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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 ‘25
PNRG icon
2976
PrimeEnergy Resources
PNRG
$313M
6 21 15 34.9%
BSMT icon
2977
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$285M
6 8 2 1.98%
COFS icon
2978
Choiceone Financial
COFS
$483M
6 17 11 12.6%
WTBA icon
2979
West Bancorporation
WTBA
$486M
6 13 7 45.2%
QMAR icon
2980
FT Vest Growth-100 Buffer ETF March
QMAR
$607M
6 13 7 24%
ISTR icon
2981
Investar Holding Corp
ISTR
$398M
6 8 2 49.5%
GUT
2982
Gabelli Utility Trust
GUT
$512M
6 16 10 1.9%
EQAL icon
2983
Invesco Russell 1000 Equal Weight ETF
EQAL
$792M
6 18 12 16.3%
LRGE icon
2984
ClearBridge Large Cap Growth Select ETF
LRGE
$391M
6 8 2 14.2%
VLU icon
2985
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$746M
6 9 3 24.4%
HMOP icon
2986
Hartford Municipal Opportunities ETF
HMOP
$752M
6 10 4 3.74%
NOCT icon
2987
Innovator Growth-100 Power Buffer ETF October
NOCT
$231M
6 11 5 18.3%
BWFG icon
2988
Bankwell Financial Group
BWFG
$517M
6 10 4 79.9%
CCU icon
2989
Compañía de Cervecerías Unidas
CCU
$1.93B
6 14 8 19.3%
FVCB icon
2990
FVCBankcorp
FVCB
$314M
6 10 4 47.7%
RAPP
2991
Rapport Therapeutics
RAPP
$1.61B
6 15 9 196%
MYO icon
2992
Myomo
MYO
$61.8M
6 28 22 27.8%
CXDO icon
2993
Crexendo
CXDO
$196M
6 29 23 3.13%
TECB icon
2994
iShares US Tech Breakthrough Multisector ETF
TECB
$517M
6 15 9 37.6%
RCEL icon
2995
Avita Medical
RCEL
$363M
6 19 13 122%
GLAD icon
2996
Gladstone Capital
GLAD
$434M
6 13 7 28.7%
KBWD icon
2997
Invesco KBW High Dividend Yield Financial ETF
KBWD
$364M
6 14 8 20.3%
EIDO icon
2998
iShares MSCI Indonesia ETF
EIDO
$425M
6 19 13 33.5%
FAD icon
2999
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$598M
6 13 7 23.5%
FMAO icon
3000
Farmers & Merchants Bancorp
FMAO
$477M
6 11 5 36.9%
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