002
2 4 2 14.9%
2003
2 4 2 145%
PCQ
2004
Pimco California Municipal Income Fund
PCQ
$168M
2 4 2 38%
2005
2 3 1 11.8%
2006
2 3 1 45%
2007
2 4 2 11%
2008
2 4 2 62.9%
2009
2 4 2 142%
2010
2 3 1 65.6%
QDEF icon
2011
FlexShares Quality Dividend Defensive Index Fund
QDEF
$481M
2 2 0 125%
2012
2 2 0 189%
2013
2 4 2 212%
2014
2 3 1 24.9%
2015
2 6 4 90.5%
2016
2 6 4 43.6%
2017
2 5 3 59.7%
2018
2 7 5 53%
2019
2 2 0 5.3%
2020
2 6 4 36.4%
2021
2 4 2 43.8%
2022
2 7 5 36.1%
2023
2 3 1 46.1%
2024
2 5 3 1,238%
2025
2 3 1 93.4%
79 80
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