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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
SETM icon
2001
Sprott Energy Transition Materials ETF
SETM
$595M
2 2 0 121%
BKUI icon
2002
BNY Mellon Ultra Short Income ETF
BKUI
$581M
2 2 0 0.14%
BUSA icon
2003
Brandes US Value ETF
BUSA
$320M
2 4 2 32.5%
ELLO icon
2004
Ellomay Capital Ltd
ELLO
$272M
2 2 0 21.5%
SIXA icon
2005
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$539M
2 3 1 30.2%
AHG
2006
Akso Health Group
AHG
$1.26B
2 2 0 8.09%
HFSI
2007
Hartford Strategic Income ETF
HFSI
$1.09B
2 3 1 1.92%
TOP icon
2008
TOP Financial Group
TOP
$1.34B
2 3 1 41.7%
RSPA
2009
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$1.06B
2 4 2 8.89%
MPRO icon
2010
Monarch ProCap Index ETF
MPRO
$257M
2 3 1 13.8%
AXG
2011
Solowin Holdings
AXG
$541M
2 4 2 69.7%
IWLG icon
2012
IQ Winslow Large Cap Growth ETF
IWLG
$327M
2 3 1 21.4%
JEMB
2013
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
$437M
2 2 0 6.79%
PABD icon
2014
iShares Paris-Aligned Climate Optimized MSCI World ex USA ETF
PABD
$341M
2 2 0 39.9%
BAFE
2015
Brown Advisory Flexible Equity ETF
BAFE
$1.76B
2 2 0 21.2%
MFSV
2016
MFS Active Value ETF
MFSV
$573M
2 2 0 26.4%
FEOE
2017
First Eagle Overseas Equity ETF
FEOE
$1.63B
2 2 0 61.3%
BGDV
2018
Bahl & Gaynor Dividend ETF
BGDV
$829M
2 2 0 30.3%
QLTI
2019
GMO International Quality ETF
QLTI
$299M
2 2 0 22.2%
ZAP
2020
Global X U.S. Electrification ETF
ZAP
$473M
2 2 0 35.6%
LIT icon
2021
Global X Lithium & Battery Tech ETF
LIT
$1.61B
1 47 46 84.4%
CERT icon
2022
Certara
CERT
$1.22B
1 43 42 24.8%
IART icon
2023
Integra LifeSciences
IART
$1.35B
1 41 40 23.4%
PD icon
2024
PagerDuty
PD
$876M
1 32 31 37.8%
HSTM icon
2025
HealthStream
HSTM
$829M
1 31 30 10.8%
79 80
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