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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
30 Sep ‘25
GWRS icon
601
Global Water Resources
GWRS
$234M
5 12 7 21.1%
AIRS icon
602
AirSculpt Technologies
AIRS
$128M
5 21 16 77.9%
ELMD icon
603
Electromed
ELMD
$233M
5 13 8 14.5%
CLPR
604
Clipper Realty
CLPR
$50.7M
5 11 6 17.4%
RTH icon
605
VanEck Retail ETF
RTH
$237M
5 7 2 0.26%
PSCH icon
606
Invesco S&P SmallCap Health Care ETF
PSCH
$179M
5 13 8 24.1%
SLND icon
607
Southland Holdings
SLND
$36.5M
5 10 5 84.4%
LFT
608
Lument Finance Trust
LFT
$26.4M
5 11 6 75.1%
GLO
609
Clough Global Opportunities Fund
GLO
$232M
5 11 6 4.91%
FCVT icon
610
First Trust SSI Strategic Convertible Securities ETF
FCVT
$105M
5 9 4 16.5%
PLG
611
Platinum Group Metals
PLG
$161M
5 13 8 52.5%
PDEX icon
612
Pro-Dex
PDEX
$205M
5 15 10 89.3%
ACET icon
613
Adicet Bio
ACET
$60.8M
5 12 7 49.8%
YSEP icon
614
FT Vest International Equity Buffer ETF September
YSEP
$126M
5 9 4 11.1%
PFD
615
Flaherty & Crumrine Preferred and Income Fund
PFD
$137M
5 12 7 11.1%
SACH
616
Sachem Capital Corp
SACH
$44M
5 13 8 17.4%
EMXF icon
617
iShares ESG Advanced MSCI EM ETF
EMXF
$167M
5 5 0 27.3%
MKTW icon
618
MarketWise
MKTW
$56.2M
5 8 3 21.7%
MIND icon
619
MIND Technology
MIND
$41M
5 15 10 44.3%
MHF
620
Western Asset Municipal High Income Fund
MHF
$139M
5 7 2 13.4%
PZT icon
621
Invesco New York AMT-Free Municipal Bond ETF
PZT
$129M
5 8 3 7.73%
GOAU icon
622
US Global GO Gold and Precious Metal Miners ETF
GOAU
$191M
5 12 7 6.81%
BEEM icon
623
Beam Global
BEEM
$25.6M
5 8 3 60.8%
BGX
624
Blackstone Long-Short Credit Income Fund
BGX
$134M
5 9 4 12.2%
ACTU
625
Actuate Therapeutics
ACTU
$19.7M
5 7 2 87.8%
23 24
25
26 27