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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

Communication Services

Advertising Agencies

Broadcasting

Electronic Gaming & Multimedia

Entertainment

Internet Content & Information

Publishing

Telecom Services

Consumer Discretionary

Apparel Manufacturing

Apparel Retail

Auto Manufacturers

Auto Parts

Auto & Truck Dealerships

Department Stores

Footwear & Accessories

Furnishings, Fixtures & Appliances

Gambling

Home Improvement Retail

Internet Retail

Leisure

Lodging

Luxury Goods

Packaging & Containers

Personal Services

Recreational Vehicles

Residential Construction

Resorts & Casinos

Restaurants

Specialty Retail

Textile Manufacturing

Travel Services

Consumer Staples

Beverages - Brewers

Beverages - Non-Alcoholic

Beverages - Wineries & Distilleries

Confectioners

Discount Stores

Education & Training Services

Farm Products

Food Distribution

Grocery Stores

Household & Personal Products

Packaged Foods

Tobacco

Energy

Oil & Gas Drilling

Oil & Gas Equipment & Services

Oil & Gas Exploration & Production

Oil & Gas Integrated

Oil & Gas Midstream

Oil & Gas Refining & Marketing

Thermal Coal

Uranium

Financials

Asset Management

Banks - Diversified

Banks - Regional

Capital Markets

Credit Services

Diversified Insurance

Financial Conglomerates

Financial Data & Stock Exchanges

Insurance Brokers

Life Insurance

Mortgage Finance

Property & Casualty Insurance

Reinsurance

Shell Companies

Specialty - Insurance

Healthcare

Biotechnology

Diagnostics & Research

Drug Manufacturers - General

Drug Manufacturers - Specialty & Generic

Healthcare Plans

Health Information Services

Medical Care Facilities

Medical Devices

Medical Distribution

Medical Instruments & Supplies

Pharmaceutical Retailers

Industrials

Aerospace & Defense

Airlines

Airports & Air Services

Building Products & Equipment

Business Equipment & Supplies

Conglomerates

Consulting Services

Electrical Equipment & Parts

Engineering & Construction

Farm & Heavy Construction Machinery

Industrial Distribution

Infrastructure Operations

Integrated Freight & Logistics

Marine Shipping

Metal Fabrication

Pollution & Treatment Controls

Railroads

Rental & Leasing Services

Security & Protection Services

Specialty Business Services

Specialty Industrial Machinery

Staffing & Employment Services

Tools & Accessories

Trucking

Waste Management

Materials

Agricultural Inputs

Aluminum

Building Materials

Chemicals

Coking Coal

Copper

Gold

Lumber & Wood Production

Other Industrial Metals & Mining

Other Precious Metals & Mining

Paper & Paper Products

Silver

Specialty Chemicals

Steel

Real Estate

Diversified REIT

Healthcare Facilities REIT

Hotel & Motel REIT

Industrial REIT

Mortgage REIT

Office REIT

Real Estate Development

Real Estate Diversified

Real Estate Services

Residential REIT

Retail REIT

Specialty REIT

Technology

Communication Equipment

Computer Hardware

Consumer Electronics

Electronic Components

Electronics & Computer Distribution

Information Technology Services

Scientific & Technical Instruments

Semiconductor Equipment & Materials

Semiconductors

Software - Application

Software - Infrastructure

Solar

Utilities

Diversified Utilities

Electric Utilities

Gas Utilities

Independent Power Producers

Renewable Electricity

Water Utilities

#	Name	Net new positions	New positions	Closed positions	Return since 30 Sep ‘22
2001	2001 Invesco Pharmaceuticals ETF PJP $466M	3	10	7	70%
2002	2002 ALPS Clean Energy ETF ACES $119M	3	9	6	43.7%
2003	2003 Fidelity Low Volatility Factor ETF FDLO $1.44B	3	10	7	72.2%
2004	2004 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI $124M	3	13	10	36%
2005	PCN 2005 PIMCO Corporate & Income Strategy Fund PCN $874M	3	13	10	1.18%
2006	2006 John Hancock Multifactor Large Cap ETF JHML $1.17B	3	10	7	97.4%
2007	2007 Utah Medical Products UTMD $230M	3	7	4	15.3%
2008	2008 State Street Ultra Short Term Bond ETF ULST $526M	3	14	11	0.9%
2009	2009 Nuveen ESG International Developed Markets Equity ETF NUDM $707M	3	10	7	80.9%
2010	2010 West Bancorporation WTBA $491M	3	11	8	38.4%
2011	2011 BlackRock Multi-Sector Income Trust BIT $700M	3	13	10	13.8%
2012	2012 SunPower Inc SPWR $60.3M	3	9	6	97%
2013	2013 WisdomTree US Efficient Core Fund NTSX $1.37B	3	11	8	93.3%
2014	VEEA 2014 Veea Inc VEEA $9.02M	3	11	8	98.3%
2015	2015 Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB $970M	3	12	9	3.89%
2016	ETB 2016 Eaton Vance Tax-Managed Buy-Write Income Fund ETB $457M	3	5	2	17.7%
2017	GAM 2017 General American Investors Company GAM $1.58B	3	9	6	94.4%
2018	2018 iShares iBonds Dec 2029 Term Corporate ETF IBDU $4.04B	3	6	3	5.55%
2019	2019 Volato Group SOAR $7.25M	3	9	6	99.9%
2020	SBI 2020 Western Asset Intermediate Muni Fund SBI $107M	3	4	1	3.4%
2021	2021 First Trust Dow Jones Select MicroCap Index Fund FDM $263M	3	10	7	84.5%
2022	2022 iShares Currency Hedged MSCI Japan ETF HEWJ $706M	3	8	5	66.4%
2023	2023 First Trust Dorsey Wright Dynamic Focus 5 ETF FVC $105M	3	5	2	20.5%
2024	2024 InnovAge Holding INNV $1.55B	3	10	7	94.7%
2025	2025 Nuveen Select Maturities Municipal Fund NIM $115M	3	7	4	3.84%

Stocks With The Most New Fund Positions

Stocks With The Most
New Fund Positions