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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 ‘22
BKT icon
476
BlackRock Income Trust
BKT
$342M
6 16 10 22.5%
BFC icon
477
Bank First Corp
BFC
$1.76B
6 8 2 110%
BIT icon
478
BlackRock Multi-Sector Income Trust
BIT
$703M
6 12 6 13.3%
VFVA icon
479
Vanguard US Value Factor ETF
VFVA
$940M
6 19 13 76.9%
VTC icon
480
Vanguard Total Corporate Bond ETF
VTC
$1.72B
6 13 7 2.02%
ETB
481
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$461M
6 10 4 4.39%
PFL
482
PIMCO Income Strategy Fund
PFL
$384M
6 12 6 14%
BSJQ icon
483
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$867M
6 12 6 3.24%
IBMP icon
484
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$658M
6 10 4 0.75%
FVCB icon
485
FVCBankcorp
FVCB
$340M
6 20 14 25.5%
GLUE icon
486
Monte Rosa Therapeutics
GLUE
$1.37B
6 12 6 65.8%
DLY
487
DoubleLine Yield Opportunities Fund
DLY
$691M
6 12 6 0.7%
KIO
488
KKR Income Opportunities Fund
KIO
$460M
6 10 4 3.61%
IPSC icon
489
Century Therapeutics
IPSC
$362M
6 9 3 76.2%
OABI icon
490
OmniAb
OABI
$509M
6 10 4 65.3%
SPPP
491
Sprott Physical Platinum and Palladium Trust
SPPP
$604M
6 11 5 4.84%
JBIO
492
Jade Biosciences
JBIO
$1.49B
6 8 2 95.7%
NGS icon
493
Natural Gas Services Group
NGS
$473M
6 10 4 233%
DDWM icon
494
WisdomTree Dynamic International Equity Fund
DDWM
$1.51B
6 8 2 71%
XJH icon
495
iShares ESG Screened S&P Mid-Cap ETF
XJH
$437M
6 13 7 73.3%
TPLC icon
496
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$317M
6 10 4 65.3%
PTA icon
497
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.05B
6 11 5 0.42%
BUFF icon
498
Innovator Laddered Allocation Power Buffer ETF
BUFF
$944M
6 11 5 62.4%
MYN icon
499
BlackRock MuniYield New York Quality Fund
MYN
$378M
6 11 5 7.5%
PFFV icon
500
Global X Variable Rate Preferred ETF
PFFV
$305M
6 12 6 8.74%
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