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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
CCBG icon
3576
Capital City Bank Group
CCBG
$827M
4 15 11 22.8%
MMU
3577
Western Asset Managed Municipals Fund
MMU
$485M
4 9 5 9.8%
STEW
3578
SRH Total Return Fund
STEW
$1.68B
4 10 6 1.75%
CRD.A icon
3579
Crawford & Co Class A
CRD.A
$594M
4 20 16 18%
DC icon
3580
Dakota Gold
DC
$817M
4 17 13 65%
FPF
3581
First Trust Intermediate Duration Preferred & Income Fund
FPF
$974M
4 16 12 14.9%
WLFC icon
3582
Willis Lease Finance
WLFC
$1.06B
4 22 18 4.88%
JPEF icon
3583
JPMorgan Equity Focus ETF
JPEF
$2.02B
4 14 10 15.9%
TASK icon
3584
TaskUs
TASK
$718M
4 32 28 53.3%
SCHQ
3585
Schwab Long-Term US Treasury ETF
SCHQ
$887M
4 20 16 10.8%
GJAN icon
3586
FT Vest US Equity Moderate Buffer ETF January
GJAN
$443M
4 10 6 15.3%
KLC
3587
KinderCare Learning Companies
KLC
$220M
4 26 22 81.6%
FEM icon
3588
First Trust Emerging Markets AlphaDEX Fund
FEM
$800M
4 11 7 31.1%
INDY icon
3589
iShares S&P India Nifty 50 Index Fund
INDY
$495M
4 15 11 24.7%
BOE icon
3590
BlackRock Enhanced Global Dividend Trust
BOE
$649M
4 14 10 2.91%
VCEB icon
3591
Vanguard ESG US Corporate Bond ETF
VCEB
$1.17B
4 11 7 6.03%
DNTH icon
3592
Dianthus Therapeutics
DNTH
$4.93B
4 18 14 373%
BDEC icon
3593
Innovator US Equity Buffer ETF December
BDEC
$213M
4 8 4 21%
SKE
3594
Skeena Resources
SKE
$3.73B
4 20 16 86.7%
QDEC icon
3595
FT Vest Growth-100 Buffer ETF December
QDEC
$694M
4 11 7 25.8%
THQ
3596
abrdn Healthcare Opportunities Fund
THQ
$762M
4 15 11 0.05%
WTAI icon
3597
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$677M
4 16 12 77.9%
BSMS icon
3598
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$328M
4 13 9 1.85%
PFIS icon
3599
Peoples Financial Services
PFIS
$674M
4 13 9 36.4%
CRVS icon
3600
Corvus Pharmaceuticals
CRVS
$969M
4 33 29 188%
142 143
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