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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 Dec ‘23
CGW icon
176
Invesco S&P Global Water Index ETF
CGW
$1.06B
21 33 12 23.8%
CATH icon
177
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
21 23 2 59.9%
IBMO icon
178
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$568M
21 29 8 0.35%
ISCG icon
179
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.03B
21 29 8 50.3%
PWP icon
180
Perella Weinberg Partners
PWP
$1.33B
21 25 4 47.2%
PRCH icon
181
Porch Group
PRCH
$1.92B
21 34 13 450%
KCE icon
182
State Street SPDR S&P Capital Markets ETF
KCE
$484M
21 25 4 66.4%
NBH
183
Neuberger Municipal Fund Inc
NBH
$304M
21 28 7 0.87%
BSCV icon
184
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.78B
21 26 5 0.61%
FLBL icon
185
Franklin Senior Loan ETF
FLBL
$860M
21 32 11 4.98%
BILZ icon
186
PIMCO Ultra Short Government Active ETF
BILZ
$1.03B
21 24 3 0.13%
GT icon
187
Goodyear
GT
$1.78B
20 71 51 56.8%
SUSB icon
188
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
20 40 20 1.63%
KOS icon
189
Kosmos Energy
KOS
$1.51B
20 49 29 62.3%
RCKT icon
190
Rocket Pharmaceuticals
RCKT
$367M
20 37 17 88.9%
COLL icon
191
Collegium Pharmaceutical
COLL
$913M
20 33 13 8.54%
CMCO icon
192
Columbus McKinnon
CMCO
$550M
20 34 14 51.1%
GOGO icon
193
Gogo Inc
GOGO
$377M
20 41 21 72.6%
REX icon
194
REX American Resources
REX
$1.44B
20 33 13 84.7%
QUS icon
195
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.59B
20 29 9 48.4%
NYF icon
196
iShares New York Muni Bond ETF
NYF
$1.41B
20 28 8 1.77%
SPHB icon
197
Invesco S&P 500 High Beta ETF
SPHB
$956M
20 35 15 83.9%
IQDG icon
198
WisdomTree International Quality Dividend Growth Fund
IQDG
$732M
20 29 9 23.5%
HNRG icon
199
Hallador Energy
HNRG
$730M
20 36 16 75.2%
BFC icon
200
Bank First Corp
BFC
$1.76B
20 22 2 82.8%
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