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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 ‘25
GLU
1701
Gabelli Utility & Income Trust
GLU
$105M
2 5 3 9.44%
AESR icon
1702
Anfield US Equity Sector Rotation ETF
AESR
$249M
2 6 4 18.9%
HOVR icon
1703
New Horizon Aircraft
HOVR
$113M
2 7 5 14.3%
IRIX icon
1704
IRIDEX
IRIX
$11.3M
2 4 2 43.6%
SPBC icon
1705
Simplify US Equity PLUS GBTC ETF
SPBC
$40.4M
2 4 2 13.1%
LNAI
1706
Lunai Bioworks
LNAI
$5.89M
2 7 5 81.6%
MART icon
1707
AllianzIM U.S. Equity Buffer10 Mar ETF
MART
$29.2M
2 4 2 11.5%
MBND icon
1708
State Street Nuveen Municipal Bond ETF
MBND
$25.7M
2 5 3 6.07%
KLIP icon
1709
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$89.4M
2 5 3 28.3%
SKYQ
1710
Sky Quarry Inc
SKYQ
$21.7M
2 7 5 37.4%
MSFO icon
1711
YieldMax MSFT Option Income Strategy ETF
MSFO
$86.4M
2 5 3 19.9%
DYFI icon
1712
IDX Dynamic Fixed Income ETF
DYFI
$59.3M
2 4 2 3.77%
MEM icon
1713
Matthews Emerging Markets Equity Active ETF
MEM
$53M
2 3 1 23.4%
REMG
1714
Russell Investments Emerging Markets Equity ETF
REMG
$126M
2 7 5 25.5%
IG icon
1715
Principal Investment Grade Corporate Active ETF
IG
$201M
2 5 3 6.75%
RSJN
1716
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
$83.6M
2 2 0 8.18%
POCI icon
1717
Precision Optics
POCI
$48.9M
2 4 2 6.44%
XWEL icon
1718
XWELL
XWEL
$7.2M
2 4 2 81.8%
FTXG icon
1719
First Trust Nasdaq Food & Beverage ETF
FTXG
$21.2M
2 6 4 1.19%
RTB
1720
RTB Digital
RTB
$134M
2 7 5 63.3%
NTSE icon
1721
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$55.9M
2 3 1 23.6%
MXE
1722
Mexico Equity and Income Fund
MXE
$54.2M
2 2 0 0.48%
BCDA icon
1723
BioCardia
BCDA
$15.7M
2 4 2 16.8%
CPSY
1724
Calamos S&P 500 Structured Alt Protection ETF - January
CPSY
$28.8M
2 5 3 4.26%
CTEC icon
1725
Global X ClimateTech ETF
CTEC
$25.1M
2 4 2 7.53%
67 68
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70 71