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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 ‘16
VKI icon
2001
Invesco Advantage Municipal Income Trust II
VKI
$397M
6 17 11 20%
XRN
2002
Chiron Real Estate Inc
XRN
$535M
6 17 11 17.2%
QDF icon
2003
FlexShares Quality Dividend Index Fund
QDF
$2.2B
6 11 5 128%
NKSH icon
2004
National Bankshares
NKSH
$253M
6 7 1 8.4%
PLPC icon
2005
Preformed Line Products
PLPC
$1.39B
6 9 3 388%
GENC icon
2006
Gencor Industries
GENC
$212M
6 8 2 7.71%
PFM icon
2007
Invesco Dividend Achievers ETF
PFM
$789M
6 9 3 146%
IXG icon
2008
iShares Global Financials ETF
IXG
$669M
6 14 8 127%
ATEX icon
2009
Anterix
ATEX
$1.72B
6 9 3 291%
JGH icon
2010
Nuveen Global High Income Fund
JGH
$348M
6 14 8 22.5%
RUSHB icon
2011
Rush Enterprises Class B
RUSHB
$6.14B
6 11 5 476%
PFIS icon
2012
Peoples Financial Services
PFIS
$718M
6 8 2 47.2%
NATH icon
2013
Nathan's Famous
NATH
$403M
6 12 6 51.8%
CRESY
2014
Cresud
CRESY
$806M
6 13 7 19.7%
SENS icon
2015
Senseonics Holdings Inc
SENS
$254M
6 10 4 90.9%
ALCO icon
2016
Alico
ALCO
$280M
6 8 2 39.3%
THQ
2017
abrdn Healthcare Opportunities Fund
THQ
$784M
6 11 5 22%
HPI
2018
John Hancock Preferred Income Fund
HPI
$428M
6 8 2 21.6%
SOR
2019
Source Capital
SOR
$375M
6 9 3 26.8%
ILCV icon
2020
iShares Morningstar Value ETF
ILCV
$1.31B
6 10 4 122%
OESX icon
2021
Orion Energy Systems
OESX
$38.9M
6 7 1 55.8%
ONEQ icon
2022
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.97B
6 11 5 355%
AIVI icon
2023
WisdomTree International AI Enhanced Value Fund
AIVI
$60.6M
6 11 5 54.5%
AQMS icon
2024
Aqua Metals
AQMS
$9.78M
6 10 4 99.9%
SUPV
2025
Grupo Supervielle
SUPV
$823M
6 13 7 28.5%
79 80
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