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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 ‘26
IBTP
1101
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$305M
10 13 3 2.4%
NWAX
1102
New America Acquisition I Corp
NWAX
$505M
10 14 4 0.1%
GQRE icon
1103
Northern Trust Global Quality Real Estate ETF
GQRE
$416M
10 13 3 1.41%
DEXC
1104
Dimensional Emerging Markets ex China Core Equity ETF
DEXC
$318M
10 14 4 1.3%
IEAG
1105
Infinite Eagle Acquisition Corp
IEAG
$443M
10 12 2 0.59%
EMBX
1106
VanEck Emerging Markets Bond ETF
EMBX
$270M
10 16 6 0.72%
SVIV
1107
Spring Valley Acquisition Corp IV
SVIV
$312M
10 14 4 –
VBNK
1108
VersaBank
VBNK
$715M
10 13 3 4.95%
QDVO
1109
Amplify CWP Growth & Income ETF
QDVO
$751M
10 18 8 0.77%
DFVX icon
1110
Dimensional US Large Cap Vector ETF
DFVX
$552M
10 13 3 3.25%
CSPF
1111
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$316M
10 12 2 0.92%
MSTU
1112
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$599M
10 17 7 106%
KF
1113
Korea Fund
KF
$280M
10 12 2 10.5%
ATFV icon
1114
Alger 35 ETF
ATFV
$460M
10 17 7 2.75%
RVI
1115
Robinhood Ventures Fund I
RVI
$809M
10 17 7 9.4%
KORU icon
1116
Direxion Daily MSCI South Korea Bull 3X ETF
KORU
$1.73B
10 18 8 39%
BKMS
1117
BNY Mellon Municipal Short Duration ETF
BKMS
$427M
10 14 4 0.78%
ASTX
1118
Tradr 2X Long ASTS Daily ETF
ASTX
$302M
10 12 2 54.9%
STRA icon
1119
Strategic Education
STRA
$1.81B
9 46 37 6.29%
IWC icon
1120
iShares Micro-Cap ETF
IWC
$1.47B
9 38 29 2.43%
SMA
1121
SmartStop Self Storage REIT
SMA
$1.81B
9 38 29 0.31%
TTI icon
1122
TETRA Technologies
TTI
$1.06B
9 37 28 37.1%
UAMY icon
1123
United States Antimony
UAMY
$814M
9 53 44 25.1%
NUV icon
1124
Nuveen Municipal Value Fund
NUV
$1.86B
9 23 14 3.9%
SCL icon
1125
Stepan Co
SCL
$1.41B
9 33 24 11.7%
43 44
45
46 47