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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 Dec ‘23
BBRE icon
901
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.27B
8 11 3 21.5%
IGLD icon
902
FT Vest Gold Strategy Target Income ETF
IGLD
$542M
8 11 3 12.7%
FINS
903
Angel Oak Financial Strategies Income Term Trust
FINS
$424M
8 12 4 6.47%
DPST icon
904
Direxion Daily Regional Banks Bull 3X ETF
DPST
$414M
8 14 6 59.1%
INCE
905
Franklin Income Equity Focus ETF
INCE
$279M
8 11 3 34.9%
TAFI icon
906
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.37B
8 10 2 0.36%
DCRE icon
907
DoubleLine Commercial Real Estate Debt ETF
DCRE
$459M
8 10 2 1.36%
LZM icon
908
Lifezone Metals
LZM
$341M
8 10 2 58.1%
FFLC icon
909
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.24B
8 10 2 68.3%
CLOZ icon
910
Panagram BBB-B CLO ETF
CLOZ
$805M
8 8 0 0.3%
UMMA icon
911
Wahed Dow Jones Islamic World ETF
UMMA
$296M
8 8 0 66.4%
ASPI icon
912
ASP Isotopes
ASPI
$539M
8 10 2 139%
NAVI icon
913
Navient
NAVI
$867M
7 35 28 50.4%
LMAT icon
914
LeMaitre Vascular
LMAT
$1.87B
7 30 23 44.3%
PLAY icon
915
Dave & Buster's
PLAY
$370M
7 48 41 80.3%
MSEX icon
916
Middlesex Water
MSEX
$1.11B
7 25 18 10.3%
NX icon
917
Quanex
NX
$981M
7 20 13 30.1%
EIG icon
918
Employers Holdings
EIG
$871M
7 22 15 23.1%
OIS icon
919
Oil States International
OIS
$526M
7 26 19 28.4%
DSL
920
DoubleLine Income Solutions Fund
DSL
$1.24B
7 19 12 11.8%
MFA
921
MFA Financial
MFA
$931M
7 30 23 18.3%
SAFE
922
Safehold
SAFE
$1.1B
7 29 22 33.9%
ONT
923
Onterris Inc
ONT
$615M
7 22 15 45.5%
PUBM icon
924
PubMatic
PUBM
$787M
7 28 21 5.95%
UVSP icon
925
Univest Financial
UVSP
$1.19B
7 18 11 95.1%
35 36
37
38 39