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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 Jun ‘19
GRPM icon
2476
Invesco S&P MidCap 400 GARP ETF
GRPM
$492M
1 4 3 112%
LVO icon
2477
LiveOne
LVO
$59.8M
1 6 5 89.4%
ZTR
2478
Virtus Total Return Fund
ZTR
$337M
1 7 6 41.9%
GDL
2479
GDL Fund
GDL
$91.7M
1 6 5 9.3%
GVAL icon
2480
Cambria Global Value ETF
GVAL
$569M
1 4 3 53.3%
SDG icon
2481
iShares MSCI Global Sustainable Development Goals ETF
SDG
$168M
1 4 3 53.1%
IHY icon
2482
VanEck International High Yield Bond ETF
IHY
$43M
1 2 1 13.7%
EFAD icon
2483
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$62.6M
1 5 4 16.8%
KNCT icon
2484
Invesco Next Gen Connectivity ETF
KNCT
$146M
1 7 6 204%
INFU icon
2485
InfuSystem Holdings
INFU
$197M
1 2 1 127%
BBAX icon
2486
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.66B
1 9 8 20.5%
LPCN icon
2487
Lipocine
LPCN
$17.1M
1 4 3 93.8%
ETX
2488
Eaton Vance Municipal Income 2028 Term Trust
ETX
$198M
1 3 2 11.8%
VSA
2489
VisionSys AI
VSA
$8.3M
1 3 2 100%
WVVI icon
2490
Willamette Valley Vineyards
WVVI
$12.7M
1 3 2 63.3%
UTZ icon
2491
Utz Brands
UTZ
$1.24B
1 5 4 40.6%
ENFR icon
2492
Alerian Energy Infrastructure ETF
ENFR
$492M
1 3 2 82.4%
SAR icon
2493
Saratoga Investment
SAR
$309M
1 9 8 23.2%
NUBD icon
2494
Nuveen ESG US Aggregate Bond ETF
NUBD
$464M
1 5 4 14%
PRPL icon
2495
Purple Innovation
PRPL
$34.5M
1 3 2 95.3%
ROM icon
2496
ProShares Ultra Technology
ROM
$1.01B
1 7 6 698%
RDOG icon
2497
ALPS REIT Dividend Dogs ETF
RDOG
$11.6M
1 4 3 10.1%
NFE icon
2498
New Fortress Energy
NFE
$92.9M
1 9 8 97.2%
FXF icon
2499
Invesco CurrencyShares Swiss Franc Trust
FXF
$411M
1 3 2 13.9%
QQXT icon
2500
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$156M
1 4 3 84.8%
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