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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 Dec ‘24
ECAT icon
1301
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.57B
7 14 7 3.48%
ACHV icon
1302
Achieve Life Sciences
ACHV
$744M
7 11 4 106%
FDHY icon
1303
Fidelity High Yield Factor ETF
FDHY
$585M
7 10 3 1.87%
ESCA icon
1304
Escalade
ESCA
$287M
7 9 2 45.8%
BUFB icon
1305
Innovator Laddered Allocation Buffer ETF
BUFB
$331M
7 14 7 25.1%
FFA
1306
First Trust Enhanced Equity Income Fund
FFA
$473M
7 8 1 14.2%
OBT icon
1307
Orange County Bancorp
OBT
$524M
7 10 3 40.7%
BIOA
1308
BioAge Labs
BIOA
$479M
7 36 29 80.1%
EDD
1309
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$374M
7 12 5 28%
BDSX icon
1310
Biodesix
BDSX
$251M
7 17 10 22.3%
UAN icon
1311
CVR Partners
UAN
$1.26B
7 11 4 56.4%
KMLM icon
1312
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$413M
7 17 10 2.49%
DMBS icon
1313
DoubleLine Mortgage ETF
DMBS
$705M
7 12 5 0.71%
TAFI icon
1314
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.37B
7 10 3 0.52%
SMTI icon
1315
Sanara MedTech
SMTI
$314M
7 9 2 2.89%
AGOX icon
1316
Adaptive Alpha Opportunities ETF
AGOX
$394M
7 8 1 27.9%
ADME icon
1317
Aptus Behavioral Momentum ETF
ADME
$309M
7 9 2 22.5%
THNQ icon
1318
ROBO Global Artificial Intelligence ETF
THNQ
$465M
7 13 6 92.6%
DMAC icon
1319
DiaMedica Therapeutics
DMAC
$364M
7 12 5 24.3%
HAWX icon
1320
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$358M
7 10 3 44.4%
AUSF icon
1321
Global X Adaptive US Factor ETF
AUSF
$915M
7 9 2 24.4%
HYFI icon
1322
AB High Yield ETF
HYFI
$331M
7 11 4 0.95%
FLCH icon
1323
Franklin FTSE China ETF
FLCH
$327M
7 10 3 17.1%
FDV icon
1324
Federated Hermes US Strategic Dividend ETF
FDV
$905M
7 11 4 26.5%
EQIN
1325
Columbia U.S. Equity Income ETF
EQIN
$317M
7 11 4 23.1%
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