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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
31 Dec ‘23
XNOV icon
2001
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$56.7M
17 17 0 26.7%
ADM icon
2002
Archer Daniels Midland
ADM
$37.7B
16 135 119 8.39%
JPST icon
2003
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
16 103 87 0.34%
GNRC icon
2004
Generac Holdings
GNRC
$11.8B
16 138 122 55%
UDR icon
2005
UDR
UDR
$12.4B
16 74 58 1.07%
EXP icon
2006
Eagle Materials
EXP
$6.5B
16 60 44 4.4%
FWONK icon
2007
Liberty Media Series C
FWONK
$24.5B
16 58 42 54.9%
RBA icon
2008
RB Global
RBA
$20.8B
16 51 35 66.9%
CBSH icon
2009
Commerce Bancshares
CBSH
$8.62B
16 60 44 23.7%
VOYA icon
2010
Voya Financial
VOYA
$9.09B
16 59 43 37.4%
BC icon
2011
Brunswick
BC
$5.22B
16 50 34 17%
LPX icon
2012
Louisiana-Pacific
LPX
$5.13B
16 70 54 3.64%
UAA icon
2013
Under Armour
UAA
$2.91B
16 65 49 22.3%
FDL icon
2014
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.81B
16 53 37 44.3%
ASH icon
2015
Ashland
ASH
$3.35B
16 52 36 13.2%
JBLU icon
2016
JetBlue
JBLU
$2.36B
16 67 51 12.6%
PAAS icon
2017
Pan American Silver
PAAS
$18.1B
16 49 33 164%
IPGP icon
2018
IPG Photonics
IPGP
$3.69B
16 50 34 19.9%
SLM icon
2019
SLM Corp
SLM
$5.06B
16 56 40 40.8%
ACWV icon
2020
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.33B
16 38 22 24.2%
ADNT icon
2021
Adient
ADNT
$1.64B
16 61 45 42.6%
VUSB icon
2022
Vanguard Ultra-Short Bond ETF
VUSB
$8.92B
16 49 33 0.36%
CWT icon
2023
California Water Service
CWT
$3.13B
16 43 27 2.49%
IVT icon
2024
InvenTrust Properties
IVT
$2.77B
16 46 30 40.1%
KWR icon
2025
Quaker Houghton
KWR
$2.96B
16 45 29 19.4%
79 80
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