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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 ‘20
CHI
2026
Calamos Convertible Opportunities and Income Fund
CHI
$1.03B
15 23 8 5.98%
GNR icon
2027
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.77B
15 24 9 60.9%
EXK
2028
Endeavour Silver
EXK
$2.29B
15 27 12 53.4%
IBDR icon
2029
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.39B
15 18 3 10.8%
PHK
2030
PIMCO High Income Fund
PHK
$873M
15 26 11 22.6%
AVXL icon
2031
Anavex Life Sciences
AVXL
$273M
15 20 5 45.4%
BSY icon
2032
Bentley Systems
BSY
$10.9B
15 36 21 11.4%
LPL icon
2033
LG Display
LPL
$3.07B
15 22 7 63.6%
XSW icon
2034
State Street SPDR S&P Software & Services ETF
XSW
$465M
15 20 5 22.1%
BSCR icon
2035
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
15 20 5 12.4%
GUT
2036
Gabelli Utility Trust
GUT
$574M
15 20 5 19%
PBD icon
2037
Invesco Global Clean Energy ETF
PBD
$186M
15 19 4 49.2%
ITEQ icon
2038
Amplify BlueStar Israel Technology ETF
ITEQ
$115M
15 18 3 6.81%
HRMY icon
2039
Harmony Biosciences
HRMY
$2.06B
15 29 14 1.52%
PIM
2040
Franklin Master Intermediate Income Trust
PIM
$150M
15 19 4 26.2%
PAUG icon
2041
Innovator US Equity Power Buffer ETF August
PAUG
$859M
15 18 3 63.7%
PRN icon
2042
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$426M
15 16 1 137%
XHS icon
2043
State Street SPDR S&P Health Care Services ETF
XHS
$207M
15 17 2 38.7%
TIGR
2044
UP Fintech Holding
TIGR
$868M
15 24 9 38.8%
FABC
2045
Fabric.AI Inc
FABC
$18.2M
15 22 7 99.6%
EVGN icon
2046
Evogene
EVGN
$6.49M
15 19 4 98.9%
SMTI icon
2047
Sanara MedTech
SMTI
$313M
15 15 0 31.9%
DOCT
2048
FT Vest US Equity Deep Buffer ETF October
DOCT
$386M
15 15 0 52.8%
HYFT
2049
MindWalk Holdings
HYFT
$63.4M
15 15 0 91%
BF.B icon
2050
Brown-Forman Class B
BF.B
$12.8B
14 64 50 65%
80 81
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83 84