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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
XFLT
1026
XAI Floating Rate & Alternative Income Trust
XFLT
$293M
4 17 13 34.9%
FVCB icon
1027
FVCBankcorp
FVCB
$341M
4 10 6 79.3%
NNBR icon
1028
NN Inc
NNBR
$300M
4 7 3 60.6%
ARKX icon
1029
ARK Space & Defense Innovation ETF
ARKX
$857M
4 13 9 94.8%
HYBL icon
1030
State Street Blackstone High Income ETF
HYBL
$575M
4 9 5 0.43%
BCD icon
1031
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$414M
4 12 8 8.26%
MYFW icon
1032
First Western Financial
MYFW
$308M
4 6 2 60.8%
BGR icon
1033
BlackRock Energy and Resources Trust
BGR
$426M
4 11 7 23.2%
ESCA icon
1034
Escalade
ESCA
$286M
4 4 0 35.8%
FDM icon
1035
First Trust Dow Jones Select MicroCap Index Fund
FDM
$272M
4 6 2 53.2%
PBFS icon
1036
Pioneer Bancorp
PBFS
$419M
4 9 5 48.1%
MCI
1037
Barings Corporate Investors
MCI
$342M
4 7 3 29.1%
CAPL icon
1038
CrossAmerica Partners
CAPL
$889M
4 8 4 5.21%
MMD
1039
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$282M
4 13 9 0.46%
FLTB icon
1040
Fidelity Limited Term Bond ETF
FLTB
$435M
4 10 6 0.08%
AVSF icon
1041
Avantis Short-Term Fixed Income ETF
AVSF
$654M
4 8 4 0.71%
SKYH icon
1042
Sky Harbour Group
SKYH
$367M
4 7 3 18.1%
PFLD icon
1043
AAM Low Duration Preferred and Income Securities ETF
PFLD
$408M
4 11 7 3.27%
SYFI
1044
AB Short Duration High Yield ETF
SYFI
$939M
4 9 5 0.42%
NB
1045
NioCorp Developments
NB
$747M
4 11 7 160%
SCM icon
1046
Stellus Capital Investment Corp
SCM
$251M
4 12 8 37.1%
HTAB icon
1047
Hartford Schroders Tax-Aware Bond ETF
HTAB
$291M
4 8 4 0.99%
CTGO icon
1048
Contango Silver & Gold Inc
CTGO
$644M
4 10 6 88.3%
ISSC icon
1049
Innovative Solutions & Support
ISSC
$393M
4 11 7 249%
HELP
1050
Cybin Inc
HELP
$732M
4 13 9 86.3%
40 41
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43 44