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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
DWAS icon
5201
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$408M
1 12 11 27.7%
CMT icon
5202
Core Molding Technologies
CMT
$203M
1 11 10 38.4%
HEZU icon
5203
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$574M
1 20 19 19.1%
IJUL icon
5204
Innovator International Developed Power Buffer ETF July
IJUL
$251M
1 11 10 13.1%
FDRR icon
5205
Fidelity Dividend ETF for Rising Rates
FDRR
$752M
1 8 7 26%
LCNB icon
5206
LCNB Corp
LCNB
$266M
1 7 6 28.6%
ETON icon
5207
Eton Pharmaceutcials
ETON
$1.67B
1 26 25 310%
SJT
5208
San Juan Basin Royalty Trust
SJT
$162M
1 16 15 42%
HYEM icon
5209
VanEck Emerging Markets High Yield Bond ETF
HYEM
$512M
1 16 15 1.87%
ERTH icon
5210
Invesco MSCI Sustainable Future ETF
ERTH
$123M
1 7 6 0.54%
CLOZ icon
5211
Panagram BBB-B CLO ETF
CLOZ
$786M
1 22 21 1.65%
ATOS icon
5212
Atossa Therapeutics
ATOS
$20.5M
1 29 28 83.5%
PAL
5213
Proficient Auto Logistics
PAL
$100M
1 12 11 50.7%
RGCO icon
5214
RGC Resources
RGCO
$225M
1 9 8 3.49%
HOFT icon
5215
Hooker Furnishings Corp
HOFT
$137M
1 24 23 21.1%
FFLC icon
5216
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.21B
1 13 12 21.2%
CET
5217
Central Securities Corp
CET
$1.63B
1 8 7 15.4%
UOCT icon
5218
Innovator US Equity Ultra Buffer ETF October
UOCT
$180M
1 10 9 15.1%
ISMD icon
5219
Inspire Small/Mid Cap Impact ETF
ISMD
$317M
1 10 9 30.2%
KRMD icon
5220
KORU Medical Systems
KRMD
$138M
1 23 22 16.5%
EFT
5221
Eaton Vance Floating-Rate Income Trust
EFT
$278M
1 8 7 16.3%
NWFL icon
5222
Norwood Financial Corp
NWFL
$361M
1 8 7 28.4%
DPG
5223
Duff & Phelps Utility and Infrastructure Fund
DPG
$467M
1 11 10 4.43%
FMF icon
5224
First Trust Managed Futures Strategy Fund
FMF
$286M
1 8 7 15%
VKI icon
5225
Invesco Advantage Municipal Income Trust II
VKI
$328M
1 6 5 11.7%
207 208
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