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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
BSCR icon
251
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
17 24 7 3.21%
CUBI icon
252
Customers Bancorp
CUBI
$2.78B
17 41 24 172%
DFSD
253
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.16B
17 24 7 2.37%
CGXU icon
254
Capital Group International Focus Equity ETF
CGXU
$6.62B
17 20 3 49.6%
TAC icon
255
TransAlta
TAC
$3.93B
17 25 8 32.7%
DIHP icon
256
Dimensional International High Profitability ETF
DIHP
$6.59B
17 24 7 45.4%
PLPC icon
257
Preformed Line Products
PLPC
$2.35B
17 23 6 208%
IBDU icon
258
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
17 22 5 2.72%
TRVI icon
259
Trevi Therapeutics
TRVI
$2.56B
17 22 5 652%
CGMS icon
260
Capital Group US Multi-Sector Income ETF
CGMS
$5.41B
17 18 1 4.22%
SON icon
261
Sonoco
SON
$5.71B
16 53 37 2.08%
BILL icon
262
BILL Holdings
BILL
$4.78B
16 78 62 58.9%
CUBE icon
263
CubeSmart
CUBE
$9.29B
16 53 37 7.59%
VIGI icon
264
Vanguard International Dividend Appreciation ETF
VIGI
$9.27B
16 33 17 32.1%
ADC icon
265
Agree Realty
ADC
$9.21B
16 56 40 13.3%
ESML icon
266
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.93B
16 40 24 57%
EPR icon
267
EPR Properties
EPR
$4.64B
16 47 31 29.5%
SLG icon
268
SL Green Realty
SLG
$3.94B
16 60 44 85.2%
ABM icon
269
ABM Industries
ABM
$2.82B
16 44 28 12.8%
GBDC icon
270
Golub Capital BDC
GBDC
$3.38B
16 33 17 3.56%
SPGP icon
271
Invesco S&P 500 GARP ETF
SPGP
$2.31B
16 38 22 40.5%
DFSV
272
Dimensional US Small Cap Value ETF
DFSV
$8.36B
16 25 9 56.7%
ADMA icon
273
ADMA Biologics
ADMA
$2.23B
16 29 13 170%
NULG icon
274
Nuveen ESG Large-Cap Growth ETF
NULG
$2.79B
16 25 9 88.9%
IBDT icon
275
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
16 22 6 2.73%
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