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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
SCMB icon
2901
Schwab Municipal Bond ETF
SCMB
$3.93B
5 17 12 0.16%
GWRS icon
2902
Global Water Resources
GWRS
$215M
5 12 7 27.6%
DTH icon
2903
WisdomTree International High Dividend Fund
DTH
$658M
5 13 8 36.5%
BSCX icon
2904
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
5 9 4 0.38%
CZNC icon
2905
Citizens & Northern Corp
CZNC
$453M
5 10 5 25.6%
JPLD icon
2906
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
5 13 8 0.13%
AOMR
2907
Angel Oak Mortgage REIT
AOMR
$221M
5 11 6 6.82%
CCU icon
2908
Compañía de Cervecerías Unidas
CCU
$2.21B
5 14 9 21.4%
IBHG icon
2909
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$507M
5 10 5 1.79%
VABK icon
2910
Virginia National Bankshares
VABK
$254M
5 10 5 30%
EMHC icon
2911
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$285M
5 14 9 3.35%
QFLR icon
2912
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$533M
5 19 14 31.5%
ESOA icon
2913
Energy Services of America
ESOA
$293M
5 21 16 65.9%
FCCO icon
2914
First Community Corp
FCCO
$322M
5 9 4 51.9%
PDLB icon
2915
Ponce Financial Group
PDLB
$487M
5 8 3 59%
RNAC icon
2916
Cartesian Therapeutics
RNAC
$257M
5 12 7 33.5%
PSQH icon
2917
PSQ Holdings
PSQH
$14.3M
5 20 15 87.6%
BTAL icon
2918
AGF US Market Neutral Anti-Beta Fund
BTAL
$307M
5 19 14 41.6%
CAAP icon
2919
Corporacion America
CAAP
$4.27B
5 14 9 42.8%
PLBC icon
2920
Plumas Bancorp
PLBC
$428M
5 9 4 42%
SGMT icon
2921
Sagimet Biosciences
SGMT
$540M
5 18 13 168%
ATLO icon
2922
AMES National
ATLO
$278M
5 8 3 79.4%
USMC icon
2923
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.68B
5 14 9 34.4%
NC icon
2924
NACCO Industries
NC
$323M
5 7 2 27.2%
SEIX icon
2925
Virtus SEIX Senior Loan ETF
SEIX
$252M
5 12 7 1.57%
115 116
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