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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
NGNE icon
5101
Neurogene
NGNE
$718M
3 28 25 57.4%
MVBF icon
5102
MVB Financial
MVBF
$395M
3 12 9 47.3%
IJUL icon
5103
Innovator International Developed Power Buffer ETF July
IJUL
$253M
3 13 10 32.8%
PEO
5104
Adams Natural Resources Fund
PEO
$721M
3 10 7 20.6%
NGL icon
5105
NGL Energy Partners
NGL
$2.12B
3 11 8 241%
DBEU icon
5106
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$782M
3 11 8 33.6%
QDEF icon
5107
FlexShares Quality Dividend Defensive Index Fund
QDEF
$558M
3 8 5 29.3%
TPVG icon
5108
TriplePoint Venture Growth BDC
TPVG
$188M
3 21 18 37.4%
TSBK icon
5109
Timberland Bancorp
TSBK
$348M
3 7 4 46.7%
TDV icon
5110
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$279M
3 11 8 36.2%
METV icon
5111
Roundhill Ball Metaverse ETF
METV
$216M
3 13 10 31.5%
CZNC icon
5112
Citizens & Northern Corp
CZNC
$453M
3 8 5 35.7%
NOAH
5113
Noah Holdings
NOAH
$568M
3 15 12 29.4%
PROK icon
5114
ProKidney
PROK
$343M
3 15 12 1.18%
XPH icon
5115
State Street SPDR S&P Pharmaceuticals ETF
XPH
$504M
3 13 10 62.9%
FYT icon
5116
First Trust Small Cap Value AlphaDEX Fund
FYT
$193M
3 9 6 32.6%
FVCB icon
5117
FVCBankcorp
FVCB
$342M
3 6 3 51.1%
ERC
5118
Allspring Multi-Sector Income Fund
ERC
$256M
3 12 9 0.11%
WDIV icon
5119
State Street SPDR S&P Global Dividend ETF
WDIV
$279M
3 13 10 35%
FMAO icon
5120
Farmers & Merchants Bancorp
FMAO
$470M
3 9 6 16%
HAUZ icon
5121
Xtrackers International Real Estate ETF
HAUZ
$1.07B
3 16 13 16.9%
NVDL icon
5122
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.88B
3 22 19 57.9%
HCM icon
5123
HUTCHMED
HCM
$2.01B
3 10 7 19.8%
BPRN icon
5124
Princeton Bancorp
BPRN
$287M
3 5 2 22.3%
UTWO icon
5125
US Treasury 2 Year Note ETF
UTWO
$484M
3 14 11 0.23%
203 204
205
206 207