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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
PTLO icon
526
Portillo's
PTLO
$365M
15 53 38 46.5%
BUR icon
527
Burford Capital
BUR
$968M
15 36 21 65.4%
ALT icon
528
Altimmune
ALT
$560M
15 38 23 60.1%
ETV
529
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.77B
15 24 9 5.34%
NBHC icon
530
National Bank Holdings
NBHC
$1.94B
15 25 10 1.02%
NPK icon
531
National Presto Industries
NPK
$987M
15 31 16 40%
AGGY icon
532
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$926M
15 28 13 0.14%
QLTA icon
533
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.22B
15 28 13 0.36%
CSWC icon
534
Capital Southwest
CSWC
$1.61B
15 35 20 15.7%
CAC icon
535
Camden National
CAC
$996M
15 23 8 38%
REAX icon
536
Real Brokerage
REAX
$523M
15 34 19 47.8%
SMDV icon
537
ProShares Russell 2000 Dividend Growers ETF
SMDV
$708M
15 22 7 16.1%
BFST icon
538
Business First Bancshares
BFST
$1.05B
15 27 12 25.6%
FGD icon
539
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.6B
15 27 12 58.5%
PGC icon
540
Peapack-Gladstone Financial
PGC
$822M
15 21 6 44.7%
IQDG icon
541
WisdomTree International Quality Dividend Growth Fund
IQDG
$732M
15 31 16 30.9%
PGY icon
542
Pagaya Technologies
PGY
$1.79B
15 42 27 131%
PPLT
543
abrdn Physical Platinum Shares ETF
PPLT
$2B
15 33 18 87%
IHRT icon
544
iHeartMedia
IHRT
$464M
15 26 11 51.5%
IXG icon
545
iShares Global Financials ETF
IXG
$702M
15 18 3 40.4%
LCTX icon
546
Lineage Cell Therapeutics
LCTX
$268M
15 28 13 111%
DIV icon
547
Global X SuperDividend US ETF
DIV
$780M
15 27 12 8.65%
BUFF icon
548
Innovator Laddered Allocation Power Buffer ETF
BUFF
$944M
15 26 11 19.8%
SPHB icon
549
Invesco S&P 500 High Beta ETF
SPHB
$956M
15 23 8 70.9%
CMTG icon
550
Claros Mortgage Trust
CMTG
$268M
15 29 14 58%
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