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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
PBUS icon
4101
Invesco MSCI USA ETF
PBUS
$11.7B
2 7 5 37.7%
ASYS icon
4102
Amtech Systems
ASYS
$280M
2 6 4 231%
MHH icon
4103
Mastech Digital
MHH
$94.4M
2 6 4 22.9%
ASMB icon
4104
Assembly Biosciences
ASMB
$526M
2 6 4 178%
ITEQ icon
4105
Amplify BlueStar Israel Technology ETF
ITEQ
$116M
2 4 2 32.5%
ASRV icon
4106
AmeriServ Financial
ASRV
$78.4M
2 3 1 90.1%
STXE icon
4107
Strive Emerging Markets ex-China ETF
STXE
$140M
2 4 2 76.6%
NVBW icon
4108
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$95.9M
2 3 1 18.2%
JULZ icon
4109
TrueShares Structured Outcome July ETF
JULZ
$37.1M
2 6 4 15.8%
BEAT icon
4110
Heartbeam
BEAT
$27.7M
2 4 2 75.2%
UNB icon
4111
Union Bankshares
UNB
$110M
2 5 3 24.4%
LGO
4112
Largo
LGO
$71.1M
2 5 3 56.4%
ALGS icon
4113
Aligos Therapeutics
ALGS
$29.3M
2 11 9 42.5%
ECOR icon
4114
electroCore
ECOR
$58.9M
2 9 7 2.39%
CLDI icon
4115
Calidi Biotherapeutics
CLDI
$2.12M
2 8 6 98.4%
PSBD icon
4116
Palmer Square Capital BDC
PSBD
$310M
2 7 5 25.2%
NVCT icon
4117
Nuvectis Pharma
NVCT
$607M
2 10 8 97.1%
AIVI icon
4118
WisdomTree International AI Enhanced Value Fund
AIVI
$63.4M
2 6 4 37.7%
PYZ icon
4119
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
$76.7M
2 4 2 48.3%
CLRB icon
4120
Cellectar Biosciences
CLRB
$20.1M
2 8 6 73.4%
JCPI icon
4121
JPMorgan Inflation Managed Bond ETF
JCPI
$868M
2 5 3 1.66%
FFOG icon
4122
Franklin Focused Dynamic Growth ETF
FFOG
$343M
2 7 5 43.2%
SILC icon
4123
Silicom
SILC
$254M
2 3 1 197%
MBSD icon
4124
FlexShares Disciplined Duration MBS Index Fund
MBSD
$88.9M
2 3 1 1.02%
CRD.B icon
4125
Crawford & Co Class B
CRD.B
$574M
2 4 2 3.15%
163 164
165
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