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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 ‘24
INSP icon
101
Inspire Medical Systems
INSP
$1.68B
23 78 55 72.4%
PCT icon
102
PureCycle Technologies
PCT
$1.44B
23 42 19 24.7%
HCKT icon
103
Hackett Group
HCKT
$278M
23 33 10 57.5%
PWP icon
104
Perella Weinberg Partners
PWP
$1.32B
23 32 9 7.77%
SWIM icon
105
Latham Group
SWIM
$902M
23 39 16 12.8%
FLQM icon
106
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.58B
23 28 5 10.6%
OXLC
107
Oxford Lane Capital
OXLC
$952M
23 34 11 62.8%
CLMB icon
108
Climb Global Solutions
CLMB
$531M
23 29 6 14.3%
DJUL icon
109
FT Vest US Equity Deep Buffer ETF July
DJUL
$459M
23 32 9 24.1%
IBEX icon
110
IBEX
IBEX
$481M
23 28 5 79.6%
IDR icon
111
Idaho Strategic Resources
IDR
$501M
23 26 3 97.3%
SLVM icon
112
Sylvamo
SLVM
$1.55B
22 63 41 54.6%
WD icon
113
Walker & Dunlop
WD
$1.47B
22 40 18 62.3%
IDU icon
114
iShares US Utilities ETF
IDU
$1.38B
22 43 21 9.67%
IWC icon
115
iShares Micro-Cap ETF
IWC
$1.51B
22 33 11 62%
DMXF icon
116
iShares ESG Advanced MSCI EAFE ETF
DMXF
$975M
22 31 9 21.9%
OSBC icon
117
Old Second Bancorp
OSBC
$1.31B
22 33 11 65.2%
KREF
118
KKR Real Estate Finance Trust
KREF
$500M
22 37 15 37.1%
PNTG icon
119
Pennant Group
PNTG
$1.36B
22 37 15 8.82%
CTBI icon
120
Community Trust Bancorp
CTBI
$1.43B
22 30 8 58.5%
CNOB icon
121
Center Bancorp
CNOB
$1.81B
22 33 11 32.9%
VIOG icon
122
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.13B
22 29 7 27.4%
QLTA icon
123
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.22B
22 35 13 5.15%
GCT icon
124
GigaCloud Technology
GCT
$1.9B
22 51 29 131%
CCB icon
125
Coastal Financial
CCB
$775M
22 26 4 6.13%
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