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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 ‘26
RFI
2201
Cohen & Steers Total Return Realty Fund
RFI
$306M
1 8 7 0.97%
BGT icon
2202
BlackRock Floating Rate Income Trust
BGT
$331M
1 9 8 4.22%
BKIE icon
2203
BNY Mellon International Equity ETF
BKIE
$1.34B
1 8 7 3.52%
LU icon
2204
Lufax Holding
LU
$1.14B
1 17 16 0.76%
BBLU icon
2205
EA Bridgeway Blue Chip ETF
BBLU
$466M
1 6 5 5.58%
PROK icon
2206
ProKidney
PROK
$382M
1 22 21 10.3%
PRQR icon
2207
ProQR Therapeutics
PRQR
$323M
1 12 11 23.1%
GTE icon
2208
Gran Tierra Energy
GTE
$349M
1 12 11 57.9%
TSI
2209
TCW Strategic Income Fund
TSI
$281M
1 6 5 2.22%
HPI
2210
John Hancock Preferred Income Fund
HPI
$425M
1 8 7 2.22%
FTSD icon
2211
Franklin Short Duration US Government ETF
FTSD
$317M
1 8 7 0.53%
JPRE icon
2212
JPMorgan Realty Income ETF
JPRE
$474M
1 10 9 0.96%
QVAL icon
2213
Alpha Architect US Quantitative Value ETF
QVAL
$629M
1 3 2 11.8%
TACO
2214
Berto Acquisition Corp
TACO
$393M
1 7 6 0.1%
PFLD icon
2215
AAM Low Duration Preferred and Income Securities ETF
PFLD
$404M
1 11 10 0.2%
RDAG
2216
Republic Digital Acquisition Co
RDAG
$390M
1 3 2 0.78%
NCA icon
2217
Nuveen California Municipal Value Fund
NCA
$300M
1 7 6 2.89%
NCV
2218
Virtus Convertible & Income Fund
NCV
$380M
1 9 8 4.32%
MFDX icon
2219
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$469M
1 5 4 2.38%
SDHY
2220
PGIM Short Duration High Yield Opportunities Fund
SDHY
$394M
1 7 6 2.56%
HVMC
2221
Highview Merger Corp
HVMC
$301M
1 3 2 0.69%
CRAQ
2222
Cal Redwood Acquisition Corp
CRAQ
$325M
1 2 1 0.58%
EVOX
2223
Evolution Global Acquisition Corp
EVOX
$323M
1 3 2 0.8%
WLKP icon
2224
Westlake Chemical Partners
WLKP
$762M
1 5 4 2.83%
HCMA
2225
HCM III Acquisition Corp
HCMA
$347M
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