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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 ‘23
VATE icon
2526
INNOVATE Corp
VATE
$106M
4 9 5 51.9%
VCV icon
2527
Invesco California Value Municipal Income Trust
VCV
$518M
4 9 5 25%
GTE icon
2528
Gran Tierra Energy
GTE
$242M
4 14 10 1.59%
PXE icon
2529
Invesco Energy Exploration & Production ETF
PXE
$82.5M
4 8 4 15.8%
ISMD icon
2530
Inspire Small/Mid Cap Impact ETF
ISMD
$347M
4 6 2 66.7%
FRI icon
2531
First Trust S&P REIT Index Fund
FRI
$196M
4 9 5 40.8%
SPMO icon
2532
Invesco S&P 500 Momentum ETF
SPMO
$22.1B
4 8 4 164%
RDVT icon
2533
Red Violet
RDVT
$984M
4 5 1 248%
IFV icon
2534
First Trust Dorsey Wright International Focus 5 ETF
IFV
$234M
4 7 3 46.6%
MEGI
2535
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$790M
4 12 8 28.9%
NAN icon
2536
Nuveen New York Quality Municipal Income Fund
NAN
$370M
4 7 3 16.1%
ENFR icon
2537
Alerian Energy Infrastructure ETF
ENFR
$513M
4 7 3 76.1%
MREO
2538
Mereo BioPharma
MREO
$51.4M
4 10 6 75%
MCBS icon
2539
MetroCity Bankshares
MCBS
$1.03B
4 6 2 82.7%
NB
2540
NioCorp Developments
NB
$756M
4 11 7 43%
KMLM icon
2541
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$407M
4 12 8 13%
CHMG icon
2542
Chemung Financial Corp
CHMG
$397M
4 5 1 108%
RWAY icon
2543
Runway Growth Finance
RWAY
$246M
4 9 5 54.8%
XFLT
2544
XAI Floating Rate & Alternative Income Trust
XFLT
$286M
4 6 2 45.9%
OXSQ icon
2545
Oxford Square Capital
OXSQ
$158M
4 7 3 50.2%
CMCL icon
2546
Caledonia Mining Corp
CMCL
$374M
4 10 6 96.2%
BIOX icon
2547
Bioceres Crop Solutions
BIOX
$24.1M
4 9 5 96.7%
TMQ
2548
Trilogy Metals
TMQ
$594M
4 8 4 602%
ANIX icon
2549
Anixa Biosciences
ANIX
$116M
4 7 3 4.28%
COFS icon
2550
Choiceone Financial
COFS
$516M
4 5 1 75.6%
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