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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 Mar ‘19
HPK icon
426
HighPeak Energy
HPK
$950M
6 10 4 25.3%
EVER icon
427
EverQuote
EVER
$864M
6 14 8 230%
EQL icon
428
ALPS Equal Sector Weight ETF
EQL
$767M
6 7 1 118%
ZROZ icon
429
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.31B
6 9 3 51%
GOVI icon
430
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.23B
6 11 5 19.2%
ROUS icon
431
Hartford Multifactor US Equity ETF
ROUS
$734M
6 8 2 123%
NUMV icon
432
Nuveen ESG Mid-Cap Value ETF
NUMV
$461M
6 8 2 68.2%
BIBL icon
433
Inspire 100 ETF
BIBL
$504M
6 7 1 109%
DIAL icon
434
Columbia Diversified Fixed Income Allocation ETF
DIAL
$388M
6 8 2 9.65%
VFVA icon
435
Vanguard US Value Factor ETF
VFVA
$944M
6 6 0 125%
IGEB icon
436
iShares Investment Grade Systematic Bond ETF
IGEB
$1.51B
6 6 0 10.7%
BSJQ icon
437
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$866M
6 6 0 8.94%
SVC
438
Service Properties Trust
SVC
$1.06B
5 38 33 93.8%
SEDG icon
439
SolarEdge
SEDG
$1.98B
5 33 28 14.8%
DIN icon
440
Dine Brands
DIN
$440M
5 47 42 62%
UVV icon
441
Universal Corp
UVV
$1.12B
5 23 18 22%
TBI
442
Trueblue
TBI
$308M
5 19 14 57.1%
DGS icon
443
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
5 28 23 35.5%
STAA icon
444
STAAR Surgical
STAA
$1.26B
5 28 23 25.9%
MMI icon
445
Marcus & Millichap
MMI
$1.21B
5 28 23 21.9%
TRST
446
Trustco Bank Corp NY
TRST
$971M
5 16 11 46.9%
CPF icon
447
Central Pacific Financial
CPF
$1B
5 19 14 35.2%
AHRT
448
AH Realty Trust
AHRT
$506M
5 19 14 56.4%
AIVL icon
449
WisdomTree US AI Enhanced Value Fund
AIVL
$438M
5 19 14 59%
FPX icon
450
First Trust US Equity Opportunities ETF
FPX
$1.55B
5 24 19 152%
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