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
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Name Net new
positions 		New positions Closed positions Return since
31 Mar ‘16
2026
1 5 4 149%
2027
1 3 2 266%
2028
1 2 1 80.3%
IPWR icon
2029
Ideal Power
IPWR
$33.6M
1 1 0 93.6%
2030
1 2 1 190%
2031
1 5 4 19%
2032
1 4 3 14.7%
2033
1 5 4 191%
2034
1 4 3 20.8%
2035
1 2 1 16.1%
RDIV icon
2036
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$944M
1 6 5 81.2%
2037
1 3 2 38.2%
2038
1 7 6 14%
2039
1 1 0 31.4%
2040
1 2 1 98.7%
2041
1 3 2 124%
2042
1 3 2 36.7%
2043
1 1 0 43.1%
2044
1 3 2 120%
2045
1 1 0 –
2046
1 3 2 65.4%
2047
1 1 0 88.1%
2048
1 2 1 42.1%
2049
1 4 3 4.8%
2050
1 2 1 1,532%
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