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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
XVV icon
751
iShares ESG Screened S&P 500 ETF
XVV
$690M
10 17 7 14.9%
TV icon
752
Televisa
TV
$1.21B
10 24 14 14.9%
IBMR icon
753
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$493M
10 16 6 3.06%
VOYG
754
Voyager Technologies
VOYG
$1.83B
10 44 34 0.81%
FRBA icon
755
First Bank
FRBA
$438M
10 15 5 8.59%
DJCO icon
756
Daily Journal
DJCO
$896M
10 25 15 39.8%
BBH icon
757
VanEck Biotech ETF
BBH
$479M
10 13 3 44.9%
QDEC icon
758
FT Vest Growth-100 Buffer ETF December
QDEC
$696M
10 15 5 19.3%
CRVS icon
759
Corvus Pharmaceuticals
CRVS
$898M
10 23 13 44.9%
RXT icon
760
Rackspace Technology
RXT
$986M
10 24 14 174%
TLTW icon
761
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.65B
10 19 9 15.1%
BILZ icon
762
PIMCO Ultra Short Government Active ETF
BILZ
$858M
10 16 6 0.51%
HGTY icon
763
Hagerty
HGTY
$1.53B
10 18 8 14.5%
QDEF icon
764
Northern Trust Quality Dividend Defensive ETF
QDEF
$550M
10 10 0 12.8%
NIE
765
Virtus Equity & Convertible Income Fund
NIE
$689M
10 14 4 1.04%
RHLD
766
Resolute Holdings Management
RHLD
$899M
10 22 12 59.3%
MYFW icon
767
First Western Financial
MYFW
$290M
10 20 10 29%
FFLC icon
768
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.22B
10 19 9 15.2%
BSMU icon
769
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$276M
10 14 4 4.61%
FMAO icon
770
Farmers & Merchants Bancorp
FMAO
$488M
10 19 9 41.8%
GLAD icon
771
Gladstone Capital
GLAD
$433M
10 16 6 12.3%
NWFL icon
772
Norwood Financial Corp
NWFL
$368M
10 15 5 32.8%
JEMA icon
773
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.82B
10 17 7 34.9%
HAUZ icon
774
Xtrackers International Real Estate ETF
HAUZ
$994M
10 20 10 11.4%
IPKW icon
775
Invesco International BuyBack Achievers ETF
IPKW
$545M
10 15 5 12.4%
29 30
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32 33