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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 ‘21
CSV icon
926
Carriage Services
CSV
$555M
2 14 12 5.55%
BTZ icon
927
BlackRock Credit Allocation Income Trust
BTZ
$963M
2 14 12 33.8%
IIIN icon
928
Insteel Industries
IIIN
$634M
2 15 13 1.9%
CASS icon
929
Cass Information Systems
CASS
$750M
2 14 12 43.7%
MNA icon
930
IQ ARB Merger Arbitrage ETF
MNA
$254M
2 14 12 9.64%
ARDX icon
931
Ardelyx
ARDX
$1.01B
2 27 25 48.4%
ILCB icon
932
iShares Morningstar US Equity ETF
ILCB
$1.33B
2 8 6 77.6%
LQDT icon
933
Liquidity Services
LQDT
$1.35B
2 19 17 68.7%
GGN
934
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$833M
2 14 12 33.3%
PBYI icon
935
Puma Biotechnology
PBYI
$450M
2 15 13 5.12%
IMCB icon
936
iShares Morningstar Mid-Cap ETF
IMCB
$1.73B
2 8 6 50.9%
DWM icon
937
WisdomTree International Equity Fund
DWM
$694M
2 11 9 40.7%
TY icon
938
TRI-Continental Corp
TY
$1.92B
2 17 15 5.78%
IIIV icon
939
i3 Verticals
IIIV
$325M
2 14 12 45%
FISI icon
940
Financial Institutions
FISI
$825M
2 10 8 39.6%
SPLB icon
941
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
2 21 19 32.4%
ECVT icon
942
Ecovyst
ECVT
$1.1B
2 17 15 34.4%
IDLV icon
943
Invesco S&P International Developed Low Volatility ETF
IDLV
$343M
2 14 12 16.3%
MAX icon
944
MediaAlpha
MAX
$813M
2 23 21 68.5%
HFRO
945
Highland Opportunities and Income Fund
HFRO
$398M
2 15 13 34.2%
ACIC icon
946
American Coastal Insurance
ACIC
$461M
2 11 9 71.2%
RFG icon
947
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$361M
2 11 9 40.4%
DSU icon
948
BlackRock Debt Strategies Fund
DSU
$600M
2 10 8 16.8%
VKQ icon
949
Invesco Municipal Trust
VKQ
$550M
2 10 8 27.6%
VLRS
950
Controladora Vuela Compania de Aviacion
VLRS
$922M
2 17 15 58.3%
36 37
38
39 40