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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 Jun ‘25
SSYS icon
601
Stratasys
SSYS
$762M
9 23 14 24.2%
FNOV icon
602
FT Vest US Equity Buffer ETF November
FNOV
$1.26B
9 18 9 20.6%
ISCG icon
603
iShares Morningstar Small-Cap Growth ETF
ISCG
$971M
9 22 13 25.1%
GIC icon
604
Global Industrial
GIC
$1.66B
9 23 14 61.5%
SBR
605
Sabine Royalty Trust
SBR
$1.03B
9 15 6 5.59%
JVAL icon
606
JPMorgan US Value Factor ETF
JVAL
$995M
9 17 8 32.7%
NFJ
607
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.4B
9 18 9 21.9%
ATS icon
608
ATS Corp
ATS
$1.79B
9 21 12 42.7%
AWF
609
AllianceBernstein Global High Income Fund
AWF
$830M
9 18 9 12.7%
SRTA
610
Strata Critical Medical Inc
SRTA
$418M
9 29 20 17.4%
PRTH icon
611
Priority Technology Holdings
PRTH
$642M
9 28 19 0%
RLY icon
612
State Street Multi-Asset Real Return ETF
RLY
$1.39B
9 17 8 25.1%
FIIG icon
613
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$622M
9 14 5 6.48%
III icon
614
Information Services Group
III
$276M
9 22 13 18.8%
NUEM icon
615
Nuveen ESG Emerging Markets Equity ETF
NUEM
$435M
9 14 5 29.7%
VUZI icon
616
Vuzix
VUZI
$252M
9 34 25 2.05%
JHML icon
617
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
9 14 5 22.7%
SHYM
618
iShares Short Duration High Yield Muni Active ETF
SHYM
$811M
9 28 19 4.39%
LAW icon
619
CS Disco
LAW
$271M
9 21 12 4.35%
EXI icon
620
iShares Global Industrials ETF
EXI
$1.46B
9 18 9 16.4%
IDLV icon
621
Invesco S&P International Developed Low Volatility ETF
IDLV
$318M
9 16 7 2.57%
PML
622
PIMCO Municipal Income Fund II
PML
$436M
9 19 10 12.1%
SPIR icon
623
Spire Global
SPIR
$435M
9 23 14 6.64%
BBAG icon
624
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
9 15 6 5.48%
NTSX icon
625
WisdomTree US Efficient Core Fund
NTSX
$1.37B
9 16 7 17.6%
23 24
25
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