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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 Mar ‘25
SVCO
5426
Silvaco Group
SVCO
$261M
0 10 10 70.6%
SPPP
5427
Sprott Physical Platinum and Palladium Trust
SPPP
$585M
0 7 7 34.9%
CZA icon
5428
Invesco Zacks Mid-Cap ETF
CZA
$190M
0 3 3 21.2%
FUNC icon
5429
First United
FUNC
$285M
0 8 8 47%
AISP
5430
Airship AI Holdings
AISP
$60.3M
0 12 12 54.7%
JMSB icon
5431
John Marshall Bancorp
JMSB
$327M
0 4 4 40.4%
ECF
5432
Ellsworth Growth & Income Fund
ECF
$166M
0 5 5 34%
ZSEP
5433
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$123M
0 5 5 11.2%
LEGR icon
5434
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$131M
0 5 5 33.9%
IYLD icon
5435
iShares Morningstar Multi-Asset Income ETF
IYLD
$125M
0 6 6 10.3%
IFGL icon
5436
iShares International Developed Real Estate ETF
IFGL
$83.1M
0 5 5 17%
OXSQ icon
5437
Oxford Square Capital
OXSQ
$163M
0 10 10 40.6%
EWJV icon
5438
iShares MSCI Japan Value ETF
EWJV
$709M
0 4 4 40.1%
HYBB icon
5439
iShares BB Rated Corporate Bond ETF
HYBB
$411M
0 4 4 0.48%
KVHI icon
5440
KVH Industries
KVHI
$181M
0 8 8 75%
IBHH icon
5441
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$453M
0 5 5 0.39%
RZG icon
5442
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$142M
0 5 5 46.4%
PINK icon
5443
Simplify Health Care ETF
PINK
$375M
0 10 10 32.8%
VALU icon
5444
Value Line
VALU
$321M
0 4 4 11.6%
NDLS icon
5445
Noodles & Co
NDLS
$111M
0 7 7 114%
VSDA icon
5446
VictoryShares Dividend Accelerator ETF
VSDA
$246M
0 7 7 14.5%
BITX icon
5447
2x Bitcoin ETF
BITX
$871M
0 19 19 67.1%
DFNL icon
5448
Davis Select Financial ETF
DFNL
$460M
0 4 4 30.6%
PPI
5449
AXS Astoria Inflation Sensitive ETF
PPI
$157M
0 3 3 46%
CLSE icon
5450
Convergence Long/Short Equity ETF
CLSE
$793M
0 8 8 57.3%
216 217
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