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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
MINO icon
601
PIMCO Municipal Income Opportunities Active ETF
MINO
$755M
8 16 8 0.89%
CBLL
602
CeriBell Inc
CBLL
$897M
8 25 17 21.6%
XBIL icon
603
US Treasury 6 Month Bill ETF
XBIL
$745M
8 21 13 0.14%
FNLC icon
604
First Bancorp
FNLC
$406M
8 12 4 45.6%
FVR
605
FrontView REIT
FVR
$489M
8 21 13 56.2%
ELDN icon
606
Eledon Pharmaceuticals
ELDN
$293M
8 18 10 11.8%
ABX
607
Abacus Global Management
ABX
$842M
8 19 11 15%
BWFG icon
608
Bankwell Financial Group
BWFG
$544M
8 10 2 126%
TECX
609
Tectonic Therapeutic
TECX
$702M
8 30 22 103%
ABAT icon
610
American Battery Technology Co
ABAT
$349M
8 25 17 149%
TWIN icon
611
Twin Disc
TWIN
$350M
8 12 4 220%
BUFB icon
612
Innovator Laddered Allocation Buffer ETF
BUFB
$330M
8 13 5 28.3%
OBT icon
613
Orange County Bancorp
OBT
$526M
8 12 4 67.6%
WDI
614
Western Asset Diversified Income Fund
WDI
$687M
8 14 6 8.44%
OSEA icon
615
Harbor International Compounders ETF
OSEA
$493M
8 13 5 16.6%
AVSD icon
616
Avantis Responsible International Equity ETF
AVSD
$368M
8 11 3 39.5%
JUCY icon
617
Aptus Enhanced Yield ETF
JUCY
$328M
8 13 5 3.42%
IBHI icon
618
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$500M
8 10 2 0.6%
PTL icon
619
Inspire 500 ETF
PTL
$911M
8 14 6 41.9%
NPCT icon
620
Nuveen Core Plus Impact Fund
NPCT
$283M
8 13 5 7.95%
JMHI icon
621
JPMorgan High Yield Municipal ETF
JMHI
$294M
8 12 4 1.37%
UFO icon
622
Procure Space ETF
UFO
$640M
8 10 2 122%
EVSM icon
623
Eaton Vance Short Duration Municipal Income ETF
EVSM
$788M
8 10 2 0.76%
CAOS icon
624
Alpha Architect Tail Risk ETF
CAOS
$694M
8 12 4 2.79%
PDBA icon
625
Invesco Agriculture Commodity Strategy No K-1 ETF
PDBA
$309M
8 11 3 5.18%
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