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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 ‘23
SDIV icon
676
Global X SuperDividend ETF
SDIV
$1.21B
4 18 14 8.86%
BFC icon
677
Bank First Corp
BFC
$1.74B
4 8 4 88.6%
NRIM icon
678
Northrim BanCorp
NRIM
$599M
4 19 15 174%
LEGH icon
679
Legacy Housing
LEGH
$683M
4 8 4 23.9%
AMSC icon
680
American Superconductor
AMSC
$1.56B
4 14 10 416%
BIT icon
681
BlackRock Multi-Sector Income Trust
BIT
$701M
4 8 4 14.5%
PTMC icon
682
Pacer Trendpilot US Mid Cap ETF
PTMC
$406M
4 5 1 28.4%
BMAR icon
683
Innovator US Equity Buffer ETF March
BMAR
$255M
4 12 8 58.8%
HBT icon
684
HBT Financial
HBT
$1.33B
4 10 6 97.7%
ISCB icon
685
iShares Morningstar Small-Cap ETF
ISCB
$292M
4 7 3 54.6%
SIZE icon
686
iShares MSCI USA Size Factor ETF
SIZE
$445M
4 10 6 51%
NML
687
Neuberger Energy Infrastructure and Income Fund Inc
NML
$603M
4 7 3 54.8%
HBCP icon
688
Home Bancorp
HBCP
$567M
4 8 4 117%
NBXG
689
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.23B
4 9 5 42.9%
IMTX icon
690
Immatics
IMTX
$1.33B
4 14 10 15.9%
IGPT icon
691
Invesco AI and Next Gen Software ETF
IGPT
$1.17B
4 11 7 159%
HGTY icon
692
Hagerty
HGTY
$1.3B
4 11 7 36.2%
PSNL icon
693
Personalis
PSNL
$1.52B
4 8 4 656%
HMOP icon
694
Hartford Municipal Opportunities ETF
HMOP
$796M
4 8 4 2.02%
PDX
695
PIMCO Dynamic Income Strategy Fund
PDX
$968M
4 9 5 37.4%
AVES icon
696
Avantis Emerging Markets Value ETF
AVES
$1.5B
4 8 4 50.7%
XVV icon
697
iShares ESG Screened S&P 500 ETF
XVV
$677M
4 7 3 74.9%
VFQY icon
698
Vanguard US Quality Factor ETF
VFQY
$500M
4 9 5 55.3%
TRDA icon
699
Entrada Therapeutics
TRDA
$299M
4 16 12 49.3%
TIGR
700
UP Fintech Holding
TIGR
$818M
4 14 10 61.3%
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