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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 ‘16
PTLC icon
2001
Pacer Trendpilot US Large Cap ETF
PTLC
$3.23B
1 5 4 164%
AIRT icon
2002
Air T
AIRT
$73.1M
1 3 2 68.6%
XTL icon
2003
State Street SPDR S&P Telecom ETF
XTL
$568M
1 3 2 265%
NTIC icon
2004
Northern Technologies International Corp
NTIC
$76.3M
1 2 1 27.1%
CBAN icon
2005
Colony Bankcorp
CBAN
$460M
1 1 0 137%
TDTF icon
2006
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.03B
1 4 3 7.48%
TENX icon
2007
Tenax Therapeutics
TENX
$429M
1 2 1 100%
NORW icon
2008
Global X MSCI Norway ETF
NORW
$85M
1 2 1 61.4%
PFD
2009
Flaherty & Crumrine Preferred and Income Fund
PFD
$145M
1 5 4 20.4%
BFOR icon
2010
Barron's 400 ETF
BFOR
$230M
1 2 1 211%
NNY icon
2011
Nuveen New York Municipal Value Fund
NNY
$156M
1 4 3 18.4%
IPWR icon
2012
Ideal Power
IPWR
$64.5M
1 1 0 91.3%
FMY
2013
First Trust Mortgage Income Fund
FMY
$48.9M
1 2 1 19.3%
PZG icon
2014
Paramount Gold Nevada
PZG
$96.1M
1 4 3 22.2%
WF icon
2015
Woori Financial
WF
$16.4B
1 5 4 171%
RDIV icon
2016
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.38B
1 6 5 107%
ANGL icon
2017
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
1 7 6 12.3%
PSR icon
2018
Invesco Active US Real Estate Fund
PSR
$60.3M
1 1 0 43.6%
BRN icon
2019
Barnwell Industries
BRN
$14.7M
1 3 2 40%
CAPR icon
2020
Capricor Therapeutics
CAPR
$405M
1 3 2 72.4%
KMDA icon
2021
Kamada
KMDA
$403M
1 3 2 82.5%
CIX icon
2022
Comp X International
CIX
$342M
1 3 2 164%
AUBN icon
2023
Auburn National Bancorp
AUBN
$91.9M
1 1 0 6.9%
AAME icon
2024
Atlantic American Corp
AAME
$31.6M
1 1 0 65.2%
OCGN icon
2025
Ocugen
OCGN
$427M
1 2 1 99.1%
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