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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 ‘25
FLQM icon
2601
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.6B
6 25 19 15.2%
IGE icon
2602
iShares North American Natural Resources ETF
IGE
$752M
6 17 11 32.3%
ZIP icon
2603
ZipRecruiter
ZIP
$373M
6 27 21 22.2%
FGD icon
2604
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.58B
6 13 7 43.6%
DSTL icon
2605
Distillate US Fundamental Stability & Value ETF
DSTL
$2.01B
6 12 6 22.3%
PAX icon
2606
Patria Investments
PAX
$1.82B
6 28 22 0%
EQBK icon
2607
Equity Bancshares
EQBK
$1.06B
6 24 18 30.6%
EVT icon
2608
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.13B
6 14 8 23.1%
PFLT icon
2609
PennantPark Floating Rate Capital
PFLT
$726M
6 28 22 34.6%
ALX
2610
Alexander's
ALX
$1.4B
6 18 12 31.4%
SEZL
2611
Sezzle
SEZL
$5.67B
6 33 27 383%
CLMB icon
2612
Climb Global Solutions
CLMB
$502M
6 22 16 2.85%
OOMA icon
2613
Ooma
OOMA
$579M
6 21 15 61%
AVIV icon
2614
Avantis International Large Cap Value ETF
AVIV
$2.04B
6 13 7 44.8%
AVES icon
2615
Avantis Emerging Markets Value ETF
AVES
$1.48B
6 15 9 37.8%
APEI icon
2616
American Public Education
APEI
$912M
6 13 7 123%
GLP icon
2617
Global Partners
GLP
$1.66B
6 16 10 8.62%
UNTY icon
2618
Unity Bancorp
UNTY
$604M
6 20 14 47.8%
REFI
2619
Chicago Atlantic Real Estate Finance
REFI
$256M
6 18 12 31.5%
CBNK icon
2620
Capital Bancorp
CBNK
$615M
6 15 9 33.3%
MYPS icon
2621
PLAYSTUDIOS Inc
MYPS
$94.3M
6 15 9 42.3%
HDEF icon
2622
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.34B
6 18 12 24.7%
FSBC icon
2623
Five Star Bancorp
FSBC
$1.12B
6 17 11 67.3%
HBT icon
2624
HBT Financial
HBT
$1.31B
6 12 6 60.4%
HAFN icon
2625
Hafnia
HAFN
$3.77B
6 25 19 81.3%
103 104
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