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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 Jun ‘25
CTEV
251
Claritev Corp
CTEV
$398M
17 28 11 48%
AUSF icon
252
Global X Adaptive US Factor ETF
AUSF
$862M
17 23 6 9.26%
IBMS
253
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$342M
17 18 1 2.38%
IDVO icon
254
Amplify International Enhanced Dividend Income ETF
IDVO
$1.42B
17 17 0 21.1%
BXBL
255
BOXABL Inc
BXBL
$775M
17 18 1 67.5%
TCAL
256
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
$297M
17 17 0 11.5%
ISBA
257
Isabella Bank
ISBA
$292M
17 17 0 27%
FLO icon
258
Flowers Foods
FLO
$1.18B
16 74 58 65.1%
YELP icon
259
Yelp
YELP
$991M
16 56 40 46.7%
PGNY icon
260
Progyny
PGNY
$1.94B
16 49 33 14.7%
IDU icon
261
iShares US Utilities ETF
IDU
$1.34B
16 41 25 2.7%
DFAR icon
262
DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
$1.63B
16 32 16 2.94%
TRUP icon
263
Trupanion
TRUP
$1.03B
16 38 22 57.4%
DMXF icon
264
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.01B
16 33 17 14.6%
PAPR icon
265
Innovator US Equity Power Buffer ETF April
PAPR
$964M
16 29 13 16.1%
FVRR icon
266
Fiverr
FVRR
$307M
16 32 16 70.8%
UVE icon
267
Universal Insurance Holdings
UVE
$1.22B
16 29 13 58.4%
BITO icon
268
ProShares Bitcoin Strategy ETF
BITO
$1.73B
16 42 26 47.6%
NPKI
269
NPK International
NPKI
$1B
16 34 18 38.4%
ECVT icon
270
Ecovyst
ECVT
$1.11B
16 38 22 23.1%
IBMQ icon
271
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$675M
16 22 6 1.1%
TRVI icon
272
Trevi Therapeutics
TRVI
$1.98B
16 39 23 154%
IVOG icon
273
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.62B
16 23 7 23.4%
FAPR icon
274
FT Vest US Equity Buffer ETF April
FAPR
$1.33B
16 23 7 13.7%
FQAL icon
275
Fidelity Quality Factor ETF
FQAL
$1.43B
16 25 9 20.2%
9 10
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