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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 ‘26
IDUB icon
5001
Aptus International Enhanced Yield ETF
IDUB
$518M
4 9 5 3.02%
FPAG icon
5002
FPA Global Equity ETF
FPAG
$603M
4 8 4 6.6%
NPCT icon
5003
Nuveen Core Plus Impact Fund
NPCT
$280M
4 9 5 3.75%
FLRG icon
5004
Fidelity US Multifactor ETF
FLRG
$301M
4 8 4 4.71%
CUB
5005
Lionheart Holdings
CUB
$284M
4 15 11 0.74%
SPD icon
5006
Simplify US Equity PLUS Downside Convexity ETF
SPD
$107M
4 8 4 4.03%
LESL icon
5007
Leslie's
LESL
$6.04M
4 14 10 93.6%
APIE icon
5008
ActivePassive International Equity ETF
APIE
$1.16B
4 9 5 2.19%
ZDGE icon
5009
Zedge
ZDGE
$38.4M
4 10 6 5.16%
KBON
5010
Karbon Capital Partners Corp
KBON
4 6 2 –
DLHC icon
5011
DLH Holdings
DLHC
$67.5M
4 8 4 11.2%
FMN
5012
Federated Hermes Premier Municipal Income Fund
FMN
$87.5M
4 7 3 2.61%
HERD icon
5013
Pacer Cash Cows Fund of Funds ETF
HERD
$104M
4 6 2 10.3%
DTEC icon
5014
ALPS Disruptive Technologies ETF
DTEC
$77.4M
4 4 0 10.9%
RSPC icon
5015
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$58.9M
4 6 2 6.2%
XITK icon
5016
State Street SPDR FactSet Innovative Technology ETF
XITK
$73.4M
4 7 3 7.02%
DEW icon
5017
WisdomTree Global High Dividend Fund
DEW
$157M
4 7 3 6.03%
NZAC icon
5018
State Street SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$199M
4 6 2 3.2%
BCV
5019
Bancroft Fund
BCV
$144M
4 6 2 1.77%
HGLB
5020
Highland Global Allocation Fund
HGLB
$179M
4 7 3 0.8%
BEAT icon
5021
Heartbeam
BEAT
$28.1M
4 10 6 33.4%
ADUR
5022
Aduro Clean Technologies
ADUR
$573M
4 15 11 2.6%
ELUT icon
5023
Elutia
ELUT
$41.6M
4 8 4 3.94%
NEOV icon
5024
NeoVolta
NEOV
$214M
4 17 13 15.2%
WEA
5025
Western Asset Premier Bond Fund
WEA
$125M
4 5 1 1.22%
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