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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
EUSB icon
201
iShares ESG Advanced Universal USD Bond ETF
EUSB
$711M
18 25 7 3.34%
UVSP icon
202
Univest Financial
UVSP
$1.18B
18 29 11 52.5%
MCB icon
203
Metropolitan Bank Holding Corp
MCB
$1.17B
18 29 11 79.8%
BBW icon
204
Build-A-Bear
BBW
$465M
18 35 17 7.91%
WASH icon
205
Washington Trust Bancorp
WASH
$748M
18 27 9 21.7%
GJUN icon
206
FT Vest US Equity Moderate Buffer ETF June
GJUN
$535M
18 27 9 18.4%
SENEA icon
207
Seneca Foods Class A
SENEA
$1.27B
18 23 5 200%
AVIG icon
208
Avantis Core Fixed Income ETF
AVIG
$1.96B
18 26 8 4.12%
BSJR icon
209
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$882M
18 23 5 1.37%
BOW
210
Bowhead Specialty Holdings
BOW
$1.1B
18 37 19 19.6%
WLFC icon
211
Willis Lease Finance
WLFC
$1.22B
18 25 7 16.4%
ASGI
212
abrdn Global Infrastructure Income Fund
ASGI
$764M
18 27 9 19.5%
ASPI icon
213
ASP Isotopes
ASPI
$549M
18 25 7 56.8%
VZLA
214
Vizsla Silver
VZLA
$1.33B
18 21 3 97.4%
KINS icon
215
Kingstone Companies
KINS
$283M
18 21 3 114%
ROE icon
216
Astoria US Quality Kings ETF
ROE
$281M
18 22 4 43.2%
TNDM icon
217
Tandem Diabetes Care
TNDM
$1.61B
17 58 41 45.4%
GERN icon
218
Geron
GERN
$1.02B
17 44 27 65%
VERX icon
219
Vertex
VERX
$1.95B
17 43 26 68.7%
AAT
220
American Assets Trust
AAT
$1.38B
17 30 13 15.9%
FWRD icon
221
Forward Air
FWRD
$667M
17 49 32 44.2%
ASTH icon
222
Astrana Health
ASTH
$1.75B
17 31 14 39%
CATH icon
223
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
17 22 5 32.8%
AMSC icon
224
American Superconductor
AMSC
$1.58B
17 49 32 38.4%
SD icon
225
SandRidge Energy
SD
$531M
17 34 17 17.2%
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