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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
TASK icon
4626
TaskUs
TASK
$599M
1 20 19 52%
ACDC icon
4627
ProFrac Holding
ACDC
$765M
1 17 16 44.3%
GLUE icon
4628
Monte Rosa Therapeutics
GLUE
$1.36B
1 22 21 247%
SCHQ
4629
Schwab Long-Term US Treasury ETF
SCHQ
$799M
1 21 20 7.97%
LU icon
4630
Lufax Holding
LU
$1.33B
1 15 14 48.5%
ITIC
4631
Investors Title Co
ITIC
$547M
1 12 11 20.1%
MYI icon
4632
BlackRock MuniYield Quality Fund III
MYI
$716M
1 16 15 2%
FNY icon
4633
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$600M
1 15 14 41.8%
JHML icon
4634
John Hancock Multifactor Large Cap ETF
JHML
$1.2B
1 9 8 35.8%
SECT icon
4635
Main Sector Rotation ETF
SECT
$2.88B
1 10 9 42.7%
LCTD icon
4636
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$291M
1 11 10 29.2%
GII icon
4637
State Street SPDR S&P Global Infrastructure ETF
GII
$940M
1 11 10 22.2%
WIW
4638
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$508M
1 12 11 5.57%
BHK icon
4639
BlackRock Core Bond Trust
BHK
$649M
1 10 9 17.1%
PBE icon
4640
Invesco Biotechnology & Genome ETF
PBE
$288M
1 7 6 44.3%
PBT
4641
Permian Basin Royalty Trust
PBT
$1.51B
1 10 9 227%
BSVO icon
4642
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.49B
1 7 6 54.6%
VFVA icon
4643
Vanguard US Value Factor ETF
VFVA
$916M
1 8 7 41%
GALT icon
4644
Galectin Therapeutics
GALT
$196M
1 13 12 144%
SMB icon
4645
VanEck Short Muni ETF
SMB
$311M
1 9 8 0.29%
DSGR icon
4646
Distribution Solutions Group
DSGR
$1.61B
1 12 11 24.1%
DMAR icon
4647
FT Vest US Equity Deep Buffer ETF March
DMAR
$459M
1 13 12 20.2%
NAUT icon
4648
Nautilus Biotechnolgy
NAUT
$125M
1 13 12 14.4%
OCTW icon
4649
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$323M
1 8 7 18.1%
OPRX icon
4650
OptimizeRx
OPRX
$129M
1 18 17 20.9%
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