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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
BRBS icon
2201
Blue Ridge Bankshares
BRBS
$355M
1 11 10 12.2%
BHK icon
2202
BlackRock Core Bond Trust
BHK
$646M
1 16 15 2.51%
FHTX icon
2203
Foghorn Therapeutics
FHTX
$292M
1 15 14 0.82%
SPEU icon
2204
State Street SPDR Portfolio Europe ETF
SPEU
$738M
1 12 11 3.46%
DRLL icon
2205
Strive US Energy ETF
DRLL
$314M
1 12 11 23.4%
TPLC icon
2206
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$313M
1 8 7 0.46%
VNM icon
2207
VanEck Vietnam ETF
VNM
$525M
1 16 15 1.68%
VFQY icon
2208
Vanguard US Quality Factor ETF
VFQY
$508M
1 7 6 3.89%
KBDC
2209
Kayne Anderson BDC
KBDC
$888M
1 17 16 0.59%
CMBS icon
2210
iShares CMBS ETF
CMBS
$470M
1 10 9 0.97%
PTRB icon
2211
PGIM Total Return Bond ETF
PTRB
$1.16B
1 11 10 1.81%
CEPV
2212
Cantor Equity Partners V
CEPV
$330M
1 5 4 0.68%
JANW icon
2213
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$352M
1 7 6 2.12%
FTHY
2214
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$487M
1 10 9 3.28%
AGRO icon
2215
Adecoagro
AGRO
$1.7B
1 29 28 23.2%
ESPO icon
2216
VanEck Video Gaming and eSports ETF
ESPO
$254M
1 10 9 9.06%
DPG
2217
Duff & Phelps Utility and Infrastructure Fund
DPG
$509M
1 8 7 4.78%
FMF icon
2218
First Trust Managed Futures Strategy Fund
FMF
$276M
1 16 15 1.96%
AWP
2219
abrdn Global Premier Properties Fund
AWP
$354M
1 10 9 3.21%
PBFS icon
2220
Pioneer Bancorp
PBFS
$448M
1 6 5 8.61%
RFI
2221
Cohen & Steers Total Return Realty Fund
RFI
$302M
1 8 7 0.35%
BKIE icon
2222
BNY Mellon International Equity ETF
BKIE
$1.37B
1 8 7 4.03%
BGT icon
2223
BlackRock Floating Rate Income Trust
BGT
$329M
1 9 8 3.47%
LU icon
2224
Lufax Holding
LU
$1.08B
1 17 16 5.3%
BBLU icon
2225
EA Bridgeway Blue Chip ETF
BBLU
$465M
1 6 5 5.27%
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