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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
INKM icon
1001
State Street Income Allocation ETF
INKM
$75.6M
1 5 4 11.6%
CPSH icon
1002
CPS Technologies
CPSH
$83M
1 3 2 131%
GXDW
1003
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
$6.52M
1 4 3 3.85%
ISEP icon
1004
Innovator International Developed Power Buffer ETF September
ISEP
$63.8M
1 3 2 30.3%
HERZ
1005
Herzfeld Credit Income Fund
HERZ
$33.2M
1 7 6 32.2%
CCIF
1006
Carlyle Credit Income Fund
CCIF
$60.6M
1 8 7 63.7%
LSAF icon
1007
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$126M
1 3 2 43.5%
KALA icon
1008
KALA BIO
KALA
$17.9M
1 2 1 99.8%
AFIF icon
1009
Anfield Universal Fixed Income ETF
AFIF
$228M
1 3 2 3.63%
BYSI icon
1010
BeyondSpring
BYSI
$41M
1 4 3 72.1%
CVU icon
1011
CPI Aerostructures
CVU
$75M
1 2 1 142%
JULJ icon
1012
Innovator Premium Income 30 Barrier ETF July
JULJ
$13.8M
1 3 2 0.52%
SOBR icon
1013
SOBR Safe
SOBR
$1.67M
1 3 2 99.9%
NERV icon
1014
Minerva Neurosciences
NERV
$187M
1 2 1 51.9%
RGS icon
1015
Regis Corp
RGS
$70.1M
1 2 1 274%
DWTX
1016
Dogwood Therapeutics
DWTX
$66.6M
1 5 4 83.5%
KOSS icon
1017
Koss Corp
KOSS
$34.7M
1 3 2 42.8%
CTM icon
1018
Castellum
CTM
$62.4M
1 3 2 153%
PSMJ icon
1019
Pacer Swan SOS Moderate July ETF
PSMJ
$95.9M
1 4 3 31.8%
TOMZ icon
1020
TOMI Environmental Solutions
TOMZ
$14.4M
1 4 3 8.33%
SRTY icon
1021
ProShares UltraPro Short Russell2000
SRTY
$66.3M
1 8 7 79.5%
PTEU icon
1022
Pacer Trendpilot European Index ETF
PTEU
$38.3M
1 2 1 30.3%
EASG icon
1023
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$69.1M
1 3 2 26.5%
BOTJ icon
1024
Bank Of The James
BOTJ
$126M
1 2 1 168%
NUSA icon
1025
Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
$34.6M
1 2 1 0.92%
39 40
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