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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 ‘24
XFLT
2001
XAI Floating Rate & Alternative Income Trust
XFLT
$286M
19 25 6 43.3%
FTK icon
2002
Flotek Industries
FTK
$852M
19 30 11 147%
TSPA icon
2003
T. Rowe Price US Equity Research ETF
TSPA
$4.21B
19 23 4 27.5%
VTEC icon
2004
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.79B
19 24 5 0.88%
STRW icon
2005
Strawberry Fields REIT
STRW
$191M
19 21 2 34.9%
BTCO icon
2006
Invesco Galaxy Bitcoin ETF
BTCO
$422M
19 25 6 33%
PDYN icon
2007
Palladyne AI
PDYN
$247M
19 24 5 57.4%
SMTH icon
2008
ALPS Smith Core Plus Bond ETF
SMTH
$2.96B
19 21 2 0.9%
EDN
2009
Edenor
EDN
$1.17B
19 26 7 37.5%
YMAX icon
2010
YieldMax Universe Fund of Option Income ETFs
YMAX
$386M
19 20 1 56.5%
CGHM
2011
Capital Group Municipal High-Income ETF
CGHM
$3.2B
19 19 0 0.4%
XOVR
2012
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$1.73B
19 20 1 3.28%
NNOV
2013
Innovator Growth-100 Power Buffer ETF - November
NNOV
$86.8M
19 19 0 20.1%
YHNA
2014
YHN Acquisition I Ltd
YHNA
$46.9M
19 19 0 8.75%
SEEM
2015
SEI Select Emerging Markets Equity ETF
SEEM
$603M
19 19 0 60.8%
INV
2016
Innventure Inc
INV
$271M
19 19 0 76.8%
WCMI
2017
First Trust WCM International Equity ETF
WCMI
$1.69B
19 19 0 45.2%
WCN
2018
Waste Connections
WCN
$42.2B
18 82 64 2.45%
ALC icon
2019
Alcon
ALC
$33.6B
18 88 70 18.8%
MEDP icon
2020
Medpace
MEDP
$16.1B
18 100 82 73.7%
MUSA icon
2021
Murphy USA
MUSA
$11.2B
18 67 49 21.1%
OLED icon
2022
Universal Display
OLED
$3.68B
18 94 76 45.2%
NFG icon
2023
National Fuel Gas
NFG
$7.82B
18 67 49 35.6%
POR icon
2024
Portland General Electric
POR
$5.8B
18 68 50 13.1%
LSCC icon
2025
Lattice Semiconductor
LSCC
$17.6B
18 71 53 119%
79 80
81
82 83