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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
FNY icon
1576
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$606M
1 7 6 34.6%
BMEZ icon
1577
BlackRock Health Sciences Trust II
BMEZ
$1.01B
1 14 13 2.21%
XLSR icon
1578
State Street US Sector Rotation ETF
XLSR
$1.05B
1 9 8 28.6%
ULH icon
1579
Universal Logistics Holdings
ULH
$518M
1 12 11 54.4%
RELL icon
1580
Richardson Electronics
RELL
$302M
1 9 8 66.7%
QMAR icon
1581
FT Vest Growth-100 Buffer ETF March
QMAR
$580M
1 10 9 31.5%
CMBS icon
1582
iShares CMBS ETF
CMBS
$472M
1 14 13 1.47%
MFIN icon
1583
Medallion Financial
MFIN
$257M
1 12 11 37.6%
LTRX icon
1584
Lantronix
LTRX
$275M
1 14 13 49.8%
ZTR
1585
Virtus Total Return Fund
ZTR
$341M
1 13 12 10%
AWP
1586
abrdn Global Premier Properties Fund
AWP
$362M
1 13 12 15.4%
DSGR icon
1587
Distribution Solutions Group
DSGR
$1.61B
1 11 10 9.61%
JPUS
1588
JPMorgan Diversified Return US Equity ETF
JPUS
$467M
1 5 4 20.9%
NML
1589
Neuberger Energy Infrastructure and Income Fund Inc
NML
$603M
1 8 7 29.9%
OVID icon
1590
Ovid Therapeutics
OVID
$489M
1 9 8 122%
TPHD icon
1591
Timothy Plan High Dividend Stock ETF
TPHD
$369M
1 7 6 15.8%
ISMD icon
1592
Inspire Small/Mid Cap Impact ETF
ISMD
$344M
1 8 7 32.7%
GOVI icon
1593
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.22B
1 10 9 9.15%
XPH icon
1594
State Street SPDR S&P Pharmaceuticals ETF
XPH
$510M
1 9 8 57.4%
VABK icon
1595
Virginia National Bankshares
VABK
$257M
1 8 7 13.9%
HAUZ icon
1596
Xtrackers International Real Estate ETF
HAUZ
$1.07B
1 15 14 1.5%
HYGH icon
1597
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$601M
1 12 11 0.31%
NL icon
1598
NLI Holdings
NL
$329M
1 5 4 9.56%
AGD
1599
abrdn Global Dynamic Dividend Fund
AGD
$324M
1 7 6 16.6%
RWAY icon
1600
Runway Growth Finance
RWAY
$284M
1 14 13 34.1%
62 63
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