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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 ‘22
ACVA icon
226
ACV Auctions
ACVA
$1.35B
13 40 27 47.6%
FGD icon
227
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.59B
13 21 8 37.9%
CCB icon
228
Coastal Financial
CCB
$754M
13 20 7 7.8%
NGVC icon
229
Vitamin Cottage Natural Grocers
NGVC
$632M
13 22 9 39.9%
VLRS
230
Controladora Vuela Compania de Aviacion
VLRS
$906M
13 31 18 56.7%
RSPU icon
231
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$534M
13 20 7 28.7%
SBR
232
Sabine Royalty Trust
SBR
$1.06B
13 19 6 26.4%
SHBI icon
233
Shore Bancshares
SHBI
$801M
13 18 5 17.2%
DBO icon
234
Invesco DB Oil Fund
DBO
$393M
13 23 10 21.2%
DFEB icon
235
FT Vest US Equity Deep Buffer ETF February
DFEB
$463M
13 21 8 43.4%
LWLG icon
236
Lightwave Logic
LWLG
$1.23B
13 23 10 16.6%
FVAL icon
237
Fidelity Value Factor ETF
FVAL
$1.37B
13 16 3 62.8%
HRZN icon
238
Horizon Technology Finance
HRZN
$333M
13 17 4 64.2%
KJAN icon
239
Innovator US Small Cap Power Buffer ETF January
KJAN
$328M
13 15 2 48.4%
XMVM icon
240
Invesco S&P MidCap Value with Momentum ETF
XMVM
$509M
13 16 3 56%
FTHY
241
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$496M
13 16 3 22.6%
XES icon
242
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$390M
13 22 9 61.6%
FMAO icon
243
Farmers & Merchants Bancorp
FMAO
$484M
13 16 3 2.79%
BMAR icon
244
Innovator US Equity Buffer ETF March
BMAR
$255M
13 19 6 68.2%
IMRX icon
245
Immuneering
IMRX
$328M
13 14 1 21.6%
FLGB icon
246
Franklin FTSE United Kingdom ETF
FLGB
$928M
13 17 4 47.2%
OPFI icon
247
OppFi
OPFI
$585M
13 19 6 100%
FCPI icon
248
Fidelity Stocks for Inflation ETF
FCPI
$283M
13 15 2 66.6%
UGL icon
249
ProShares Ultra Gold
UGL
$817M
13 16 3 217%
SKYH icon
250
Sky Harbour Group
SKYH
$396M
13 13 0 23%
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