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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 Sep ‘25
PSF icon
5201
Cohen & Steers Select Preferred & Income Fund
PSF
$220M
2 9 7 12.1%
TBLD
5202
Thornburg Income Builder Opportunities Trust
TBLD
$648M
2 5 3 1.61%
RDNW
5203
RideNow Group
RDNW
$210M
2 9 7 22.3%
UMAY icon
5204
Innovator US Equity Ultra Buffer ETF May
UMAY
$140M
2 7 5 8.5%
NBOS icon
5205
Neuberger Option Strategy ETF
NBOS
$572M
2 10 8 6.63%
PBJ icon
5206
Invesco Food & Beverage ETF
PBJ
$83.8M
2 10 8 1.2%
IIF
5207
Morgan Stanley India Investment Fund
IIF
$200M
2 7 5 19.3%
IFGL icon
5208
iShares International Developed Real Estate ETF
IFGL
$75.6M
2 7 5 11.2%
QLC icon
5209
Northern Trust US Quality Large Cap ETF
QLC
$1.13B
2 7 5 17.6%
USAI icon
5210
Pacer American Energy Infrastructure ETF
USAI
$113M
2 8 6 11.1%
EVX icon
5211
VanEck Environmental Services ETF
EVX
$95.8M
2 5 3 0.26%
VBNK
5212
VersaBank
VBNK
$726M
2 8 6 83.5%
CLOX icon
5213
Panagram AAA CLO ETF
CLOX
$320M
2 10 8 0.2%
BIRD icon
5214
Smartbird Inc
BIRD
$39.7M
2 7 5 40.6%
INVE icon
5215
INVE Technologies, Inc. Common Stock
INVE
$57M
2 6 4 31.9%
CIX icon
5216
Comp X International
CIX
$461M
2 4 2 59.8%
KG
5217
Kestrel Group
KG
$41M
2 7 5 80.8%
NPFD icon
5218
Nuveen Variable Rate Preferred & Income Fund
NPFD
$425M
2 6 4 12%
ALF
5219
Centurion Acquisition Corp
ALF
$392M
2 4 2 3.51%
UVXY icon
5220
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$278M
2 12 10 67.5%
AJUL
5221
Innovator Equity Defined Protection ETF - 2 Yr to July 2028
AJUL
$98.5M
2 8 6 5.87%
TEQI icon
5222
T. Rowe Price Equity Income ETF
TEQI
$477M
2 5 3 15.6%
BODI icon
5223
The Beachbody Company
BODI
$35.8M
2 6 4 16.9%
STXG icon
5224
Strive 1000 Growth ETF
STXG
$154M
2 6 4 14.4%
VGAS icon
5225
Verde Clean Fuels
VGAS
$24M
2 6 4 64.3%
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