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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
30 Jun ‘23
KNDI
326
Kandi Technologies Group
KNDI
$63.1M
3 12 9 84.1%
OESX icon
327
Orion Energy Systems
OESX
$78.3M
3 7 4 17.5%
PFIX icon
328
Simplify Interest Rate Hedge ETF
PFIX
$178M
3 12 9 17.8%
AQB icon
329
AquaBounty Technologies
AQB
$7.05M
3 6 3 80.7%
KOCT icon
330
Innovator US Small Cap Power Buffer ETF October
KOCT
$131M
3 6 3 39.9%
UAPR icon
331
Innovator US Equity Ultra Buffer ETF April
UAPR
$159M
3 11 8 36.6%
PIM
332
Franklin Master Intermediate Income Trust
PIM
$153M
3 8 5 0.32%
BRLT icon
333
Brilliant Earth
BRLT
$21.6M
3 7 4 67%
FMN
334
Federated Hermes Premier Municipal Income Fund
FMN
$87.2M
3 5 2 4.89%
IIF
335
Morgan Stanley India Investment Fund
IIF
$220M
3 4 1 7.61%
ELD icon
336
WisdomTree Emerging Markets Local Debt Fund
ELD
$143M
3 8 5 4.49%
DTEC icon
337
ALPS Disruptive Technologies ETF
DTEC
$76.3M
3 4 1 33.8%
UONEK icon
338
Urban One Class D
UONEK
$24.5M
3 8 5 91.2%
ETX
339
Eaton Vance Municipal Income 2028 Term Trust
ETX
$199M
3 3 0 3.92%
CBFV icon
340
CB Financial Services
CBFV
$190M
3 6 3 80.5%
XITK icon
341
State Street SPDR FactSet Innovative Technology ETF
XITK
$71.1M
3 6 3 53.9%
LVO icon
342
LiveOne
LVO
$60.4M
3 6 3 75.1%
FTEK icon
343
Fuel Tech
FTEK
$43.1M
3 7 4 3.76%
PHUN icon
344
Phunware
PHUN
$41.7M
3 8 5 92.4%
GUSH icon
345
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF
GUSH
$240M
3 10 7 29.2%
ESG icon
346
FlexShares STOXX US ESG Select Index Fund
ESG
$137M
3 5 2 68.7%
QCLS
347
Q/C Technologies Inc
QCLS
$22.1M
3 5 2 99.9%
CGTX icon
348
Cognition Therapeutics
CGTX
$99.8M
3 6 3 42.6%
ASRV icon
349
AmeriServ Financial
ASRV
$87.5M
3 4 1 103%
SY
350
So-Young International
SY
$228M
3 8 5 23.4%
12 13
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