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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 ‘14
UMH
2001
UMH Properties
UMH
$1.32B
0 8 8 63.4%
KVHI icon
2002
KVH Industries
KVHI
$181M
0 3 3 18%
IUSV icon
2003
iShares Core S&P US Value ETF
IUSV
$27.3B
0 9 9 159%
CTO
2004
CTO Realty Growth
CTO
$744M
0 7 7 65.4%
PEO
2005
Adams Natural Resources Fund
PEO
$733M
0 5 5 3.75%
STIP icon
2006
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
0 9 9 0.62%
GIC icon
2007
Global Industrial
GIC
$1.36B
0 6 6 186%
DGICA icon
2008
Donegal Group Class A
DGICA
$701M
0 3 3 23.1%
CASH icon
2009
Pathward Financial
CASH
$1.82B
0 3 3 633%
ITA icon
2010
iShares US Aerospace & Defense ETF
ITA
$14.4B
0 12 12 353%
NFJ
2011
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
0 6 6 17.1%
PXLW icon
2012
Pixelworks
PXLW
$37.9M
0 12 12 92.3%
CWI icon
2013
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.75B
0 4 4 70%
PWV icon
2014
Invesco Large Cap Value ETF
PWV
$1.68B
0 6 6 163%
IBND icon
2015
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$454M
0 10 10 13.4%
EES icon
2016
WisdomTree US SmallCap Earnings Fund
EES
$721M
0 7 7 167%
BBH icon
2017
VanEck Biotech ETF
BBH
$397M
0 7 7 92.8%
EVF
2018
Eaton Vance Senior Income Trust
EVF
$90.1M
0 8 8 23.8%
BSRR icon
2019
Sierra Bancorp
BSRR
$538M
0 7 7 146%
WTBA icon
2020
West Bancorporation
WTBA
$472M
0 4 4 96.1%
VCLT icon
2021
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.86B
0 7 7 19%
NAD icon
2022
Nuveen Quality Municipal Income Fund
NAD
$2.72B
0 5 5 16%
WEYS icon
2023
Weyco Group
WEYS
$368M
0 3 3 53.8%
NIE
2024
Virtus Equity & Convertible Income Fund
NIE
$715M
0 5 5 29.9%
FPF
2025
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.08B
0 5 5 18.6%
79 80
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