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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
SMBK icon
1426
SmartFinancial
SMBK
$898M
0 6 6 146%
AROW icon
1427
Arrow Financial
AROW
$725M
0 11 11 130%
WSBF icon
1428
Waterstone Financial
WSBF
$378M
0 10 10 91.8%
NCV
1429
Virtus Convertible & Income Fund
NCV
$393M
0 12 12 39.7%
MIN
1430
Aberdeen Intermediate Income Fund
MIN
$281M
0 10 10 7.84%
OPRT icon
1431
Oportun Financial
OPRT
$346M
0 18 18 4.16%
FCBC icon
1432
First Community Bankshares
FCBC
$927M
0 6 6 66.4%
NXP icon
1433
Nuveen Select Tax-Free Income Portfolio
NXP
$898M
0 10 10 7.14%
EQBK icon
1434
Equity Bancshares
EQBK
$1.06B
0 7 7 114%
BIBL icon
1435
Inspire 100 ETF
BIBL
$503M
0 7 7 82.9%
IDLV icon
1436
Invesco S&P International Developed Low Volatility ETF
IDLV
$344M
0 7 7 37.9%
INBK icon
1437
First Internet Bancorp
INBK
$255M
0 7 7 80.1%
ISCF icon
1438
iShares International Small Cap Equity Factor ETF
ISCF
$682M
0 10 10 54.6%
FDRR icon
1439
Fidelity Dividend ETF for Rising Rates
FDRR
$760M
0 8 8 75.4%
HTD
1440
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$905M
0 9 9 43.9%
CSM icon
1441
ProShares Large Cap Core Plus
CSM
$533M
0 6 6 82.8%
IAI icon
1442
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.37B
0 10 10 108%
XTN icon
1443
State Street SPDR S&P Transportation ETF
XTN
$392M
0 13 13 47.7%
DWAS icon
1444
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$451M
0 8 8 57.6%
IAK icon
1445
iShares US Insurance ETF
IAK
$534M
0 14 14 57.5%
FAPR icon
1446
FT Vest US Equity Buffer ETF April
FAPR
$1.3B
0 9 9 47.9%
RCEL icon
1447
Avita Medical
RCEL
$251M
0 10 10 44.4%
FMF icon
1448
First Trust Managed Futures Strategy Fund
FMF
$259M
0 9 9 3.72%
HYGV icon
1449
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.1B
0 15 15 0.86%
PEO
1450
Adams Natural Resources Fund
PEO
$776M
0 8 8 24.4%
56 57
58
59 60