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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 Mar ‘25
KOCT icon
601
Innovator US Small Cap Power Buffer ETF October
KOCT
$131M
3 10 7 29.5%
STXS icon
602
Stereotaxis
STXS
$135M
3 9 6 22.7%
SABA
603
Saba Capital Income & Opportunities Fund II
SABA
$222M
3 13 10 4.48%
VRA icon
604
Vera Bradley
VRA
$95M
3 14 11 48.4%
INCO icon
605
Columbia India Consumer ETF
INCO
$237M
3 15 12 4.67%
DIBS icon
606
1stdibs.com
DIBS
$157M
3 8 5 53.3%
SAMG icon
607
Silvercrest Asset Management
SAMG
$78M
3 6 3 39.1%
LNZA icon
608
LanzaTech
LNZA
$68M
3 12 9 74.7%
SKYE icon
609
Skye Bioscience
SKYE
$19.3M
3 13 10 65.4%
ULBI icon
610
Ultralife
ULBI
$120M
3 6 3 34.4%
LVO icon
611
LiveOne
LVO
$54M
3 9 6 43.9%
VERI icon
612
Veritone
VERI
$139M
3 16 13 36.1%
EJUL icon
613
Innovator Emerging Markets Power Buffer ETF July
EJUL
$189M
3 8 5 23%
OPBK icon
614
OP Bancorp
OPBK
$236M
3 9 6 31.4%
GRNB icon
615
VanEck Green Bond ETF
GRNB
$185M
3 10 7 0.91%
BSMW icon
616
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
$214M
3 7 4 1.02%
OPAD icon
617
Offerpad Solutions
OPAD
$22.1M
3 6 3 72.4%
FVC icon
618
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$109M
3 6 3 19.6%
OGIG icon
619
ALPS O'Shares Global Internet Giants ETF
OGIG
$112M
3 9 6 15.4%
CIA icon
620
Citizens
CIA
$200M
3 10 7 13.2%
CPSS icon
621
Consumer Portfolio Services
CPSS
$201M
3 4 1 7.61%
PBJ icon
622
Invesco Food & Beverage ETF
PBJ
$106M
3 7 4 2.35%
FCVT icon
623
First Trust SSI Strategic Convertible Securities ETF
FCVT
$103M
3 9 6 47.2%
TELA icon
624
TELA Bio
TELA
$35.3M
3 14 11 35.5%
FLC
625
Flaherty & Crumrine Total Return Fund
FLC
$177M
3 7 4 0.95%
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