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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
PDLB icon
4051
Ponce Financial Group
PDLB
$482M
3 13 10 44.1%
XJUN icon
4052
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$139M
3 11 8 10.6%
ASG
4053
Liberty All-Star Growth Fund
ASG
$322M
3 12 9 7.68%
FDM icon
4054
First Trust Dow Jones Select MicroCap Index Fund
FDM
$260M
3 7 4 23%
PBFS icon
4055
Pioneer Bancorp
PBFS
$429M
3 6 3 47.6%
PFFV icon
4056
Global X Variable Rate Preferred ETF
PFFV
$320M
3 14 11 4.52%
BZUN
4057
Baozun
BZUN
$179M
3 9 6 22.8%
DHY
4058
UBS Asset Management High Yield Credit Fund
DHY
$222M
3 8 5 654%
CFA icon
4059
VictoryShares US 500 Volatility Wtd ETF
CFA
$510M
3 7 4 9.49%
NKX icon
4060
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$595M
3 9 6 10.3%
XMVM icon
4061
Invesco S&P MidCap Value with Momentum ETF
XMVM
$496M
3 7 4 26.4%
TKNO icon
4062
Alpha Teknova
TKNO
$479M
3 24 21 81.9%
OTLK icon
4063
Outlook Therapeutics
OTLK
$150M
3 20 17 61.4%
MUJ icon
4064
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$600M
3 11 8 3.11%
SUPV
4065
Grupo Supervielle
SUPV
$612M
3 11 8 34%
ETHO icon
4066
Amplify Etho Climate Leadership US ETF
ETHO
$192M
3 7 4 37.6%
NODK icon
4067
NI Holdings
NODK
$306M
3 10 7 17.6%
FDHY icon
4068
Fidelity High Yield Factor ETF
FDHY
$609M
3 10 7 2.58%
SNFCA icon
4069
Security National Financial
SNFCA
$228M
3 18 15 2.02%
MRBK icon
4070
Meridian
MRBK
$225M
3 17 14 46.4%
DFJ icon
4071
WisdomTree Japan SmallCap Dividend Fund
DFJ
$458M
3 6 3 37.1%
NRP icon
4072
Natural Resource Partners
NRP
$1.45B
3 7 4 14.2%
AIO
4073
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$870M
3 12 9 1.73%
NMM icon
4074
Navios Maritime Partners
NMM
$2.62B
3 13 10 140%
CRESY
4075
Cresud
CRESY
$820M
3 10 7 8.34%
161 162
163
164 165