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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
TLTD icon
1601
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$688M
1 5 4 39%
NMAI icon
1602
Nuveen Multi-Asset Income Fund
NMAI
$497M
1 8 7 12.5%
HYBL icon
1603
State Street Blackstone High Income ETF
HYBL
$575M
1 12 11 2.47%
QSPT icon
1604
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$643M
1 5 4 32.4%
NRP icon
1605
Natural Resource Partners
NRP
$1.36B
1 12 11 5.31%
STK
1606
Columbia Seligman Premium Technology Growth Fund
STK
$940M
1 6 5 58.9%
DJD icon
1607
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$497M
1 8 7 25.5%
XFLT
1608
XAI Floating Rate & Alternative Income Trust
XFLT
$292M
1 9 8 43.8%
OVLY icon
1609
Oak Valley Bancorp
OVLY
$283M
1 9 8 26.8%
HPI
1610
John Hancock Preferred Income Fund
HPI
$434M
1 7 6 14.5%
MMIN icon
1611
IQ MacKay Municipal Insured ETF
MMIN
$478M
1 4 3 3.3%
AVSU icon
1612
Avantis Responsible US Equity ETF
AVSU
$488M
1 4 3 38.3%
NFLT icon
1613
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$462M
1 6 5 1.08%
PBP icon
1614
Invesco S&P 500 BuyWrite ETF
PBP
$364M
1 6 5 2.85%
GCBC icon
1615
Greene County Bancorp
GCBC
$601M
1 6 5 14.2%
SOR
1616
Source Capital
SOR
$386M
1 3 2 5.25%
NUW icon
1617
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
1 4 3 1.76%
ARDC
1618
Are Dynamic Credit Allocation Fund
ARDC
$298M
1 6 5 18.6%
GOCT icon
1619
FT Vest US Equity Moderate Buffer ETF October
GOCT
$265M
1 8 7 21.9%
OBIO icon
1620
Orchestra BioMed
OBIO
$266M
1 6 5 14%
HPF
1621
John Hancock Preferred Income Fund II
HPF
$345M
1 6 5 14.5%
MSB
1622
Mesabi Trust
MSB
$306M
1 5 4 2.87%
SPPP
1623
Sprott Physical Platinum and Palladium Trust
SPPP
$622M
1 5 4 45.4%
NFGC
1624
New Found Gold
NFGC
$634M
1 7 6 34.8%
QLC icon
1625
FlexShares US Quality Large Cap Index Fund
QLC
$1.05B
1 4 3 43.5%
63 64
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66 67