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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
FSTA icon
601
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.43B
14 30 16 9.85%
HTLD icon
602
Heartland Express
HTLD
$979M
14 30 16 12.8%
PID icon
603
Invesco International Dividend Achievers ETF
PID
$917M
14 26 12 25.6%
BSJQ icon
604
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$866M
14 26 12 1.55%
REPL icon
605
Replimune Group
REPL
$1.42B
14 34 20 25.4%
WLDN icon
606
Willdan Group
WLDN
$1.29B
14 32 18 122%
IHE icon
607
iShares US Pharmaceuticals ETF
IHE
$1.65B
14 30 16 56.7%
SDOG icon
608
ALPS Sector Dividend Dogs ETF
SDOG
$1.45B
14 23 9 30.2%
LYTS icon
609
LSI Industries
LYTS
$912M
14 30 16 27.9%
IVOV icon
610
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.38B
14 21 7 22.3%
ACEL icon
611
Accel Entertainment
ACEL
$1.01B
14 26 12 16.2%
PHAT icon
612
Phathom Pharmaceuticals
PHAT
$743M
14 36 22 13.1%
FDLO icon
613
Fidelity Low Volatility Factor ETF
FDLO
$1.46B
14 27 13 20.7%
ABSI icon
614
Absci
ABSI
$1.62B
14 36 22 261%
VRIG icon
615
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
14 24 10 0.04%
SMBK icon
616
SmartFinancial
SMBK
$899M
14 26 12 69.7%
LGOV icon
617
First Trust Long Duration Opportunities ETF
LGOV
$625M
14 29 15 0.82%
CHI
618
Calamos Convertible Opportunities and Income Fund
CHI
$1.08B
14 21 7 11.8%
PHK
619
PIMCO High Income Fund
PHK
$865M
14 22 8 4.53%
PDO
620
PIMCO Dynamic Income Opportunities Fund
PDO
$1.84B
14 23 9 5.22%
DJUL icon
621
FT Vest US Equity Deep Buffer ETF July
DJUL
$459M
14 22 8 22.5%
NAK
622
Northern Dynasty Minerals
NAK
$930M
14 27 13 185%
XVV icon
623
iShares ESG Screened S&P 500 ETF
XVV
$682M
14 17 3 31.5%
CII icon
624
BlackRock Enhanced Captial and Income Fund
CII
$1.02B
14 20 6 23.3%
FAX
625
abrdn Asia-Pacific Income Fund
FAX
$600M
14 25 11 1.29%
23 24
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26 27