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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 ‘23
ONT
651
Onterris Inc
ONT
$575M
4 19 15 54.1%
ASTH icon
652
Astrana Health
ASTH
$1.84B
4 17 13 1.48%
EZM icon
653
WisdomTree US MidCap Fund
EZM
$957M
4 19 15 55.1%
ALT icon
654
Altimmune
ALT
$560M
4 36 32 31.8%
PFM icon
655
Invesco Dividend Achievers ETF
PFM
$812M
4 15 11 58.3%
ACEL icon
656
Accel Entertainment
ACEL
$1.01B
4 18 14 35.9%
CHY
657
Calamos Convertible and High Income Fund
CHY
$1.09B
4 17 13 23.7%
BW icon
658
Babcock & Wilcox
BW
$1.4B
4 18 14 55.6%
ZNTL icon
659
Zentalis Pharmaceuticals
ZNTL
$307M
4 13 9 75.1%
NUMV icon
660
Nuveen ESG Mid-Cap Value ETF
NUMV
$459M
4 8 4 59%
TYG
661
Tortoise Energy Infrastructure Corp
TYG
$1.1B
4 17 13 47%
GLP icon
662
Global Partners
GLP
$1.72B
4 17 13 63.9%
QLTA icon
663
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.22B
4 20 16 2.53%
BWB icon
664
Bridgewater Bancshares
BWB
$620M
4 18 14 105%
FFC
665
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$781M
4 15 11 17.2%
BMRC icon
666
Bank of Marin Bancorp
BMRC
$465M
4 20 16 31.2%
MDIV icon
667
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$431M
4 13 9 15.1%
GNMA icon
668
iShares GNMA Bond ETF
GNMA
$434M
4 12 8 1.46%
MIN
669
Aberdeen Intermediate Income Fund
MIN
$281M
4 15 11 10.8%
NCV
670
Virtus Convertible & Income Fund
NCV
$390M
4 13 9 28.4%
IDLV icon
671
Invesco S&P International Developed Low Volatility ETF
IDLV
$344M
4 15 11 31.5%
TBLA icon
672
Taboola.com
TBLA
$1.05B
4 19 15 43.4%
DGRS icon
673
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$415M
4 10 6 47.5%
DOLE icon
674
Dole
DOLE
$1.26B
4 21 17 13.7%
NVGS icon
675
Navigator Holdings
NVGS
$1.28B
4 18 14 48.4%
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