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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
XONE icon
3151
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$828M
4 17 13 0.95%
ULH icon
3152
Universal Logistics Holdings
ULH
$485M
4 14 10 30%
WWJD icon
3153
Inspire International ETF
WWJD
$570M
4 18 14 31.5%
LEMB icon
3154
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$719M
4 10 6 14.3%
INGM
3155
Ingram Micro Holding
INGM
$6.59B
4 32 28 60.9%
FLDR icon
3156
Fidelity Low Duration Bond Factor ETF
FLDR
$1.98B
4 13 9 0.14%
VLU icon
3157
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$767M
4 11 7 34.2%
EVEX icon
3158
Eve Holding
EVEX
$913M
4 15 11 21.1%
SCWO icon
3159
374Water
SCWO
$39M
4 10 6 34.4%
XFLT
3160
XAI Floating Rate & Alternative Income Trust
XFLT
$283M
4 17 13 37.1%
EFT
3161
Eaton Vance Floating-Rate Income Trust
EFT
$287M
4 9 5 13.5%
NNBR icon
3162
NN Inc
NNBR
$298M
4 7 3 71.2%
FVCB icon
3163
FVCBankcorp
FVCB
$337M
4 10 6 77.2%
FCT
3164
First Trust Senior Floating Rate Income Fund II
FCT
$251M
4 11 7 4.83%
DECW icon
3165
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$229M
4 9 5 20.8%
QUIK icon
3166
QuickLogic
QUIK
$246M
4 10 6 171%
ARKX icon
3167
ARK Space & Defense Innovation ETF
ARKX
$855M
4 13 9 86.1%
HYBL icon
3168
State Street Blackstone High Income ETF
HYBL
$571M
4 9 5 0.75%
MYFW icon
3169
First Western Financial
MYFW
$309M
4 6 2 61.2%
KG
3170
Kestrel Group
KG
$69.7M
4 5 1 21.9%
NTIC icon
3171
Northern Technologies International Corp
NTIC
$77.7M
4 7 3 21.3%
ESCA icon
3172
Escalade
ESCA
$306M
4 4 0 45.4%
BGR icon
3173
BlackRock Energy and Resources Trust
BGR
$407M
4 11 7 17.8%
FDM icon
3174
First Trust Dow Jones Select MicroCap Index Fund
FDM
$270M
4 6 2 51.8%
VEON icon
3175
VEON
VEON
$3.87B
4 12 8 28.1%
125 126
127
128 129