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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 ‘25
TBLD
1226
Thornburg Income Builder Opportunities Trust
TBLD
$648M
4 9 5 3.01%
POWR
1227
iShares U.S. Power Infrastructure ETF
POWR
$444M
4 9 5 4.34%
HLAL icon
1228
Wahed FTSE USA Shariah ETF
HLAL
$987M
4 8 4 41.3%
NBOS icon
1229
Neuberger Option Strategy ETF
NBOS
$572M
4 7 3 9.98%
NUGT icon
1230
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1,000M
4 15 11 97.8%
CUB
1231
Lionheart Holdings
CUB
$285M
4 6 2 3.9%
PPIH
1232
Perma-Pipe International
PPIH
$261M
4 9 5 39.3%
DINT icon
1233
Davis Select International ETF
DINT
$267M
4 5 1 7.97%
TEQI icon
1234
T. Rowe Price Equity Income ETF
TEQI
$477M
4 5 1 19.2%
UMI icon
1235
USCF Midstream Energy Income Fund
UMI
$507M
4 9 5 13.1%
IMRX icon
1236
Immuneering
IMRX
$263M
4 11 7 20.8%
KMDA icon
1237
Kamada
KMDA
$480M
4 7 3 7.23%
TACK icon
1238
Fairlead Tactical Sector ETF
TACK
$288M
4 8 4 11.7%
BRTR icon
1239
BlackRock Total Return ETF
BRTR
$770M
4 6 2 5.64%
DUBS icon
1240
Aptus Large Cap Enhanced Yield ETF
DUBS
$423M
4 9 5 27.8%
XFIV icon
1241
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$337M
4 10 6 5.63%
FPAG icon
1242
FPA Global Equity ETF
FPAG
$620M
4 4 0 20%
LND
1243
BrasilAgro
LND
$350M
4 8 4 8.36%
TBG icon
1244
TBG Dividend Focus ETF
TBG
$274M
4 10 6 12.7%
CCEC
1245
Capital Clean Energy Carriers
CCEC
$1.26B
4 5 1 10.2%
VALN
1246
Valneva
VALN
$544M
4 4 0 1.23%
MSSM
1247
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$692M
4 7 3 23.7%
SDSI icon
1248
American Century Short Duration Strategic Income ETF
SDSI
$301M
4 5 1 1.84%
EBI
1249
The RBB Fund Trust Longview Advantage ETF
EBI
$685M
4 4 0 30.2%
LRGC icon
1250
AB US Large Cap Strategic Equities ETF
LRGC
$1.37B
4 6 2 21%
48 49
50
51 52