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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
PMO
1451
Franklin Municipal Opportunities Trust
PMO
$285M
0 7 7 13%
BSMQ icon
1452
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
0 5 5 2.48%
GMF icon
1453
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$440M
0 8 8 61.7%
PKBK icon
1454
Parke Bancorp
PKBK
$409M
0 3 3 114%
ISCB icon
1455
iShares Morningstar Small-Cap ETF
ISCB
$292M
0 5 5 63.3%
FMAR icon
1456
FT Vest US Equity Buffer ETF March
FMAR
$1.16B
0 3 3 51.2%
FNLC icon
1457
First Bancorp
FNLC
$402M
0 5 5 51.7%
TSBK icon
1458
Timberland Bancorp
TSBK
$358M
0 5 5 69.7%
FYC icon
1459
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.4B
0 7 7 119%
ASG
1460
Liberty All-Star Growth Fund
ASG
$349M
0 11 11 10.7%
LRMR icon
1461
Larimar Therapeutics
LRMR
$454M
0 8 8 10.6%
ITIC
1462
Investors Title Co
ITIC
$530M
0 5 5 89.7%
NTSX icon
1463
WisdomTree US Efficient Core Fund
NTSX
$1.4B
0 5 5 72.8%
BTO
1464
John Hancock Financial Opportunities Fund
BTO
$814M
0 6 6 56.4%
EMO
1465
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.06B
0 8 8 66.7%
VABK icon
1466
Virginia National Bankshares
VABK
$257M
0 6 6 56.3%
PCB icon
1467
PCB Bancorp
PCB
$395M
0 4 4 82%
TYRA icon
1468
Tyra Biosciences
TYRA
$1.51B
0 4 4 83.7%
PFL
1469
PIMCO Income Strategy Fund
PFL
$389M
0 5 5 2.09%
PFIS icon
1470
Peoples Financial Services
PFIS
$714M
0 3 3 77.8%
QTTB icon
1471
Q32 Bio
QTTB
$458M
0 6 6 27%
MYFW icon
1472
First Western Financial
MYFW
$308M
0 3 3 73.8%
KIO
1473
KKR Income Opportunities Fund
KIO
$458M
0 8 8 6.61%
ISTR icon
1474
Investar Holding Corp
ISTR
$424M
0 3 3 190%
NL icon
1475
NLI Holdings
NL
$329M
0 3 3 41.5%
57 58
59
60 61