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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
BRW
1501
Saba Capital Income & Opportunities Fund
BRW
$309M
2 10 8 24.7%
BSMU icon
1502
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$276M
2 9 7 2.65%
NBXG
1503
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.26B
2 12 10 9.45%
SGHT icon
1504
Sight Sciences
SGHT
$470M
2 12 10 107%
IDRV icon
1505
iShares Self-Driving EV and Tech ETF
IDRV
$283M
2 12 10 7.72%
EMHC icon
1506
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$300M
2 8 6 3.86%
NKSH icon
1507
National Bankshares
NKSH
$272M
2 9 7 56.8%
TPSC icon
1508
Timothy Plan US Small Cap Core ETF
TPSC
$364M
2 6 4 17.8%
BPRN icon
1509
Princeton Bancorp
BPRN
$298M
2 9 7 43.2%
SEIX icon
1510
Virtus SEIX Senior Loan ETF
SEIX
$289M
2 12 10 1.61%
PLBC icon
1511
Plumas Bancorp
PLBC
$435M
2 7 5 40.7%
CZFS icon
1512
Citizens Financial Services
CZFS
$389M
2 9 7 37.8%
CFO icon
1513
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$399M
2 7 5 9.76%
UJUL icon
1514
Innovator US Equity Ultra Buffer ETF July
UJUL
$302M
2 9 7 13%
SIZE icon
1515
iShares MSCI USA Size Factor ETF
SIZE
$421M
2 10 8 13.6%
PFLD icon
1516
AAM Low Duration Preferred and Income Securities ETF
PFLD
$381M
2 10 8 2.14%
GCBC icon
1517
Greene County Bancorp
GCBC
$583M
2 11 9 54.2%
SGU icon
1518
Star Group
SGU
$423M
2 5 3 10.1%
AEF
1519
abrdn Emerging Markets Equity Income Fund
AEF
$390M
2 8 6 61.6%
OSEA icon
1520
Harbor International Compounders ETF
OSEA
$401M
2 9 7 0.07%
MSTU
1521
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$808M
2 19 17 95%
USAS
1522
Americas Gold and Silver
USAS
$1.49B
2 13 11 119%
TSAT icon
1523
Telesat
TSAT
$731M
2 13 11 96.4%
DCRE icon
1524
DoubleLine Commercial Real Estate Debt ETF
DCRE
$456M
2 7 5 2.4%
KHPI
1525
Kensington Hedged Premium Income ETF
KHPI
$440M
2 10 8 2.65%
59 60
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62 63