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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
BTX
1126
BlackRock Technology and Private Equity Term Trust
BTX
$1.05B
3 24 21 43.5%
CCCC icon
1127
C4 Therapeutics
CCCC
$482M
3 26 23 145%
FQAL icon
1128
Fidelity Quality Factor ETF
FQAL
$1.46B
3 14 11 32.6%
RODM icon
1129
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
3 10 7 36.3%
SHE icon
1130
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$337M
3 8 5 40.7%
KRT icon
1131
Karat Packaging
KRT
$961M
3 7 4 81.5%
BJAN icon
1132
Innovator US Equity Buffer ETF January
BJAN
$349M
3 12 9 29.7%
DDEC icon
1133
FT Vest US Equity Deep Buffer ETF December
DDEC
$436M
3 11 8 23.3%
OFLX icon
1134
Omega Flex
OFLX
$306M
3 18 15 12.7%
INDY icon
1135
iShares S&P India Nifty 50 Index Fund
INDY
$563M
3 14 11 13.6%
DSGN icon
1136
Design Therapeutics
DSGN
$910M
3 13 10 277%
SFST icon
1137
Southern First Bancshares
SFST
$615M
3 9 6 97.1%
WSBF icon
1138
Waterstone Financial
WSBF
$380M
3 11 8 57.3%
NATR icon
1139
Nature's Sunshine
NATR
$277M
3 9 6 25.3%
EVCM icon
1140
EverCommerce
EVCM
$1.77B
3 16 13 0.5%
SVOL icon
1141
Simplify Volatility Premium ETF
SVOL
$536M
3 25 22 10.7%
ETB
1142
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$461M
3 10 7 14.9%
WTAI icon
1143
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$695M
3 14 11 128%
FET icon
1144
Forum Energy Technologies
FET
$929M
3 10 7 311%
RELL icon
1145
Richardson Electronics
RELL
$300M
3 8 5 83.1%
NTSX icon
1146
WisdomTree US Efficient Core Fund
NTSX
$1.41B
3 13 10 34.6%
FHTX icon
1147
Foghorn Therapeutics
FHTX
$402M
3 8 5 85.5%
PEO
1148
Adams Natural Resources Fund
PEO
$772M
3 13 10 20.8%
AGEN
1149
Agenus
AGEN
$311M
3 17 14 358%
CRVS icon
1150
Corvus Pharmaceuticals
CRVS
$1.27B
3 16 13 374%
44 45
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