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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 Sep ‘20
EFIV icon
501
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
5 5 0 139%
AMCX icon
502
AMC Global Media
AMCX
$485M
4 48 44 52.4%
TREE icon
503
LendingTree
TREE
$444M
4 28 24 89.7%
OPK icon
504
Opko Health
OPK
$1.04B
4 35 31 62.3%
LILAK icon
505
Liberty Latin America Class C
LILAK
$1.67B
4 33 29 15.3%
NXRT
506
NexPoint Residential Trust
NXRT
$631M
4 22 18 44.3%
AMSF icon
507
AMERISAFE
AMSF
$517M
4 17 13 51.4%
DIN icon
508
Dine Brands
DIN
$462M
4 35 31 33.2%
PDP icon
509
Invesco Dorsey Wright Momentum ETF
PDP
$1.52B
4 16 12 84.3%
SXC icon
510
SunCoke Energy
SXC
$801M
4 22 18 176%
FF icon
511
Future Fuel
FF
$257M
4 19 15 48.5%
FTC icon
512
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.4B
4 14 10 122%
UMH
513
UMH Properties
UMH
$1.39B
4 15 11 20.3%
HRTG icon
514
Heritage Insurance Holdings
HRTG
$980M
4 11 7 226%
BBN icon
515
BlackRock Taxable Municipal Bond Trust
BBN
$984M
4 17 13 38.5%
PWV icon
516
Invesco Large Cap Value ETF
PWV
$1.78B
4 10 6 138%
IMCB icon
517
iShares Morningstar Mid-Cap ETF
IMCB
$1.72B
4 10 6 101%
NAC icon
518
Nuveen California Quality Municipal Income Fund
NAC
$1.85B
4 9 5 18.5%
CHI
519
Calamos Convertible Opportunities and Income Fund
CHI
$1.08B
4 11 7 21.7%
SMDV icon
520
ProShares Russell 2000 Dividend Growers ETF
SMDV
$707M
4 11 7 66.3%
VMD icon
521
Viemed Healthcare
VMD
$353M
4 16 12 7.18%
FPF
522
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.08B
4 13 9 17.2%
IHE icon
523
iShares US Pharmaceuticals ETF
IHE
$1.65B
4 14 10 88.9%
IQI icon
524
Invesco Quality Municipal Securities
IQI
$538M
4 11 7 17.7%
BOE icon
525
BlackRock Enhanced Global Dividend Trust
BOE
$695M
4 13 9 30.6%
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