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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 Dec ‘25
FAN icon
3426
First Trust Global Wind Energy ETF
FAN
$198M
10 18 8 10.8%
FCG icon
3427
First Trust Natural Gas ETF
FCG
$650M
10 26 16 21.8%
BH icon
3428
Biglari Holdings Class B
BH
$1.1B
10 21 11 3.44%
NTSX icon
3429
WisdomTree US Efficient Core Fund
NTSX
$1.36B
10 15 5 6.64%
ARQ icon
3430
Arq
ARQ
$86.2M
10 28 18 39.4%
DSU icon
3431
BlackRock Debt Strategies Fund
DSU
$583M
10 17 7 11.6%
HYGV icon
3432
Northern Trust High Yield Value-Scored Bond ETF
HYGV
$1.03B
10 19 9 4.64%
CLOU icon
3433
Global X Cloud Computing ETF
CLOU
$373M
10 20 10 25.8%
TNYA icon
3434
Tenaya Therapeutics
TNYA
$135M
10 28 18 15.2%
WIW
3435
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$482M
10 16 6 8.38%
NWFL icon
3436
Norwood Financial Corp
NWFL
$360M
10 14 4 17.8%
KOCT icon
3437
Innovator US Small Cap Power Buffer ETF October
KOCT
$129M
10 17 7 12%
NRDY icon
3438
Nerdy
NRDY
$69.4M
10 24 14 47.7%
AUSF icon
3439
Global X Adaptive US Factor ETF
AUSF
$860M
10 18 8 5.05%
SPWR icon
3440
SunPower Inc
SPWR
$64.1M
10 18 8 80.4%
FRA icon
3441
BlackRock Floating Rate Income Strategies Fund
FRA
$373M
10 17 7 10.5%
NC icon
3442
NACCO Industries
NC
$276M
10 16 6 25.5%
FLTB icon
3443
Fidelity Limited Term Bond ETF
FLTB
$475M
10 17 7 3.32%
BTAL icon
3444
AGF US Market Neutral Anti-Beta Fund
BTAL
$318M
10 27 17 16.6%
BDVL
3445
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.73B
10 17 7 5.28%
DHF
3446
BNY Mellon High Yield Strategies Fund
DHF
$161M
10 14 4 10.5%
DAPP icon
3447
VanEck Digital Transformation ETF
DAPP
$424M
10 24 14 14.7%
DERM icon
3448
Journey Medical
DERM
$193M
10 17 7 11.3%
IBHI icon
3449
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$511M
10 15 5 3.39%
MYO icon
3450
Myomo
MYO
$61.8M
10 19 9 71.4%
136 137
138
139 140