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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
IBEX icon
1626
IBEX
IBEX
$579M
1 22 21 49.8%
BHB icon
1627
Bar Harbor Bankshares
BHB
$661M
1 14 13 31.7%
AGZ icon
1628
iShares Agency Bond ETF
AGZ
$627M
1 12 11 3.14%
BHRB icon
1629
Burke & Herbert Financial Services Corp
BHRB
$1.41B
1 19 18 17%
CHY
1630
Calamos Convertible and High Income Fund
CHY
$943M
1 14 13 6.64%
EOS
1631
Eaton Vance Enhance Equity Income Fund II
EOS
$1.14B
1 15 14 11.9%
RNGR icon
1632
Ranger Energy Services
RNGR
$366M
1 20 19 31.2%
GSBC icon
1633
Great Southern Bancorp
GSBC
$864M
1 13 12 34.9%
CLFD icon
1634
Clearfield
CLFD
$455M
1 21 20 22.9%
AIVL icon
1635
WisdomTree US AI Enhanced Value Fund
AIVL
$408M
1 7 6 13.8%
CLM icon
1636
Cornerstone Strategic Value Fund
CLM
$1.99B
1 17 16 21.4%
FDUS icon
1637
Fidus Investment
FDUS
$766M
1 17 16 4.65%
NAC icon
1638
Nuveen California Quality Municipal Income Fund
NAC
$1.6B
1 14 13 8.42%
FXN icon
1639
First Trust Energy AlphaDEX Fund
FXN
$369M
1 12 11 48.2%
FBIZ icon
1640
First Business Financial Services
FBIZ
$594M
1 14 13 40%
STXF
1641
Strive 500 ETF
STXF
$1.17B
1 12 11 24.2%
RDIV icon
1642
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.39B
1 11 10 19.4%
SMWB icon
1643
Similarweb
SMWB
$702M
1 21 20 1.53%
HIPO icon
1644
Hippo Holdings
HIPO
$851M
1 21 20 15.4%
EWH icon
1645
iShares MSCI Hong Kong ETF
EWH
$1.1B
1 19 18 8.61%
MG icon
1646
Mistras Group
MG
$658M
1 17 16 158%
CII icon
1647
BlackRock Enhanced Captial and Income Fund
CII
$1.05B
1 16 15 13%
DNOV icon
1648
FT Vest US Equity Deep Buffer ETF November
DNOV
$405M
1 8 7 18.2%
EWI icon
1649
iShares MSCI Italy ETF
EWI
$1.07B
1 23 22 19.2%
DDEC icon
1650
FT Vest US Equity Deep Buffer ETF December
DDEC
$441M
1 13 12 16.8%
64 65
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67 68