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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
ALTI icon
1551
AlTi Global
ALTI
$458M
5 13 8 6.12%
YALA
1552
Yalla Group
YALA
$818M
5 8 3 32.8%
FUNC icon
1553
First United
FUNC
$297M
5 9 4 36.4%
OBIL icon
1554
US Treasury 12 Month Bill ETF
OBIL
$307M
5 10 5 0.06%
KBWY icon
1555
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$310M
5 13 8 1.34%
CPZ
1556
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
$269M
5 8 3 7.69%
BGH
1557
Barings Global Short Duration High Yield Fund
BGH
$286M
5 7 2 7.64%
OSCV icon
1558
Opus Small Cap Value ETF
OSCV
$714M
5 14 9 16.7%
JPRE icon
1559
JPMorgan Realty Income ETF
JPRE
$479M
5 11 6 12.8%
SKOR icon
1560
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$739M
5 11 6 0.92%
RIV
1561
RiverNorth Opportunities Fund
RIV
$309M
5 9 4 1.83%
IMTB icon
1562
iShares Core 5-10 Year USD Bond ETF
IMTB
$276M
5 10 5 1.74%
HEPS
1563
D-Market Electronic Services & Trading
HEPS
$1.02B
5 16 11 5.94%
FFLG icon
1564
Fidelity Fundamental Large Cap Growth ETF
FFLG
$626M
5 7 2 34.9%
FCPI icon
1565
Fidelity Stocks for Inflation ETF
FCPI
$285M
5 9 4 31.3%
JUNW icon
1566
AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
$375M
5 12 7 16.6%
JMHI icon
1567
JPMorgan High Yield Municipal ETF
JMHI
$294M
5 9 4 0.86%
RMBI icon
1568
Richmond Mutual Bancorp
RMBI
$258M
5 9 4 13.9%
HLAL icon
1569
Wahed FTSE USA Shariah ETF
HLAL
$962M
5 8 3 39.5%
CBIO
1570
Crescent Biopharma
CBIO
$614M
5 16 11 33.7%
JHEM icon
1571
John Hancock Multifactor Emerging Markets ETF
JHEM
$1.03B
5 7 2 54%
JSTC icon
1572
Adasina Social Justice All Cap Global ETF
JSTC
$308M
5 6 1 27%
KARO icon
1573
Karooooo
KARO
$1.95B
5 10 5 40.1%
BSJU icon
1574
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$315M
5 6 1 0.7%
ASMB icon
1575
Assembly Biosciences
ASMB
$590M
5 10 5 88.5%
61 62
63
64 65