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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
PFM icon
3801
Invesco Dividend Achievers ETF
PFM
$768M
8 16 8 6.31%
HQH
3802
abrdn Healthcare Investors
HQH
$1.19B
8 20 12 9.66%
FXN icon
3803
First Trust Energy AlphaDEX Fund
FXN
$364M
8 18 10 34.8%
GSSC icon
3804
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.03B
8 20 12 12.7%
RA
3805
Brookfield Real Assets Income Fund
RA
$634M
8 17 9 11.5%
RODM icon
3806
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.6B
8 15 7 9.36%
SNPE icon
3807
Xtrackers S&P 500 ESG ETF
SNPE
$2.78B
8 17 9 11.9%
BBIN icon
3808
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.47B
8 20 12 6.79%
SCHQ
3809
Schwab Long-Term US Treasury ETF
SCHQ
$881M
8 24 16 10.8%
PIO icon
3810
Invesco Global Water ETF
PIO
$258M
8 13 5 3.28%
FEM icon
3811
First Trust Emerging Markets AlphaDEX Fund
FEM
$797M
8 15 7 17.3%
DJCO icon
3812
Daily Journal
DJCO
$892M
8 18 10 32.8%
SGDM icon
3813
Sprott Gold Miners ETF
SGDM
$651M
8 16 8 5.34%
DSP icon
3814
Viant Technology
DSP
$268M
8 24 16 5.23%
SDIV icon
3815
Global X SuperDividend ETF
SDIV
$1.15B
8 18 10 3.25%
EPOL icon
3816
iShares MSCI Poland ETF
EPOL
$808M
8 23 15 23.4%
EHTH icon
3817
eHealth
EHTH
$22.3M
8 17 9 84.9%
BSMT icon
3818
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$286M
8 11 3 3.59%
BAUG icon
3819
Innovator US Equity Buffer ETF August
BAUG
$271M
8 15 7 10.7%
MVBF icon
3820
MVB Financial
MVBF
$376M
8 19 11 12.3%
JGLO icon
3821
JPMorgan Global Select Equity ETF
JGLO
$6.39B
8 20 12 6.61%
ONIT
3822
Onity Group
ONIT
$236M
8 15 7 38.3%
PBT
3823
Permian Basin Royalty Trust
PBT
$1.46B
8 15 7 84.3%
NXP icon
3824
Nuveen Select Tax-Free Income Portfolio
NXP
$843M
8 19 11 5.18%
INFU icon
3825
InfuSystem Holdings
INFU
$251M
8 23 15 40.7%
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