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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 ‘22
BSL
226
Blackstone Senior Floating Rate 2027 Term Fund
BSL
$171M
7 11 4 5.39%
AMOD
227
Alpha Modus Holdings
AMOD
$21.8M
7 11 4 98.9%
ETHO icon
228
Amplify Etho Climate Leadership US ETF
ETHO
$195M
7 10 3 67.8%
PIM
229
Franklin Master Intermediate Income Trust
PIM
$153M
7 14 7 0.94%
MSAI icon
230
MultiSensor AI
MSAI
$10.9M
7 10 3 98.7%
PTIN icon
231
Pacer Trendpilot International ETF
PTIN
$188M
7 13 6 55%
IGA
232
Voya Global Advantage and Premium Opportunity Fund
IGA
$158M
7 9 2 18.3%
ERX icon
233
Direxion Daily Energy Bull 2X ETF
ERX
$242M
7 14 7 47.6%
CPTL
234
Global X Funds Global X Morningstar Capital Allocation Leaders ETF
CPTL
$120M
7 9 2 79.3%
MCN
235
Madison Covered Call & Equity Strategy Fund
MCN
$119M
7 10 3 27%
ZSTK
236
ZeroStack Corp
ZSTK
$19.4M
7 12 5 99.1%
GROV icon
237
Grove Collaborative
GROV
$45.3M
7 16 9 47%
PZT icon
238
Invesco New York AMT-Free Municipal Bond ETF
PZT
$139M
7 13 6 0.72%
VANI icon
239
Vivani Medical
VANI
$121M
7 11 4 64.8%
IAPR icon
240
Innovator International Developed Power Buffer ETF April
IAPR
$202M
7 13 6 42.6%
FLC
241
Flaherty & Crumrine Total Return Fund
FLC
$176M
7 9 2 6.65%
IAF
242
abrdn Australia Equity Fund
IAF
$128M
7 10 3 1.14%
NRT
243
North European Oil Royalty Trust
NRT
$83.3M
7 9 2 28.6%
EVTL icon
244
Vertical Aerospace
EVTL
$115M
7 13 6 97.3%
PAMC icon
245
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$54.6M
7 8 1 74.1%
DLNG icon
246
Dynagas LNG Partners
DLNG
$143M
7 9 2 50%
OCTT icon
247
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$56M
7 8 1 68.8%
XELB icon
248
Xcel Brands
XELB
$6.48M
7 8 1 84.7%
EFNL icon
249
iShares MSCI Finland ETF
EFNL
$248M
7 8 1 41.1%
FBCV
250
Fidelity Blue Chip Value ETF
FBCV
$183M
7 9 2 51.3%
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