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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 ‘24
FVCB icon
876
FVCBankcorp
FVCB
$339M
5 9 4 72.4%
LDP icon
877
Cohen & Steers Duration Preferred & Income Fund
LDP
$601M
5 7 2 3.87%
EWM icon
878
iShares MSCI Malaysia ETF
EWM
$332M
5 15 10 25.4%
IGHG icon
879
ProShares Investment Grade-Interest Rate Hedged
IGHG
$329M
5 13 8 2.07%
DBJP icon
880
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$726M
5 11 6 57.7%
WHWK
881
Whitehawk Therapeutics
WHWK
$267M
5 21 16 221%
SVOL icon
882
Simplify Volatility Premium ETF
SVOL
$538M
5 13 8 27.5%
DAPR icon
883
FT Vest US Equity Deep Buffer ETF April
DAPR
$316M
5 11 6 17.9%
FLDR icon
884
Fidelity Low Duration Bond Factor ETF
FLDR
$1.98B
5 11 6 0.34%
FMAO icon
885
Farmers & Merchants Bancorp
FMAO
$486M
5 11 6 52.2%
FOF icon
886
Cohen & Steers Closed End Opportunity Fund
FOF
$383M
5 10 5 15.4%
STK
887
Columbia Seligman Premium Technology Growth Fund
STK
$943M
5 6 1 60.4%
FAD icon
888
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$599M
5 8 3 56.9%
ANRO icon
889
Alto Neuroscience
ANRO
$1.26B
5 18 13 202%
KDK
890
Kodiak AI
KDK
$821M
5 9 4 61.7%
BYLD icon
891
iShares Yield Optimized Bond ETF
BYLD
$443M
5 10 5 0.77%
BSMU icon
892
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$277M
5 9 4 0.32%
GAL icon
893
State Street Global Allocation ETF
GAL
$316M
5 10 5 24.9%
GDEC icon
894
FT Vest US Equity Moderate Buffer ETF December
GDEC
$438M
5 10 5 25.2%
USMF icon
895
WisdomTree US Multifactor Fund
USMF
$305M
5 9 4 19.4%
TPSC icon
896
Timothy Plan US Small Cap Core ETF
TPSC
$388M
5 12 7 38.4%
PBFS icon
897
Pioneer Bancorp
PBFS
$418M
5 8 3 72.7%
SOR
898
Source Capital
SOR
$384M
5 9 4 5.31%
IBMR icon
899
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$472M
5 9 4 1.85%
GOCT icon
900
FT Vest US Equity Moderate Buffer ETF October
GOCT
$265M
5 8 3 24.1%
34 35
36
37 38