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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
BLW icon
951
BlackRock Limited Duration Income Trust
BLW
$508M
2 6 4 23.6%
SANA icon
952
Sana Biotechnology
SANA
$1.1B
2 19 17 81.3%
ISD
953
PGIM High Yield Bond Fund
ISD
$415M
2 10 8 23.4%
WNEB icon
954
Western New England Bancorp
WNEB
$282M
2 19 17 72.4%
QEFA icon
955
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.08B
2 9 7 34%
EQBK icon
956
Equity Bancshares
EQBK
$1.07B
2 7 5 69.7%
MVBF icon
957
MVB Financial
MVBF
$397M
2 12 10 28.3%
MASS icon
958
908 Devices
MASS
$418M
2 20 18 73.9%
CCBG icon
959
Capital City Bank Group
CCBG
$898M
2 6 4 104%
GLP icon
960
Global Partners
GLP
$1.69B
2 9 7 92.2%
ANNX icon
961
Annexon
ANNX
$862M
2 13 11 76.6%
SMMU icon
962
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
2 9 7 2.2%
BH icon
963
Biglari Holdings Class B
BH
$1.22B
2 9 7 143%
DSM
964
BNY Mellon Strategic Municipal Bond Fund
DSM
$291M
2 8 6 28.4%
VRIG icon
965
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
2 10 8 0.04%
PRN icon
966
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$442M
2 14 12 124%
DGRS icon
967
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$415M
2 7 5 32.1%
HQL
968
abrdn Life Sciences Investors
HQL
$643M
2 11 9 1.35%
GLAD icon
969
Gladstone Capital
GLAD
$452M
2 9 7 12.5%
PFEB icon
970
Innovator US Equity Power Buffer ETF February
PFEB
$926M
2 7 5 54.9%
FDLO icon
971
Fidelity Low Volatility Factor ETF
FDLO
$1.46B
2 8 6 55.1%
AMTB icon
972
Amerant Bancorp
AMTB
$1.14B
2 9 7 36.5%
OPFI icon
973
OppFi
OPFI
$608M
2 19 17 30.2%
NCZ
974
Virtus Convertible & Income Fund II
NCZ
$306M
2 10 8 24.8%
GUT
975
Gabelli Utility Trust
GUT
$580M
2 7 5 16.6%
37 38
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40 41