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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
DWX icon
376
State Street SPDR S&P International Dividend ETF
DWX
$509M
13 25 12 8.23%
URG
377
Ur-Energy
URG
$418M
13 48 35 0%
SERV
378
Serve Robotics
SERV
$401M
13 44 31 59.6%
CIVB icon
379
Civista Bancshares
CIVB
$561M
13 20 7 16.3%
PREF icon
380
Principal Spectrum Preferred Securities Active ETF
PREF
$1.85B
13 23 10 3.64%
LRMR icon
381
Larimar Therapeutics
LRMR
$307M
13 30 17 2.42%
MSDL icon
382
Morgan Stanley Direct Lending Fund
MSDL
$1.14B
13 24 11 27.7%
BUFZ icon
383
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.08B
13 18 5 15%
OPY icon
384
Oppenheimer Holdings
OPY
$1.29B
13 23 10 82.7%
KIO
385
KKR Income Opportunities Fund
KIO
$424M
13 18 5 17.6%
HTD
386
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$788M
13 15 2 4.87%
DEHP icon
387
Dimensional Emerging Markets High Profitability ETF
DEHP
$465M
13 17 4 49.5%
VPLS
388
Vanguard Core Plus Bond ETF
VPLS
$1.87B
13 21 8 5.21%
FLHY icon
389
Franklin High Yield Corporate ETF
FLHY
$1.22B
13 20 7 4.31%
CTGO icon
390
Contango Silver & Gold Inc
CTGO
$558M
13 19 6 14.4%
IA
391
Innovative Solutions & Support
IA
$340M
13 21 8 36.8%
PIZ icon
392
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$650M
13 18 5 13.6%
GREK
393
Global X MSCI Greece ETF
GREK
$332M
13 20 7 42.1%
YMAX icon
394
YieldMax Universe Fund of Option Income ETFs
YMAX
$367M
13 22 9 44.8%
FIVA
395
Fidelity International Value Factor ETF
FIVA
$614M
13 16 3 29.3%
DRUG
396
Bright Minds Biosciences
DRUG
$500M
13 22 9 94.1%
AVXC icon
397
Avantis Emerging Markets ex-China Equity ETF
AVXC
$469M
13 16 3 48%
ESEA icon
398
Euroseas
ESEA
$511M
13 18 5 61.9%
CBNA
399
Chain Bridge Bancorp
CBNA
$310M
13 18 5 83.4%
IPX
400
IperionX
IPX
$615M
13 16 3 46.1%
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