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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
DPG
1426
Duff & Phelps Utility and Infrastructure Fund
DPG
$531M
6 11 5 26.1%
PDLB icon
1427
Ponce Financial Group
PDLB
$501M
6 12 6 59.2%
JEMA icon
1428
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.69B
6 15 9 65.7%
FDM icon
1429
First Trust Dow Jones Select MicroCap Index Fund
FDM
$272M
6 10 4 39.8%
JGH icon
1430
Nuveen Global High Income Fund
JGH
$356M
6 12 6 1.48%
DBJP icon
1431
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$727M
6 12 6 57.4%
ATLO icon
1432
AMES National
ATLO
$282M
6 12 6 94.1%
AMZA icon
1433
InfraCap MLP ETF
AMZA
$478M
6 15 9 16.3%
IDOG icon
1434
ALPS International Sector Dividend Dogs ETF
IDOG
$563M
6 9 3 52.4%
FOSL icon
1435
Fossil Group
FOSL
$325M
6 14 8 229%
USMF icon
1436
WisdomTree US Multifactor Fund
USMF
$306M
6 16 10 9.4%
CLOZ icon
1437
Panagram BBB-B CLO ETF
CLOZ
$806M
6 19 13 2.26%
MYN icon
1438
BlackRock MuniYield New York Quality Fund
MYN
$379M
6 11 5 1.98%
DGT icon
1439
State Street SPDR Global Dow ETF
DGT
$630M
6 13 7 45.6%
NCA icon
1440
Nuveen California Municipal Value Fund
NCA
$305M
6 16 10 8.88%
CSB icon
1441
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$268M
6 12 6 14.1%
CDL icon
1442
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$408M
6 11 5 23.6%
FDBC icon
1443
Fidelity D&D Bancorp
FDBC
$320M
6 7 1 12.8%
RAVI icon
1444
FlexShares Ultra-Short Income Fund
RAVI
$1.5B
6 13 7 0.12%
NODK icon
1445
NI Holdings
NODK
$318M
6 8 2 0.64%
SCM icon
1446
Stellus Capital Investment Corp
SCM
$250M
6 13 7 36.1%
GCBC icon
1447
Greene County Bancorp
GCBC
$600M
6 12 6 27.1%
HTAB icon
1448
Hartford Schroders Tax-Aware Bond ETF
HTAB
$291M
6 9 3 1.91%
MTA
1449
Metalla Royalty & Streaming
MTA
$851M
6 12 6 263%
SOR
1450
Source Capital
SOR
$383M
6 14 8 7.04%
56 57
58
59 60