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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
MFIN icon
3526
Medallion Financial
MFIN
$249M
3 12 9 24.5%
EQAL icon
3527
Invesco Russell 1000 Equal Weight ETF
EQAL
$830M
3 11 8 27.7%
JPUS
3528
JPMorgan Diversified Return US Equity ETF
JPUS
$462M
3 6 3 24.3%
AVBP icon
3529
ArriVent BioPharma
AVBP
$1.44B
3 14 11 67.7%
CTRI icon
3530
Centuri Holdings
CTRI
$2.26B
3 18 15 36.4%
LONZ icon
3531
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$582M
3 15 12 2.6%
DRD
3532
DRDGold
DRD
$1.95B
3 15 12 45.3%
VGSR icon
3533
Vert Global Sustainable Real Estate ETF
VGSR
$542M
3 5 2 13.8%
FDD icon
3534
First Trust STOXX European Select Dividend Income Fund
FDD
$901M
3 12 9 49.9%
UYG icon
3535
ProShares Ultra Financials
UYG
$853M
3 9 6 10.5%
SGDM icon
3536
Sprott Gold Miners ETF
SGDM
$616M
3 12 9 83.4%
INCO icon
3537
Columbia India Consumer ETF
INCO
$236M
3 15 12 4.37%
DIBS icon
3538
1stdibs.com
DIBS
$167M
3 8 5 63.2%
JANW icon
3539
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$350M
3 8 5 18.1%
SAMG icon
3540
Silvercrest Asset Management
SAMG
$79.3M
3 6 3 38%
LNZA icon
3541
LanzaTech
LNZA
$68M
3 12 9 74.7%
SKYE icon
3542
Skye Bioscience
SKYE
$16.6M
3 13 10 70.3%
BPRN icon
3543
Princeton Bancorp
BPRN
$288M
3 7 4 38.3%
PTMC icon
3544
Pacer Trendpilot US Mid Cap ETF
PTMC
$400M
3 10 7 20.3%
ULBI icon
3545
Ultralife
ULBI
$88.6M
3 6 3 1.12%
BCD icon
3546
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$401M
3 11 8 5.48%
CZFS icon
3547
Citizens Financial Services
CZFS
$396M
3 11 8 43.1%
IQDF icon
3548
FlexShares International Quality Dividend Index Fund
IQDF
$1.16B
3 7 4 41.6%
NL icon
3549
NLI Holdings
NL
$308M
3 4 1 20.3%
LVO icon
3550
LiveOne
LVO
$56.9M
3 9 6 40.9%
140 141
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