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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 ‘23
FJUN icon
651
FT Vest US Equity Buffer ETF June
FJUN
$1.4B
5 15 10 51.8%
BGRN icon
652
iShares USD Green Bond ETF
BGRN
$503M
5 10 5 4.17%
BHB icon
653
Bar Harbor Bankshares
BHB
$681M
5 9 4 71.9%
NAK
654
Northern Dynasty Minerals
NAK
$930M
5 15 10 410%
AVK
655
Advent Convertible and Income Fund
AVK
$577M
5 12 7 28%
MPB icon
656
Mid Penn Bancorp
MPB
$971M
5 13 8 90.5%
IIM icon
657
Invesco Value Municipal Income Trust
IIM
$603M
5 10 5 23.2%
PPT
658
Franklin Premier Income Trust
PPT
$332M
5 13 8 3.58%
LMNR icon
659
Limoneira
LMNR
$250M
5 11 6 9.86%
DOL icon
660
WisdomTree True Developed International Fund
DOL
$848M
5 14 9 68.9%
GUT
661
Gabelli Utility Trust
GUT
$580M
5 13 8 25.1%
PRME icon
662
Prime Medicine
PRME
$575M
5 11 6 66.8%
FTHY
663
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$496M
5 8 3 1.35%
TAXF icon
664
American Century Diversified Municipal Bond ETF
TAXF
$688M
5 11 6 4.67%
EFIV icon
665
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
5 9 4 83.5%
TEI
666
Templeton Emerging Markets Income Fund
TEI
$321M
5 10 5 47.5%
HIPO icon
667
Hippo Holdings
HIPO
$869M
5 13 8 313%
AVRE icon
668
Avantis Real Estate ETF
AVRE
$871M
5 10 5 28.7%
BTAL icon
669
AGF US Market Neutral Anti-Beta Fund
BTAL
$297M
5 22 17 40.5%
EAD
670
Allspring Income Opportunities Fund
EAD
$377M
5 12 7 4.59%
DBEU icon
671
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$802M
5 11 6 56.5%
THW
672
abrdn World Healthcare Fund
THW
$560M
5 11 6 18.4%
VFVA icon
673
Vanguard US Value Factor ETF
VFVA
$945M
5 9 4 62.4%
TCBX icon
674
Third Coast Bancshares
TCBX
$766M
5 8 3 169%
FQAL icon
675
Fidelity Quality Factor ETF
FQAL
$1.47B
5 12 7 73.4%
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