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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 Sep ‘25
IBCP icon
526
Independent Bank Corp
IBCP
$800M
13 21 8 16.3%
MEI icon
527
Methode Electronics
MEI
$564M
13 34 21 109%
BSCV icon
528
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.79B
13 18 5 5.34%
FGD icon
529
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.53B
13 24 11 13.8%
ALEC icon
530
Alector
ALEC
$252M
13 25 12 23.6%
BHRB icon
531
Burke & Herbert Financial Services Corp
BHRB
$1.41B
13 27 14 13.2%
TYG
532
Tortoise Energy Infrastructure Corp
TYG
$972M
13 21 8 11.2%
GSBC icon
533
Great Southern Bancorp
GSBC
$862M
13 20 7 29.2%
FSEP icon
534
FT Vest US Equity Buffer ETF September
FSEP
$1.41B
13 25 12 13.7%
PFLT icon
535
PennantPark Floating Rate Capital
PFLT
$681M
13 28 15 22.8%
GLUE icon
536
Monte Rosa Therapeutics
GLUE
$873M
13 27 14 38.1%
BBNX
537
Beta Bionics
BBNX
$1.02B
13 29 16 5.03%
UNTY icon
538
Unity Bancorp
UNTY
$554M
13 25 12 12.9%
SLDB icon
539
Solid Biosciences
SLDB
$738M
13 25 12 11.5%
MLN icon
540
VanEck Long Muni ETF
MLN
$661M
13 24 11 6.81%
ARDT
541
Ardent Health
ARDT
$1.49B
13 36 23 20.2%
IXP icon
542
iShares Global Comm Services ETF
IXP
$609M
13 19 6 4.26%
FYC icon
543
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.38B
13 24 11 28.6%
DJUL icon
544
FT Vest US Equity Deep Buffer ETF July
DJUL
$488M
13 22 9 10.2%
FLOC
545
Flowco Holdings
FLOC
$838M
13 35 22 28.4%
PDN icon
546
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$349M
13 18 5 11.7%
BSMS icon
547
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$329M
13 18 5 2.48%
BRBS icon
548
Blue Ridge Bankshares
BRBS
$352M
13 21 8 7.33%
VEL icon
549
Velocity Financial
VEL
$581M
13 22 9 18.9%
CLOZ icon
550
Panagram BBB-B CLO ETF
CLOZ
$783M
13 23 10 2.31%
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