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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 ‘24
IQI icon
976
Invesco Quality Municipal Securities
IQI
$541M
4 16 12 3.13%
EWQ icon
977
iShares MSCI France ETF
EWQ
$332M
4 28 24 25.4%
TV icon
978
Televisa
TV
$1.51B
4 17 13 3.25%
NUDM icon
979
Nuveen ESG International Developed Markets Equity ETF
NUDM
$730M
4 12 8 34.1%
IBDX icon
980
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.74B
4 12 8 1.51%
CATX icon
981
Perspective Therapeutics
CATX
$354M
4 52 48 68.9%
ONEY icon
982
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$681M
4 9 5 30%
UNG icon
983
United States Natural Gas Fund
UNG
$489M
4 26 22 42.8%
FCBC icon
984
First Community Bankshares
FCBC
$933M
4 11 7 33.9%
TRC icon
985
Tejon Ranch
TRC
$443M
4 15 11 3.81%
OXLC
986
Oxford Lane Capital
OXLC
$950M
4 20 16 64.1%
IIM icon
987
Invesco Value Municipal Income Trust
IIM
$603M
4 12 8 3.81%
EMD
988
Western Asset Emerging Markets Debt Fund
EMD
$612M
4 15 11 13%
CCBG icon
989
Capital City Bank Group
CCBG
$898M
4 14 10 84.6%
SFST icon
990
Southern First Bancshares
SFST
$612M
4 12 8 121%
AVES icon
991
Avantis Emerging Markets Value ETF
AVES
$1.49B
4 11 7 34.3%
MMIT icon
992
IQ MacKay Municipal Intermediate ETF
MMIT
$1.48B
4 10 6 0.29%
ZVRA icon
993
Zevra Therapeutics
ZVRA
$664M
4 15 11 128%
HTD
994
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$904M
4 12 8 26.2%
FBIZ icon
995
First Business Financial Services
FBIZ
$601M
4 10 6 94.2%
LCTD icon
996
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$296M
4 12 8 35.4%
CARE icon
997
Carter Bankshares
CARE
$757M
4 17 13 116%
CPS icon
998
Cooper-Standard Automotive
CPS
$484M
4 12 8 119%
CMPX icon
999
Compass Therapeutics
CMPX
$407M
4 14 10 126%
IJUL icon
1000
Innovator International Developed Power Buffer ETF July
IJUL
$258M
4 11 7 31.7%
38 39
40
41 42