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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
BJUN icon
4676
Innovator US Equity Buffer ETF June
BJUN
$320M
4 13 9 19.7%
BLW icon
4677
BlackRock Limited Duration Income Trust
BLW
$490M
4 8 4 11.3%
VTMX icon
4678
Vesta Real Estate
VTMX
$3.13B
4 18 14 31.6%
PBD icon
4679
Invesco Global Clean Energy ETF
PBD
$189M
4 10 6 55%
BME icon
4680
BlackRock Health Sciences Trust
BME
$562M
4 16 12 14.7%
LNZA icon
4681
LanzaTech
LNZA
$68M
4 20 16 95.5%
HOWL icon
4682
Werewolf Therapeutics
HOWL
$19.6M
4 12 8 72.8%
VEL icon
4683
Velocity Financial
VEL
$715M
4 14 10 6.9%
EMHC icon
4684
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$285M
4 11 7 5%
QUIK icon
4685
QuickLogic
QUIK
$246M
4 14 10 22.7%
CMTL icon
4686
Comtech Telecommunications
CMTL
$51.5M
4 17 13 57.1%
ZJUL
4687
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$185M
4 11 7 11.7%
TMF icon
4688
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.16B
4 23 19 21.9%
RNAC icon
4689
Cartesian Therapeutics
RNAC
$257M
4 15 11 51.1%
IBTM icon
4690
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$558M
4 10 6 0.95%
BCAB icon
4691
BioAtla
BCAB
$5.53M
4 21 17 88.7%
DHY
4692
Credit Suisse High Yield Credit Fund
DHY
$238M
4 9 5 19.6%
BUI icon
4693
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$716M
4 8 4 15.2%
PTH icon
4694
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$233M
4 10 6 47.1%
GUTS icon
4695
Fractyl Health
GUTS
$109M
4 14 10 66.7%
YJUN icon
4696
FT Vest International Equity Buffer ETF June
YJUN
$141M
4 12 8 26.9%
PRTS icon
4697
CarParts.com
PRTS
$46.9M
4 13 9 46.4%
JHSC icon
4698
John Hancock Multifactor Small Cap ETF
JHSC
$739M
4 10 6 23.6%
PLBC icon
4699
Plumas Bancorp
PLBC
$428M
4 9 5 30%
TSI
4700
TCW Strategic Income Fund
TSI
$212M
4 11 7 8.73%
186 187
188
189 190