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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
SPPP
501
Sprott Physical Platinum and Palladium Trust
SPPP
$545M
11 16 5 13.5%
VFMV icon
502
Vanguard US Minimum Volatility ETF
VFMV
$450M
11 17 6 11.3%
TAFI icon
503
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.35B
11 13 2 1.87%
IBHH icon
504
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$458M
11 12 1 2.87%
TBUX icon
505
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.7B
11 16 5 0.24%
BUXX icon
506
Strive Enhanced Income Short Maturity ETF
BUXX
$518M
11 14 3 0.89%
CYD icon
507
China Yuchai International
CYD
$1.2B
11 23 12 33.6%
HWBK icon
508
Hawthorn Bancshares
HWBK
$283M
11 16 5 32.6%
FCPI icon
509
Fidelity Stocks for Inflation ETF
FCPI
$289M
11 15 4 21.4%
ALDF
510
Aldel Financial II Inc
ALDF
$323M
11 14 3 –
QDTE icon
511
Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF
QDTE
$991M
11 16 5 16.7%
MFSI
512
MFS Active International ETF
MFSI
$1.22B
11 13 2 14.9%
FGDL icon
513
Franklin Responsibly Sourced Gold ETF
FGDL
$427M
11 13 2 25.4%
TRON
514
Tron Inc
TRON
$669M
11 18 7 81.8%
EFAA
515
Invesco MSCI EAFE Income Advantage ETF
EFAA
$668M
11 11 0 6.44%
NBSD
516
Neuberger Short Duration Income ETF
NBSD
$1.43B
11 12 1 2.04%
WKC icon
517
World Kinect Corp
WKC
$1.83B
10 40 30 26.5%
ZD icon
518
Ziff Davis
ZD
$1.89B
10 50 40 82.4%
AOM icon
519
iShares Core Moderate Allocation ETF
AOM
$1.87B
10 33 23 5.63%
RPG icon
520
Invesco S&P 500 Pure Growth ETF
RPG
$1.96B
10 35 25 30.3%
ACVA icon
521
ACV Auctions
ACVA
$1.77B
10 39 29 35.6%
TSLX icon
522
Sixth Street Specialty
TSLX
$1.72B
10 31 21 24.4%
DHS icon
523
WisdomTree US High Dividend Fund
DHS
$1.55B
10 22 12 17.3%
STBA icon
524
S&T Bancorp
STBA
$1.75B
10 28 18 31.3%
FREL icon
525
Fidelity MSCI Real Estate Index ETF
FREL
$1.35B
10 23 13 0.37%
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