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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
ULST icon
926
State Street Ultra Short Term Bond ETF
ULST
$527M
3 16 13 0.2%
OXLC
927
Oxford Lane Capital
OXLC
$951M
3 17 14 61%
DSM
928
BNY Mellon Strategic Municipal Bond Fund
DSM
$291M
3 12 9 18.5%
BKSY icon
929
BlackSky Technology
BKSY
$1.26B
3 11 8 228%
ESQ icon
930
Esquire Financial Holdings
ESQ
$1.61B
3 7 4 192%
XJH icon
931
iShares ESG Screened S&P Mid-Cap ETF
XJH
$438M
3 10 7 56.6%
DCBO
932
Docebo
DCBO
$569M
3 15 12 44.7%
BSRR icon
933
Sierra Bancorp
BSRR
$531M
3 6 3 116%
MLN icon
934
VanEck Long Muni ETF
MLN
$684M
3 15 12 4.91%
NEWT icon
935
NewtekOne
NEWT
$376M
3 13 10 11.7%
BKKT icon
936
Bakkt Inc
BKKT
$332M
3 13 10 74.6%
JPSE icon
937
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$609M
3 14 11 55.3%
FBIZ icon
938
First Business Financial Services
FBIZ
$599M
3 7 4 138%
GXC icon
939
State Street SPDR S&P China ETF
GXC
$470M
3 11 8 26.2%
HQL
940
abrdn Life Sciences Investors
HQL
$646M
3 11 8 70.3%
LEO
941
BNY Mellon Strategic Municipals
LEO
$387M
3 10 7 16.7%
GAM
942
General American Investors Company
GAM
$1.62B
3 8 5 65.4%
CMPX icon
943
Compass Therapeutics
CMPX
$416M
3 8 5 17.3%
TDVG icon
944
T. Rowe Price Dividend Growth ETF
TDVG
$1.45B
3 11 8 58.1%
DBO icon
945
Invesco DB Oil Fund
DBO
$389M
3 11 8 18%
HBT icon
946
HBT Financial
HBT
$1.34B
3 6 3 103%
BME icon
947
BlackRock Health Sciences Trust
BME
$577M
3 8 5 14%
GILT icon
948
Gilat Satellite Networks
GILT
$907M
3 8 5 83%
ALRS icon
949
Alerus Financial
ALRS
$842M
3 6 3 85.9%
BCML icon
950
BayCom
BCML
$342M
3 8 5 63.1%
36 37
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39 40