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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
JPUS
926
JPMorgan Diversified Return US Equity ETF
JPUS
$467M
2 8 6 48.1%
PDT
927
John Hancock Premium Dividend Fund
PDT
$626M
2 11 9 8.06%
CMPX icon
928
Compass Therapeutics
CMPX
$427M
2 26 24 25.5%
GLAD icon
929
Gladstone Capital
GLAD
$444M
2 14 12 0.77%
PMO
930
Franklin Municipal Opportunities Trust
PMO
$285M
2 11 9 1.86%
ORRF icon
931
Orrstown Financial Services
ORRF
$850M
2 4 2 126%
BWFG icon
932
Bankwell Financial Group
BWFG
$542M
2 6 4 179%
FXE icon
933
Invesco CurrencyShares Euro Currency Trust
FXE
$340M
2 10 8 5.49%
ECAT icon
934
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.57B
2 10 8 1.02%
ITIC
935
Investors Title Co
ITIC
$530M
2 7 5 92.4%
ASG
936
Liberty All-Star Growth Fund
ASG
$349M
2 12 10 1.11%
NECB icon
937
Northeast Community Bancorp
NECB
$371M
2 18 16 81.2%
GIGB icon
938
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$970M
2 8 6 0.73%
GBAB
939
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$391M
2 6 4 13.4%
CEMB icon
940
iShares JPMorgan EM Corporate Bond ETF
CEMB
$412M
2 8 6 4.27%
DSGR icon
941
Distribution Solutions Group
DSGR
$1.61B
2 8 6 33.7%
EWN icon
942
iShares MSCI Netherlands ETF
EWN
$727M
2 9 7 63.1%
NKSH icon
943
National Bankshares
NKSH
$271M
2 16 14 46%
JXI icon
944
iShares Global Utilities ETF
JXI
$307M
2 6 4 38.9%
BRBS icon
945
Blue Ridge Bankshares
BRBS
$339M
2 6 4 57.3%
AURA icon
946
Aura Biosciences
AURA
$802M
2 7 5 37.2%
VTEX icon
947
VTEX
VTEX
$660M
2 15 13 19.4%
MFIN icon
948
Medallion Financial
MFIN
$257M
2 9 7 41.6%
SOHU
949
Sohu.com
SOHU
$369M
2 7 5 28.4%
FOF icon
950
Cohen & Steers Closed End Opportunity Fund
FOF
$380M
2 4 2 27.5%
36 37
38
39 40