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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 Mar ‘26
RZV icon
2126
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$308M
1 9 8 23.1%
HWBK icon
2127
Hawthorn Bancshares
HWBK
$275M
1 7 6 18.4%
TDVI icon
2128
FT Vest Technology Dividend Target Income ETF
TDVI
$564M
1 6 5 20.9%
HPI
2129
John Hancock Preferred Income Fund
HPI
$434M
1 8 7 2.55%
VHI icon
2130
Valhi
VHI
$459M
1 7 6 13.4%
SCM icon
2131
Stellus Capital Investment Corp
SCM
$250M
1 17 16 4.67%
MTLS
2132
Materialise
MTLS
$400M
1 9 8 40.1%
RDAG
2133
Republic Digital Acquisition Co
RDAG
$389M
1 8 7 1.47%
OYSE
2134
Oyster Enterprises II Acquisition Corp
OYSE
$351M
1 4 3 1.77%
FOF icon
2135
Cohen & Steers Closed End Opportunity Fund
FOF
$380M
1 8 7 7.17%
PBDC icon
2136
Putnam BDC Income ETF
PBDC
$305M
1 16 15 2.72%
CPZ
2137
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
$265M
1 6 5 0.66%
NCZ
2138
Virtus Convertible & Income Fund II
NCZ
$306M
1 12 11 20.5%
HYFI icon
2139
AB High Yield ETF
HYFI
$331M
1 7 6 0.05%
HAWX icon
2140
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$357M
1 10 9 13.4%
ROE icon
2141
Astoria US Quality Kings ETF
ROE
$282M
1 10 9 25.1%
KBWY icon
2142
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$309M
1 8 7 18.1%
DIAL icon
2143
Columbia Diversified Fixed Income Allocation ETF
DIAL
$388M
1 8 7 0.72%
CLOX icon
2144
Panagram AAA CLO ETF
CLOX
$323M
1 10 9 0.12%
VALU icon
2145
Value Line
VALU
$353M
1 5 4 6.46%
LUXE
2146
LuxExperience B.V.
LUXE
$1.05B
1 11 10 4.5%
GTOP
2147
Goldman Sachs Technology Opportunities ETF
GTOP
$735M
1 7 6 37.2%
ELCV
2148
Eventide High Dividend ETF
ELCV
$259M
1 8 7 11.6%
JCE icon
2149
Nuveen Core Equity Alpha Fund
JCE
$293M
1 7 6 16.8%
POLE
2150
Andretti Acquisition Corp II
POLE
$319M
1 6 5 1.6%
84 85
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87 88