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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
LGI
501
Lazard Global Total Return & Income Fund
LGI
$241M
2 7 5 18.4%
TPZ
502
Tortoise Electrification Infrastructure ETF
TPZ
$127M
2 3 1 62.8%
CRWS icon
503
Crown Crafts
CRWS
$32.3M
2 4 2 40.1%
HYPR icon
504
Hyperfine
HYPR
$98.1M
2 5 3 57%
BMRA icon
505
Biomerica
BMRA
$4.85M
2 4 2 85.6%
NNY icon
506
Nuveen New York Municipal Value Fund
NNY
$157M
2 5 3 1.66%
MHH icon
507
Mastech Digital
MHH
$93.9M
2 5 3 20.9%
SWZ
508
Swiss Helvetia Fund
SWZ
$77.1M
2 3 1 27.7%
GEG icon
509
Great Elm Group
GEG
$67.4M
2 3 1 4.88%
NRXP icon
510
NRX Pharmaceuticals
NRXP
$146M
2 6 4 29.3%
UNOV icon
511
Innovator US Equity Ultra Buffer ETF November
UNOV
$110M
2 5 3 33.2%
PSCF icon
512
Invesco S&P SmallCap Financials ETF
PSCF
$27M
2 5 3 57.1%
IVAL icon
513
Alpha Architect International Quantitative Value ETF
IVAL
$223M
2 3 1 53.6%
DJIA icon
514
Global X Dow 30 Covered Call ETF
DJIA
$189M
2 9 7 3.07%
JHS
515
John Hancock Income Securities Trust
JHS
$127M
2 4 2 1.21%
ACR
516
ACRES Commercial Realty
ACR
$103M
2 2 0 62.7%
QAT icon
517
iShares MSCI Qatar ETF
QAT
$63.5M
2 4 2 1.4%
PPIH
518
Perma-Pipe International
PPIH
$214M
2 3 1 176%
PPI
519
AXS Astoria Inflation Sensitive ETF
PPI
$162M
2 3 1 68.9%
WBIY icon
520
WBI Power Factor High Dividend ETF
WBIY
$62.6M
2 3 1 46.3%
TRND icon
521
Pacer Trendpilot Fund of Funds ETF
TRND
$63.5M
2 4 2 28.5%
GANX icon
522
Gain Therapeutics
GANX
$86.6M
2 4 2 54.7%
CPIX icon
523
Cumberland Pharmaceuticals
CPIX
$119M
2 3 1 441%
FNWD icon
524
Finward Bancorp
FNWD
$195M
2 5 3 105%
SOTK icon
525
Sono-Tek
SOTK
$82.5M
2 2 0 2.96%
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