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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 ‘24
BSMT icon
2576
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$281M
6 7 1 0.26%
VGSR icon
2577
Vert Global Sustainable Real Estate ETF
VGSR
$541M
6 9 3 20.4%
UJUL icon
2578
Innovator US Equity Ultra Buffer ETF July
UJUL
$285M
6 9 3 25.1%
JSCP icon
2579
JPMorgan Short Duration Core Plus ETF
JSCP
$1.68B
6 10 4 1.12%
IETC icon
2580
iShares US Tech Independence Focused ETF
IETC
$674M
6 9 3 36.8%
CZFS icon
2581
Citizens Financial Services
CZFS
$373M
6 12 6 74.2%
BUFB icon
2582
Innovator Laddered Allocation Buffer ETF
BUFB
$320M
6 9 3 29.6%
NODK icon
2583
NI Holdings
NODK
$310M
6 7 1 0.98%
LODE icon
2584
Comstock
LODE
$208M
6 8 2 67.1%
EML icon
2585
Eastern Company
EML
$143M
6 17 11 6.87%
RTH icon
2586
VanEck Retail ETF
RTH
$258M
6 6 0 30.4%
TOLZ icon
2587
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$176M
6 8 2 33%
BWEN icon
2588
Broadwind
BWEN
$93.6M
6 12 6 22%
PNRG icon
2589
PrimeEnergy Resources
PNRG
$298M
6 8 2 73.1%
VHI icon
2590
Valhi
VHI
$380M
6 10 4 24.6%
GAUG icon
2591
FT Vest US Equity Moderate Buffer ETF August
GAUG
$292M
6 12 6 24.1%
WTPI
2592
WisdomTree Equity Premium Income Fund
WTPI
$494M
6 13 7 1.59%
OBIL icon
2593
US Treasury 12 Month Bill ETF
OBIL
$306M
6 10 4 0.22%
PCF
2594
High Income Securities Fund
PCF
$98.8M
6 14 8 24.5%
MTNB icon
2595
Matinas BioPharma
MTNB
$1.88M
6 9 3 96.3%
BKAG icon
2596
BNY Mellon Core Bond ETF
BKAG
$2.16B
6 13 7 0.31%
ALTI icon
2597
AlTi Global
ALTI
$399M
6 15 9 30.9%
DGRE icon
2598
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$141M
6 7 1 44.8%
EVEX icon
2599
Eve Holding
EVEX
$808M
6 9 3 42.7%
JMHI icon
2600
JPMorgan High Yield Municipal ETF
JMHI
$277M
6 9 3 0.68%
102 103
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