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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
DWAS icon
1651
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$455M
1 12 11 40.8%
HEZU icon
1652
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$590M
1 20 19 23.5%
FDRR icon
1653
Fidelity Dividend ETF for Rising Rates
FDRR
$764M
1 8 7 29.3%
LCNB icon
1654
LCNB Corp
LCNB
$283M
1 7 6 36.6%
ETON icon
1655
Eton Pharmaceutcials
ETON
$1.68B
1 26 25 313%
HYEM icon
1656
VanEck Emerging Markets High Yield Bond ETF
HYEM
$528M
1 16 15 1.26%
CLOZ icon
1657
Panagram BBB-B CLO ETF
CLOZ
$806M
1 22 21 1.46%
CET
1658
Central Securities Corp
CET
$1.63B
1 8 7 15.3%
FFLC icon
1659
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.24B
1 13 12 24.4%
ISMD icon
1660
Inspire Small/Mid Cap Impact ETF
ISMD
$347M
1 10 9 42.6%
EFT
1661
Eaton Vance Floating-Rate Income Trust
EFT
$289M
1 8 7 12.7%
NWFL icon
1662
Norwood Financial Corp
NWFL
$376M
1 8 7 33.8%
FMF icon
1663
First Trust Managed Futures Strategy Fund
FMF
$259M
1 8 7 12.2%
VKI icon
1664
Invesco Advantage Municipal Income Trust II
VKI
$405M
1 6 5 8.96%
AVSU icon
1665
Avantis Responsible US Equity ETF
AVSU
$491M
1 6 5 32.5%
GHY
1666
PGIM Global High Yield Fund
GHY
$478M
1 9 8 12.9%
OVLY icon
1667
Oak Valley Bancorp
OVLY
$287M
1 9 8 25.1%
DJD icon
1668
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$495M
1 10 9 23.6%
BUI icon
1669
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$726M
1 6 5 6.17%
KWY
1670
Kingsway Corp
KWY
$285M
1 13 12 26.6%
JGH icon
1671
Nuveen Global High Income Fund
JGH
$352M
1 11 10 3.09%
SOHU
1672
Sohu.com
SOHU
$378M
1 10 9 8.94%
RZV icon
1673
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$308M
1 8 7 46.2%
SMC
1674
Summit Midstream
SMC
$482M
1 22 21 42.5%
TMQ
1675
Trilogy Metals
TMQ
$646M
1 13 12 177%
65 66
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68 69