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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 ‘24
EVN
3526
Eaton Vance Municipal Income Trust
EVN
$422M
8 16 8 4.55%
NOA
3527
North American Construction
NOA
$397M
8 13 5 32.3%
FIRY
3528
Firy Inc
FIRY
$151M
8 22 14 92.8%
XDEC icon
3529
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$204M
8 19 11 16.4%
INFU icon
3530
InfuSystem Holdings
INFU
$239M
8 14 6 42%
SDIV icon
3531
Global X SuperDividend ETF
SDIV
$1.2B
8 24 16 19.1%
QDEC icon
3532
FT Vest Growth-100 Buffer ETF December
QDEC
$696M
8 18 10 29.9%
LCNB icon
3533
LCNB Corp
LCNB
$281M
8 10 2 30.1%
DLY
3534
DoubleLine Yield Opportunities Fund
DLY
$683M
8 17 9 11.1%
NBB icon
3535
Nuveen Taxable Municipal Income Fund
NBB
$449M
8 16 8 2%
MXI icon
3536
iShares Global Materials ETF
MXI
$356M
8 17 9 43%
KBWD icon
3537
Invesco KBW High Dividend Yield Financial ETF
KBWD
$419M
8 15 7 15.7%
ABOS icon
3538
Acumen Pharmaceuticals
ABOS
$163M
8 16 8 31.4%
PDX
3539
PIMCO Dynamic Income Strategy Fund
PDX
$966M
8 16 8 17.3%
GTE icon
3540
Gran Tierra Energy
GTE
$323M
8 25 17 26.1%
FMF icon
3541
First Trust Managed Futures Strategy Fund
FMF
$250M
8 21 13 5.93%
NBH
3542
Neuberger Municipal Fund Inc
NBH
$301M
8 18 10 1.93%
XBIL icon
3543
US Treasury 6 Month Bill ETF
XBIL
$741M
8 17 9 0.02%
JSCP icon
3544
JPMorgan Short Duration Core Plus ETF
JSCP
$1.71B
8 14 6 0.43%
IBTL icon
3545
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$649M
8 15 7 0.91%
FISR icon
3546
State Street Fixed Income Sector Rotation ETF
FISR
$493M
8 11 3 0.55%
EARN
3547
Ellington Residential Mortgage REIT
EARN
$163M
8 25 17 34.3%
COM icon
3548
Direxion Auspice Broad Commodity Strategy ETF
COM
$204M
8 16 8 19%
KTF
3549
DWS Municipal Income Trust
KTF
$351M
8 17 9 5.08%
FCT
3550
First Trust Senior Floating Rate Income Fund II
FCT
$250M
8 11 3 6.86%
140 141
142
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