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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
31 Mar ‘20
ETG
176
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.87B
9 20 11 105%
EVN
177
Eaton Vance Municipal Income Trust
EVN
$431M
9 17 8 9.77%
JRI icon
178
Nuveen Real Asset Income & Growth Fund
JRI
$349M
9 16 7 28.8%
SMB icon
179
VanEck Short Muni ETF
SMB
$314M
9 16 7 0.63%
BIT icon
180
BlackRock Multi-Sector Income Trust
BIT
$701M
9 19 10 1.74%
DSM
181
BNY Mellon Strategic Municipal Bond Fund
DSM
$291M
9 16 7 17.9%
CLLS
182
Cellectis
CLLS
$296M
9 15 6 68%
ERC
183
Allspring Multi-Sector Income Fund
ERC
$261M
9 13 4 3.32%
OPRT icon
184
Oportun Financial
OPRT
$346M
9 15 6 28.7%
NUBD icon
185
Nuveen ESG US Aggregate Bond ETF
NUBD
$465M
9 10 1 17.8%
CAF
186
Morgan Stanley China A Share Fund
CAF
$326M
9 13 4 7.12%
FULC icon
187
Fulcrum Therapeutics
FULC
$284M
9 12 3 68.8%
SCD
188
LMP Capital and Income Fund
SCD
$361M
9 10 1 95.5%
CATX icon
189
Perspective Therapeutics
CATX
$372M
9 9 0 38.5%
PAPR icon
190
Innovator US Equity Power Buffer ETF April
PAPR
$960M
9 20 11 77.4%
FXF icon
191
Invesco CurrencyShares Swiss Franc Trust
FXF
$395M
9 12 3 13.4%
ADV icon
192
Advantage Solutions
ADV
$399M
9 13 4 87.4%
IBMO icon
193
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$569M
9 10 1 0.7%
FSMB icon
194
First Trust Short Duration Managed Municipal ETF
FSMB
$627M
9 13 4 0.75%
FMF icon
195
First Trust Managed Futures Strategy Fund
FMF
$259M
9 10 1 16.4%
DUOT icon
196
Duos Technologies
DUOT
$293M
9 9 0 96.6%
GLOB icon
197
Globant
GLOB
$1.67B
8 36 28 55.9%
ADAM
198
Adamas Trust
ADAM
$913M
8 53 45 63.9%
AHRT
199
AH Realty Trust
AHRT
$501M
8 28 20 37.2%
SWBI icon
200
Smith & Wesson
SWBI
$636M
8 40 32 122%
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