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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 ‘26
BHRB icon
926
Burke & Herbert Financial Services Corp
BHRB
$1.38B
11 29 18 10%
VRIG icon
927
Invesco Variable Rate Investment Grade ETF
VRIG
$1.84B
11 28 17 0.04%
MMIT icon
928
NYLIM MacKay Muni Intermediate ETF
MMIT
$1.44B
11 23 12 5.35%
SPCE icon
929
Virgin Galactic
SPCE
$461M
11 34 23 25.1%
SVV icon
930
Savers
SVV
$1.44B
11 37 26 26.2%
PBYI icon
931
Puma Biotechnology
PBYI
$505M
11 29 18 53.1%
BCAL icon
932
Southern California Bancorp
BCAL
$688M
11 25 14 20.8%
CMCL icon
933
Caledonia Mining Corp
CMCL
$453M
11 26 15 3.67%
SHYM
934
iShares Short Duration High Yield Muni Active ETF
SHYM
$806M
11 28 17 3.68%
NMZ icon
935
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.91B
11 22 11 14.7%
BWMN icon
936
Bowman Consulting
BWMN
$738M
11 29 18 49.8%
ATS icon
937
ATS Corp
ATS
$1.8B
11 25 14 35.1%
STRT icon
938
STRATTEC Security
STRT
$265M
11 29 18 15%
IBMR icon
939
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$480M
11 19 8 2.8%
AURA icon
940
Aura Biosciences
AURA
$638M
11 23 12 8.07%
GII icon
941
State Street SPDR S&P Global Infrastructure ETF
GII
$906M
11 18 7 7.62%
DSP icon
942
Viant Technology
DSP
$258M
11 29 18 8.66%
BWFG icon
943
Bankwell Financial Group
BWFG
$521M
11 18 7 34.6%
COFS icon
944
Choiceone Financial
COFS
$490M
11 24 13 16.6%
GJAN icon
945
FT Vest US Equity Moderate Buffer ETF January
GJAN
$442M
11 19 8 9.93%
SPIR icon
946
Spire Global
SPIR
$436M
11 29 18 11.4%
NEXN
947
Nexxen International
NEXN
$509M
11 29 18 37%
CSHI icon
948
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.88B
11 19 8 0.16%
TAXF icon
949
American Century Diversified Municipal Bond ETF
TAXF
$660M
11 16 5 6.13%
PIZ icon
950
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$665M
11 19 8 7.94%
36 37
38
39 40