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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
NIU
5251
Niu Technologies
NIU
$150M
1 13 12 43.2%
DMB
5252
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$173M
1 6 5 7.93%
DIAL icon
5253
Columbia Diversified Fixed Income Allocation ETF
DIAL
$375M
1 6 5 5.49%
OGIG icon
5254
ALPS O'Shares Global Internet Giants ETF
OGIG
$104M
1 7 6 7.65%
ROE icon
5255
Astoria US Quality Kings ETF
ROE
$287M
1 11 10 32%
OXSQ icon
5256
Oxford Square Capital
OXSQ
$137M
1 10 9 43%
HYBB icon
5257
iShares BB Rated Corporate Bond ETF
HYBB
$302M
1 7 6 4.04%
EOD
5258
Allspring Global Dividend Opportunity Fund
EOD
$274M
1 7 6 18%
GVIP icon
5259
Goldman Sachs Hedge Industry VIP ETF
GVIP
$577M
1 7 6 22.7%
HAP icon
5260
VanEck Natural Resources ETF
HAP
$330M
1 4 3 41.3%
KRBN icon
5261
KraneShares Global Carbon Strategy ETF
KRBN
$138M
1 6 5 14.4%
SKIL icon
5262
Skillsoft
SKIL
$54.1M
1 12 11 62.8%
KPTI icon
5263
Karyopharm Therapeutics
KPTI
$29.9M
1 11 10 69.4%
CVLC icon
5264
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$975M
1 6 5 23.7%
PSF icon
5265
Cohen & Steers Select Preferred & Income Fund
PSF
$217M
1 7 6 10.4%
TDF
5266
Templeton Dragon Fund
TDF
$242M
1 5 4 3.5%
HAWX icon
5267
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$346M
1 5 4 29%
IKT icon
5268
Inhibikase Therapeutics
IKT
$282M
1 24 23 3.59%
RLYB icon
5269
Rallybio
RLYB
$90.1M
1 7 6 528%
XBOC icon
5270
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$63.7M
1 5 4 14.3%
IMTB icon
5271
iShares Core 5-10 Year USD Bond ETF
IMTB
$265M
1 6 5 5.25%
XTL icon
5272
State Street SPDR S&P Telecom ETF
XTL
$533M
1 10 9 73%
BGH
5273
Barings Global Short Duration High Yield Fund
BGH
$262M
1 5 4 15.2%
PFD
5274
Flaherty & Crumrine Preferred and Income Fund
PFD
$136M
1 6 5 6.1%
MRDN
5275
Meridian Holdings Inc
MRDN
$151M
1 7 6 41.4%
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