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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
BSVO icon
4551
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.36B
2 9 7 38%
CHW
4552
Calamos Global Dynamic Income Fund
CHW
$519M
2 9 7 13.9%
IBD icon
4553
Inspire Corporate Bond ETF
IBD
$497M
2 13 11 4.12%
ATLC icon
4554
Atlanticus Holdings
ATLC
$1.33B
2 16 14 59.8%
PEJ icon
4555
Invesco Leisure and Entertainment ETF
PEJ
$364M
2 15 13 10.2%
DFSB icon
4556
Dimensional Global Sustainability Fixed Income ETF
DFSB
$743M
2 10 8 5.49%
BFEB icon
4557
Innovator US Equity Buffer ETF February
BFEB
$207M
2 11 9 21.1%
RRBI icon
4558
Red River Bancshares
RRBI
$657M
2 7 5 70.1%
DOCT
4559
FT Vest US Equity Deep Buffer ETF October
DOCT
$399M
2 9 7 16.9%
LXEO icon
4560
Lexeo Therapeutics
LXEO
$281M
2 17 15 14.9%
TSBK icon
4561
Timberland Bancorp
TSBK
$349M
2 11 9 43.8%
IIM icon
4562
Invesco Value Municipal Income Trust
IIM
$492M
2 11 9 10.2%
JPME icon
4563
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$456M
2 11 9 15.7%
CCAP icon
4564
Crescent Capital BDC
CCAP
$352M
2 18 16 32.3%
HGTY icon
4565
Hagerty
HGTY
$1.51B
2 15 13 34%
GWRS icon
4566
Global Water Resources
GWRS
$230M
2 14 12 21.7%
EFR
4567
Eaton Vance Senior Floating-Rate Fund
EFR
$306M
2 11 9 14.4%
SSTI icon
4568
SoundThinking
SSTI
$108M
2 13 11 37.1%
TEI
4569
Templeton Emerging Markets Income Fund
TEI
$293M
2 7 5 3.5%
SMLV icon
4570
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$245M
2 6 4 20.6%
GAM
4571
General American Investors Company
GAM
$1.52B
2 6 4 13.7%
PLSE icon
4572
Pulse Biosciences
PLSE
$3.63B
2 11 9 237%
ELDN icon
4573
Eledon Pharmaceuticals
ELDN
$203M
2 28 26 7.75%
EFAX icon
4574
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$497M
2 11 9 14.1%
LWAY icon
4575
Lifeway Foods
LWAY
$319M
2 10 8 14.2%
181 182
183
184 185