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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 ‘14
ARKR icon
2001
Ark Restaurants
ARKR
$20.7M
2 5 3 74.3%
SLP icon
2002
Simulations Plus
SLP
$371M
2 5 3 226%
ISTB icon
2003
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
2 3 1 4.57%
JRI icon
2004
Nuveen Real Asset Income & Growth Fund
JRI
$354M
2 6 4 36.4%
VALU icon
2005
Value Line
VALU
$352M
2 4 2 117%
NCA icon
2006
Nuveen California Municipal Value Fund
NCA
$297M
2 3 1 11.2%
PGP
2007
PIMCO Global StockPLUS & Income Fund
PGP
$96.8M
2 3 1 67.7%
SPTL icon
2008
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
2 3 1 23.1%
EMCB icon
2009
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$98.8M
2 6 4 15.7%
MTEX icon
2010
Mannatech
MTEX
$9.8M
2 5 3 58.2%
KIO
2011
KKR Income Opportunities Fund
KIO
$448M
2 5 3 41.4%
VGI
2012
Virtus Global Multi-Sector Income Fund
VGI
$81.2M
2 4 2 59.7%
BIB icon
2013
ProShares Ultra NASDAQ Biotechnology
BIB
$82.8M
2 7 5 112%
ACNB icon
2014
ACNB Corp
ACNB
$654M
2 3 1 232%
FPE icon
2015
First Trust Preferred Securities and Income ETF
FPE
$6.32B
2 6 4 7.74%
AGD
2016
abrdn Global Dynamic Dividend Fund
AGD
$317M
2 4 2 15.4%
ROM icon
2017
ProShares Ultra Technology
ROM
$1.11B
2 6 4 3,026%
STK
2018
Columbia Seligman Premium Technology Growth Fund
STK
$841M
2 5 3 181%
RVP icon
2019
Retractable Technologies
RVP
$20.1M
2 4 2 73.2%
EDV icon
2020
Vanguard World Funds Extended Duration ETF
EDV
$3.33B
2 4 2 41.3%
MNOV icon
2021
MediciNova
MNOV
$65M
2 5 3 35%
NWFL icon
2022
Norwood Financial Corp
NWFL
$367M
2 2 0 77.4%
DMO
2023
Western Asset Mortgage Opportunity Fund
DMO
$119M
2 3 1 57.7%
VTWG icon
2024
Vanguard Russell 2000 Growth ETF
VTWG
$1.48B
2 8 6 171%
CFBK icon
2025
CF Bankshares
CFBK
$221M
2 3 1 318%
79 80
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