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
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Name Net new
positions 		New positions Closed positions Return since
31 Dec ‘23
1051
2 5 3 43.1%
1052
2 2 0 130%
1053
2 9 7 76.1%
ROAM icon
1054
Hartford Multifactor Emerging Markets ETF
ROAM
$99.8M
2 3 1 51.3%
1055
2 5 3 18.5%
1056
2 6 4 24.8%
1057
2 3 1 56.6%
1058
2 3 1 38.7%
1059
2 2 0 267%
1060
2 3 1 91.1%
HERZ
1061
Herzfeld Credit Income Fund
HERZ
$32.5M
2 7 5 33%
1062
2 4 2 27.2%
1063
2 4 2 7.37%
1064
2 5 3 39.3%
1065
2 7 5 5.71%
1066
2 5 3 15.2%
1067
2 5 3 7.29%
1068
2 3 1 32.6%
1069
2 9 7 1.22%
1070
2 4 2 90.3%
1071
2 6 4 96.5%
1072
2 6 4 15.9%
1073
2 2 0 47.1%
1074
2 4 2 27.6%
1075
2 3 1 39.7%
41 42
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44 45