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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 ‘18
CHY
2001
Calamos Convertible and High Income Fund
CHY
$1.01B
3 10 7 7.27%
UTMD icon
2002
Utah Medical Products
UTMD
$225M
3 12 9 28.7%
IQI icon
2003
Invesco Quality Municipal Securities
IQI
$522M
3 11 8 17.1%
MXI icon
2004
iShares Global Materials ETF
MXI
$338M
3 7 4 56.3%
CCNE icon
2005
CNB Financial Corp
CCNE
$1.04B
3 8 5 20.7%
ICLN icon
2006
iShares Global Clean Energy ETF
ICLN
$2.31B
3 9 6 84.3%
FSBW icon
2007
FS Bancorp
FSBW
$319M
3 10 7 60.4%
BIT icon
2008
BlackRock Multi-Sector Income Trust
BIT
$698M
3 9 6 27.2%
IMVP
2009
Invesco India ETF
IMVP
$125M
3 12 9 19.6%
OMAB icon
2010
Grupo Aeroportuario Centro Norte
OMAB
$5.16B
3 11 8 171%
CAF
2011
Morgan Stanley China A Share Fund
CAF
$322M
3 12 9 23.1%
QLD icon
2012
ProShares Ultra QQQ
QLD
$12.7B
3 15 12 778%
SPHB icon
2013
Invesco S&P 500 High Beta ETF
SPHB
$971M
3 12 9 229%
PPLT
2014
abrdn Physical Platinum Shares ETF
PPLT
$1.88B
3 8 5 68.7%
HPI
2015
John Hancock Preferred Income Fund
HPI
$430M
3 10 7 21.7%
EOS
2016
Eaton Vance Enhance Equity Income Fund II
EOS
$1.13B
3 7 4 35%
EXI icon
2017
iShares Global Industrials ETF
EXI
$1.42B
3 7 4 117%
TPB icon
2018
Turning Point Brands
TPB
$1.45B
3 14 11 284%
DMLP icon
2019
Dorchester Minerals
DMLP
$1.33B
3 7 4 71.5%
PDSB icon
2020
PDS Biotechnology
PDSB
$38.4M
3 21 18 97.1%
LCNB icon
2021
LCNB Corp
LCNB
$282M
3 8 5 4.26%
RWJ icon
2022
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.05B
3 7 4 169%
DBO icon
2023
Invesco DB Oil Fund
DBO
$403M
3 11 8 92.7%
RGCO icon
2024
RGC Resources
RGCO
$223M
3 5 2 15.7%
VTHR icon
2025
Vanguard Russell 3000 ETF
VTHR
$4.67B
3 7 4 171%
79 80
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