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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
BUFF icon
801
Innovator Laddered Allocation Power Buffer ETF
BUFF
$943M
4 12 8 43.4%
LDP icon
802
Cohen & Steers Duration Preferred & Income Fund
LDP
$600M
4 13 9 20.9%
CFA icon
803
VictoryShares US 500 Volatility Wtd ETF
CFA
$554M
4 9 5 50.6%
PKB icon
804
Invesco Building & Construction ETF
PKB
$396M
4 9 5 108%
RAVI icon
805
FlexShares Ultra-Short Income Fund
RAVI
$1.5B
4 8 4 0.2%
UNTY icon
806
Unity Bancorp
UNTY
$620M
4 5 1 163%
BRBS icon
807
Blue Ridge Bankshares
BRBS
$336M
4 8 4 17%
CLPT icon
808
ClearPoint Neuro
CLPT
$464M
4 12 8 204%
IFN
809
Aberdeen India Fund
IFN
$508M
4 7 3 31.7%
ISMD icon
810
Inspire Small/Mid Cap Impact ETF
ISMD
$346M
4 6 2 66.1%
VCV icon
811
Invesco California Value Municipal Income Trust
VCV
$527M
4 9 5 27.3%
GTE icon
812
Gran Tierra Energy
GTE
$329M
4 14 10 34.1%
RDVT icon
813
Red Violet
RDVT
$1.17B
4 5 1 264%
NAN icon
814
Nuveen New York Quality Municipal Income Fund
NAN
$374M
4 7 3 17.3%
MEGI
815
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$787M
4 12 8 28.4%
ENFR icon
816
Alerian Energy Infrastructure ETF
ENFR
$522M
4 7 3 77.4%
MCBS icon
817
MetroCity Bankshares
MCBS
$1.04B
4 6 2 84%
NB
818
NioCorp Developments
NB
$753M
4 11 7 42.4%
KMLM icon
819
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$413M
4 12 8 11.7%
RWAY icon
820
Runway Growth Finance
RWAY
$291M
4 9 5 45.8%
CHMG icon
821
Chemung Financial Corp
CHMG
$405M
4 5 1 112%
XFLT
822
XAI Floating Rate & Alternative Income Trust
XFLT
$293M
4 6 2 44.6%
CMCL icon
823
Caledonia Mining Corp
CMCL
$440M
4 10 6 131%
TMQ
824
Trilogy Metals
TMQ
$655M
4 8 4 673%
FEMB icon
825
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$367M
4 9 5 9.8%
31 32
33
34 35