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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 Sep ‘25
SPFI icon
1451
South Plains Financial
SPFI
$804M
4 17 13 10.5%
IGPT icon
1452
Invesco AI and Next Gen Software ETF
IGPT
$1.47B
4 14 10 91.7%
NECB icon
1453
Northeast Community Bancorp
NECB
$363M
4 16 12 28.3%
FFC
1454
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$710M
4 13 9 12.8%
GNE icon
1455
Genie Energy
GNE
$427M
4 22 18 8.63%
XSVM icon
1456
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$597M
4 14 10 18.2%
ITIC
1457
Investors Title Co
ITIC
$554M
4 16 12 9.63%
MHD icon
1458
BlackRock MuniHoldings Fund
MHD
$528M
4 11 7 13.8%
ETG
1459
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.76B
4 12 8 8.99%
KSA icon
1460
iShares MSCI Saudi Arabia ETF
KSA
$590M
4 26 22 10%
VTEX icon
1461
VTEX
VTEX
$630M
4 31 27 13%
PSNL icon
1462
Personalis
PSNL
$1.76B
4 20 16 152%
SMOT icon
1463
VanEck Morningstar SMID Moat ETF
SMOT
$307M
4 9 5 5.18%
BBCP icon
1464
Concrete Pumping Holdings
BBCP
$496M
4 13 9 39.7%
LEO
1465
BNY Mellon Strategic Municipals
LEO
$341M
4 11 7 12.5%
CWBC
1466
Community West Bancshares
CWBC
$720M
4 10 6 27.4%
TSSI
1467
TSS Inc
TSSI
$276M
4 35 31 46.1%
KINS icon
1468
Kingstone Companies
KINS
$270M
4 21 17 26.8%
CBLL
1469
CeriBell Inc
CBLL
$954M
4 20 16 116%
PEJ icon
1470
Invesco Leisure and Entertainment ETF
PEJ
$358M
4 12 8 3.58%
WTBA icon
1471
West Bancorporation
WTBA
$504M
4 11 7 45.4%
DWAS icon
1472
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$414M
4 14 10 19.5%
ISTR icon
1473
Investar Holding Corp
ISTR
$406M
4 12 8 26.9%
AVK
1474
Advent Convertible and Income Fund
AVK
$509M
4 11 7 9.93%
HFRO
1475
Highland Opportunities and Income Fund
HFRO
$371M
4 16 12 5.83%
57 58
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60 61