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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
DPG
4051
Duff & Phelps Utility and Infrastructure Fund
DPG
$524M
6 11 5 24.6%
JEMA icon
4052
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.66B
6 15 9 62.4%
PDLB icon
4053
Ponce Financial Group
PDLB
$485M
6 12 6 54.4%
FDM icon
4054
First Trust Dow Jones Select MicroCap Index Fund
FDM
$271M
6 10 4 39.3%
JGH icon
4055
Nuveen Global High Income Fund
JGH
$356M
6 12 6 1.4%
RDNW
4056
RideNow Group
RDNW
$262M
6 14 8 25.2%
DBJP icon
4057
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$705M
6 12 6 52.7%
ATLO icon
4058
AMES National
ATLO
$277M
6 12 6 90.2%
AMZA icon
4059
InfraCap MLP ETF
AMZA
$461M
6 15 9 12.1%
IDOG icon
4060
ALPS International Sector Dividend Dogs ETF
IDOG
$558M
6 9 3 53%
FOSL icon
4061
Fossil Group
FOSL
$318M
6 14 8 222%
CLOZ icon
4062
Panagram BBB-B CLO ETF
CLOZ
$792M
6 19 13 2.41%
USMF icon
4063
WisdomTree US Multifactor Fund
USMF
$303M
6 16 10 8.37%
DGT icon
4064
State Street SPDR Global Dow ETF
DGT
$628M
6 13 7 45.3%
MYN icon
4065
BlackRock MuniYield New York Quality Fund
MYN
$377M
6 11 5 2.28%
LAKE icon
4066
Lakeland Industries
LAKE
$119M
6 17 11 52.9%
NCA icon
4067
Nuveen California Municipal Value Fund
NCA
$302M
6 16 10 7.81%
CSB icon
4068
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$273M
6 12 6 13.4%
CDL icon
4069
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$403M
6 11 5 22.1%
OPBK icon
4070
OP Bancorp
OPBK
$233M
6 10 4 1.14%
NODK icon
4071
NI Holdings
NODK
$320M
6 8 2 0.51%
RAVI icon
4072
FlexShares Ultra-Short Income Fund
RAVI
$1.49B
6 13 7 0.05%
FDBC icon
4073
Fidelity D&D Bancorp
FDBC
$317M
6 7 1 11.7%
SCM icon
4074
Stellus Capital Investment Corp
SCM
$243M
6 13 7 38.9%
GCBC icon
4075
Greene County Bancorp
GCBC
$589M
6 12 6 24.7%
161 162
163
164 165