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 Mar ‘16
2001
1 7 6 15.3%
2002
1 7 6 98.2%
2003
1 2 1 4.23%
PFM icon
2004
Invesco Dividend Achievers ETF
PFM
$771M
1 6 5 142%
2005
1 8 7 62.3%
2006
1 7 6 67.9%
2007
1 4 3 575%
2008
1 6 5 16.6%
2009
1 5 4 9.53%
2010
1 8 7 47.9%
NMZ icon
2011
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.23B
1 7 6 25%
2012
1 6 5 172%
2013
1 4 3 59%
2014
1 2 1 54.9%
2015
1 4 3 58.2%
2016
1 3 2 78.4%
2017
1 5 4 320%
2018
1 7 6 29.5%
2019
1 6 5 578%
2020
1 3 2 81.6%
2021
1 6 5 18.6%
2022
1 5 4 36.9%
2023
1 9 8 256%
2024
1 5 4 79%
2025
1 4 3 14.4%
79 80
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