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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
LGOV icon
2701
First Trust Long Duration Opportunities ETF
LGOV
$622M
12 21 9 3.01%
MINO icon
2702
PIMCO Municipal Income Opportunities Active ETF
MINO
$752M
12 25 13 0.38%
EVEX icon
2703
Eve Holding
EVEX
$951M
12 33 21 10.1%
LXFR icon
2704
Luxfer Holdings
LXFR
$457M
12 26 14 40.2%
HVT icon
2705
Haverty Furniture Companies
HVT
$449M
12 27 15 35.9%
ISCF icon
2706
iShares International Small Cap Equity Factor ETF
ISCF
$686M
12 19 7 10.2%
HBCP icon
2707
Home Bancorp
HBCP
$566M
12 23 11 18.8%
BSTZ icon
2708
BlackRock Science and Technology Term Trust
BSTZ
$2.16B
12 21 9 42.1%
FSBC icon
2709
Five Star Bancorp
FSBC
$1.15B
12 21 9 23.9%
EFIV icon
2710
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
12 19 7 20.6%
IBTA icon
2711
Ibotta
IBTA
$783M
12 31 19 29.6%
RODM icon
2712
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.66B
12 18 6 7.41%
LCTX icon
2713
Lineage Cell Therapeutics
LCTX
$271M
12 24 12 32.3%
GRSD
2714
Grandstand Ltd
GRSD
$80.4M
12 31 19 41.2%
ALTG icon
2715
Alta Equipment Group
ALTG
$237M
12 24 12 35%
GII icon
2716
State Street SPDR S&P Global Infrastructure ETF
GII
$931M
12 18 6 1.24%
SLVP icon
2717
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$968M
12 29 17 4.54%
CBNK icon
2718
Capital Bancorp
CBNK
$613M
12 20 8 26.6%
FTXO icon
2719
First Trust Nasdaq Bank ETF
FTXO
$322M
12 25 13 21.3%
HMOP icon
2720
Hartford Municipal Opportunities ETF
HMOP
$793M
12 16 4 0.1%
IBDZ
2721
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$866M
12 19 7 1.88%
ZVIA icon
2722
Zevia
ZVIA
$102M
12 33 21 12.8%
LVHD icon
2723
Franklin US Low Volatility High Dividend Index ETF
LVHD
$632M
12 18 6 5.24%
BDYN
2724
iShares Dynamic Equity Active ETF
BDYN
$3.15B
12 20 8 17.8%
STXS icon
2725
Stereotaxis
STXS
$138M
12 24 12 25%
107 108
109
110 111