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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
PBFS icon
2301
Pioneer Bancorp
PBFS
$419M
0 5 5 1.52%
AWP
2302
abrdn Global Premier Properties Fund
AWP
$309M
0 9 9 15.5%
BKIE icon
2303
BNY Mellon International Equity ETF
BKIE
$1.31B
0 8 8 1.49%
NBB icon
2304
Nuveen Taxable Municipal Income Fund
NBB
$413M
0 5 5 10.9%
OIA icon
2305
Invesco Municipal Income Opportunities Trust
OIA
$273M
0 8 8 8.21%
USMF icon
2306
WisdomTree US Multifactor Fund
USMF
$270M
0 6 6 2.42%
YLD icon
2307
Principal Active High Yield ETF
YLD
$610M
0 9 9 4.09%
GTE icon
2308
Gran Tierra Energy
GTE
$367M
0 12 12 65.9%
FCRS
2309
FutureCrest Acquisition Corp
FCRS
$367M
0 7 7 0.87%
NBSD
2310
Neuberger Short Duration Income ETF
NBSD
$1.53B
0 9 9 1.01%
JGH icon
2311
Nuveen Global High Income Fund
JGH
$325M
0 10 10 9.35%
VKI icon
2312
Invesco Advantage Municipal Income Trust II
VKI
$339M
0 9 9 19.4%
JPRE icon
2313
JPMorgan Realty Income ETF
JPRE
$449M
0 9 9 6.29%
PFLD icon
2314
AAM Low Duration Preferred and Income Securities ETF
PFLD
$378M
0 10 10 2.1%
KBWP icon
2315
Invesco KBW Property & Casualty Insurance ETF
KBWP
$277M
0 12 12 1.96%
NCV
2316
Virtus Convertible & Income Fund
NCV
$345M
0 8 8 13.2%
NCA icon
2317
Nuveen California Municipal Value Fund
NCA
$273M
0 6 6 11.6%
SDHY
2318
PGIM Short Duration High Yield Opportunities Fund
SDHY
$375M
0 6 6 7.38%
THD icon
2319
iShares MSCI Thailand ETF
THD
$427M
0 14 14 0.71%
SOR
2320
Source Capital
SOR
$372M
0 7 7 1.61%
DSAC
2321
Daedalus Special Acquisition Corp
DSAC
$344M
0 6 6 0.2%
GIW
2322
GigCapital8
GIW
$371M
0 4 4 0.99%
QQH icon
2323
HCM Defender 100 Index ETF
QQH
$809M
0 8 8 5.54%
VALU icon
2324
Value Line
VALU
$417M
0 2 2 9.78%
DIAL icon
2325
Columbia Diversified Fixed Income Allocation ETF
DIAL
$375M
0 3 3 5.34%
91 92
93
94 95