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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 ‘24
UP icon
1776
Wheels Up
UP
$187M
1 19 18 84.4%
RICK icon
1777
RCI Hospitality Holdings
RICK
$230M
1 17 16 47.7%
COOK icon
1778
Traeger
COOK
$166M
1 9 8 50.4%
IDRV icon
1779
iShares Self-Driving EV and Tech ETF
IDRV
$137M
1 9 8 26.9%
UEIC icon
1780
Universal Electronics
UEIC
$66.6M
1 11 10 53%
IVVD icon
1781
Invivyd
IVVD
$202M
1 13 12 54.8%
XMAR icon
1782
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$155M
1 16 15 19.5%
SEER icon
1783
Seer Inc
SEER
$116M
1 11 10 9.09%
LPSN icon
1784
LivePerson
LPSN
$35.9M
1 12 11 87.2%
EJAN icon
1785
Innovator Emerging Markets Power Buffer ETF January
EJAN
$148M
1 10 9 24.3%
EML icon
1786
Eastern Company
EML
$154M
1 9 8 3.32%
KG
1787
Kestrel Group
KG
$60.5M
1 5 4 77.1%
XSEP icon
1788
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$136M
1 10 9 15.6%
CVM icon
1789
CEL-SCI Corp
CVM
$26M
1 11 10 87.6%
NIM icon
1790
Nuveen Select Maturities Municipal Fund
NIM
$116M
1 11 10 7.12%
ANIX icon
1791
Anixa Biosciences
ANIX
$109M
1 10 9 37.9%
ORMP icon
1792
Oramed Pharmaceuticals
ORMP
$182M
1 9 8 81%
FVC icon
1793
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$111M
1 6 5 16.4%
TIPZ icon
1794
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$88.5M
1 9 8 1.31%
OKUR
1795
OnKure Therapeutics
OKUR
$158M
1 20 19 54.7%
PXE icon
1796
Invesco Energy Exploration & Production ETF
PXE
$85.7M
1 10 9 32.3%
CWS icon
1797
AdvisorShares Focused Equity ETF
CWS
$135M
1 10 9 13.3%
RVSB icon
1798
Riverview Bancorp
RVSB
$107M
1 3 2 7.49%
ISPR icon
1799
Ispire Technology
ISPR
$91.3M
1 7 6 68.4%
EP icon
1800
Empire Petroleum
EP
$111M
1 4 3 63.2%
70 71
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73 74