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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 Mar ‘24
EVG
501
Eaton Vance Short Duration Diversified Income Fund
EVG
$143M
3 7 4 1.04%
DMO
502
Western Asset Mortgage Opportunity Fund
DMO
$120M
3 9 6 10.4%
IZRL icon
503
ARK Israel Innovative Technology ETF
IZRL
$138M
3 8 5 40%
BGSF icon
504
BGSF Inc
BGSF
$59.2M
3 8 5 46.7%
PSCC icon
505
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$41.4M
3 6 3 0.67%
PCF
506
High Income Securities Fund
PCF
$101M
3 7 4 19.9%
EVF
507
Eaton Vance Senior Income Trust
EVF
$91.6M
3 6 3 20.9%
ESG icon
508
FlexShares STOXX US ESG Select Index Fund
ESG
$136M
3 9 6 43.8%
XITK icon
509
State Street SPDR FactSet Innovative Technology ETF
XITK
$70.8M
3 4 1 35.4%
OMEX icon
510
Odyssey Marine Exploration
OMEX
$52.7M
3 5 2 76.4%
LFT
511
Lument Finance Trust
LFT
$36.8M
3 7 4 71.8%
BMVP icon
512
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$106M
3 5 2 19.6%
APT icon
513
Alpha Pro Tech
APT
$54.9M
3 7 4 13.8%
SBIO icon
514
ALPS Medical Breakthroughs ETF
SBIO
$215M
3 6 3 87.7%
RANI icon
515
Rani Therapeutics
RANI
$88.2M
3 4 1 74.8%
HISF icon
516
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$98.8M
3 6 3 0.75%
SPDV icon
517
AAM S&P 500 High Dividend Value ETF
SPDV
$102M
3 5 2 30.5%
SWZ
518
Swiss Helvetia Fund
SWZ
$77.1M
3 4 1 25.1%
CRDL
519
Cardiol Therapeutics
CRDL
$173M
3 6 3 17.1%
SLND icon
520
Southland Holdings
SLND
$38.5M
3 4 1 86.2%
BFOR icon
521
Barron's 400 ETF
BFOR
$236M
3 5 2 43.1%
AFGR
522
First Trust Active Factor Large Cap Growth ETF
AFGR
$95.7M
3 9 6 36.4%
RSPC icon
523
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$57.4M
3 5 2 22.7%
INAB icon
524
IN8bio
INAB
$10.3M
3 6 3 97%
BSTP icon
525
Innovator Buffer Step-Up Strategy ETF
BSTP
$61.2M
3 7 4 32.7%
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