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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 ‘25
NBBK icon
526
NB Bancorp
NBBK
$1B
9 20 11 26.5%
ULST icon
527
State Street Ultra Short Term Bond ETF
ULST
$526M
9 18 9 0.79%
MMIT icon
528
IQ MacKay Municipal Intermediate ETF
MMIT
$1.48B
9 19 10 0.46%
JAKK icon
529
Jakks Pacific
JAKK
$288M
9 28 19 1.99%
RXT icon
530
Rackspace Technology
RXT
$1.18B
9 19 10 175%
VCEB icon
531
Vanguard ESG US Corporate Bond ETF
VCEB
$1.15B
9 13 4 2.3%
VSTM icon
532
Verastem
VSTM
$629M
9 21 12 15.3%
CWBC
533
Community West Bancshares
CWBC
$701M
9 11 2 39.8%
AMPX icon
534
Amprius Technologies
AMPX
$1.79B
9 30 21 357%
FTXO icon
535
First Trust Nasdaq Bank ETF
FTXO
$321M
9 20 11 43.5%
SPIR icon
536
Spire Global
SPIR
$571M
9 22 13 82.2%
IDLV icon
537
Invesco S&P International Developed Low Volatility ETF
IDLV
$344M
9 13 4 18.7%
BCAX
538
Bicara Therapeutics
BCAX
$1.63B
9 27 18 89%
DDWM icon
539
WisdomTree Dynamic International Equity Fund
DDWM
$1.51B
9 19 10 29.8%
NXP icon
540
Nuveen Select Tax-Free Income Portfolio
NXP
$898M
9 12 3 0.84%
HODL icon
541
VanEck Bitcoin Trust
HODL
$1.06B
9 23 14 23.1%
HIX
542
Western Asset High Income Fund II
HIX
$355M
9 16 7 5.74%
VEL icon
543
Velocity Financial
VEL
$711M
9 18 9 3.74%
XSHQ icon
544
Invesco S&P SmallCap Quality ETF
XSHQ
$320M
9 17 8 24.3%
UPB
545
Upstream Bio Inc
UPB
$378M
9 23 14 12.9%
PALL icon
546
abrdn Physical Palladium Shares ETF
PALL
$676M
9 18 9 37.2%
FPH icon
547
Five Point Holdings
FPH
$372M
9 17 8 3%
AVSU icon
548
Avantis Responsible US Equity ETF
AVSU
$488M
9 12 3 44.8%
DGCB icon
549
Dimensional Global Credit ETF
DGCB
$1.09B
9 16 7 0.53%
STRT icon
550
STRATTEC Security
STRT
$341M
9 13 4 107%
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