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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
BORR
676
Borr Drilling
BORR
$1.25B
13 41 28 3.59%
DMLP icon
677
Dorchester Minerals
DMLP
$1.35B
13 27 14 17.2%
SVRA icon
678
Savara
SVRA
$1.08B
13 31 18 71.7%
PFM icon
679
Invesco Dividend Achievers ETF
PFM
$814M
13 21 8 26.6%
IBMQ icon
680
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$663M
13 22 9 1.43%
TSHA icon
681
Taysha Gene Therapies
TSHA
$1.92B
13 28 15 246%
FSMB icon
682
First Trust Short Duration Managed Municipal ETF
FSMB
$628M
13 22 9 0.71%
SNDL icon
683
Sundial Growers
SNDL
$311M
13 30 17 30.2%
URG
684
Ur-Energy
URG
$533M
13 27 14 16.5%
FVAL icon
685
Fidelity Value Factor ETF
FVAL
$1.38B
13 21 8 35.6%
ESQ icon
686
Esquire Financial Holdings
ESQ
$1.61B
13 24 11 65.6%
EOS
687
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
13 23 10 7.31%
BHRB icon
688
Burke & Herbert Financial Services Corp
BHRB
$1.48B
13 19 6 17.4%
PFN
689
PIMCO Income Strategy Fund II
PFN
$706M
13 23 10 4.83%
AVES icon
690
Avantis Emerging Markets Value ETF
AVES
$1.49B
13 19 6 41.8%
PINE
691
Alpine Income Property Trust
PINE
$346M
13 22 9 17.2%
TRIN icon
692
Trinity Capital Inc.
TRIN
$1.73B
13 29 16 27.4%
PBYI icon
693
Puma Biotechnology
PBYI
$450M
13 28 15 186%
MMIT icon
694
IQ MacKay Municipal Intermediate ETF
MMIT
$1.48B
13 21 8 0.42%
CARE icon
695
Carter Bankshares
CARE
$749M
13 21 8 85.8%
BMEZ icon
696
BlackRock Health Sciences Trust II
BMEZ
$1.01B
13 24 11 12.8%
PCN
697
PIMCO Corporate & Income Strategy Fund
PCN
$891M
13 19 6 11.9%
PBT
698
Permian Basin Royalty Trust
PBT
$1.56B
13 22 9 202%
AURA icon
699
Aura Biosciences
AURA
$802M
13 22 9 6.93%
DJCO icon
700
Daily Journal
DJCO
$828M
13 16 3 5.85%
26 27
28
29 30