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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 Dec ‘15
SPXX icon
2001
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$332M
4 6 2 37%
JCE icon
2002
Nuveen Core Equity Alpha Fund
JCE
$279M
4 8 4 14.9%
ASRV icon
2003
AmeriServ Financial
ASRV
$76.8M
4 5 1 41.6%
PHDG icon
2004
Invesco S&P 500 Downside Hedged ETF
PHDG
$73.5M
4 9 5 65.5%
PTN
2005
Palatin Technologies
PTN
$13.8M
4 7 3 99.1%
FXY icon
2006
Invesco CurrencyShares Japanese Yen Trust
FXY
$437M
4 14 10 28.6%
MIY icon
2007
BlackRock MuniYield Michigan Quality Fund
MIY
$352M
4 9 5 13%
SFST icon
2008
Southern First Bancshares
SFST
$589M
4 5 1 174%
MNDO icon
2009
Mind CTI
MNDO
$20.4M
4 9 5 60.1%
USRT icon
2010
iShares Core US REIT ETF
USRT
$4.63B
4 6 2 43.8%
BST icon
2011
BlackRock Science and Technology Trust
BST
$1.61B
4 9 5 172%
MTEX icon
2012
Mannatech
MTEX
$9.22M
4 5 1 74.6%
SMSI icon
2013
Smith Micro Software
SMSI
$14.8M
4 7 3 97.7%
XMLV icon
2014
Invesco S&P MidCap Low Volatility ETF
XMLV
$753M
4 7 3 102%
CLIR icon
2015
ClearSign Technologies
CLIR
$24.3M
4 5 1 92.1%
ENZL icon
2016
iShares MSCI New Zealand ETF
ENZL
$76.9M
4 9 5 24.4%
GBAB
2017
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$382M
4 5 1 35.2%
ASG
2018
Liberty All-Star Growth Fund
ASG
$326M
4 7 3 11.6%
GROW icon
2019
US Global Investors
GROW
$35.7M
4 6 2 146%
SMIN icon
2020
iShares MSCI India Small-Cap ETF
SMIN
$756M
4 7 3 110%
PERI icon
2021
Perion Network
PERI
$372M
4 14 10 13.1%
HNNA icon
2022
Hennessy Advisors
HNNA
$77.1M
4 7 3 51.1%
IVOG icon
2023
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.62B
4 7 3 182%
CIVB icon
2024
Civista Bancshares
CIVB
$604M
4 4 0 127%
LAND
2025
Gladstone Land Corp
LAND
$352M
4 5 1 5.66%
79 80
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