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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
DNL icon
2826
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$494M
3 9 6 37.9%
ATEX icon
2827
Anterix
ATEX
$1.87B
3 13 10 239%
BNT
2828
Brookfield Wealth Solutions
BNT
$12B
3 12 9 116%
NRK icon
2829
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$897M
3 7 4 9.42%
NUDM icon
2830
Nuveen ESG International Developed Markets Equity ETF
NUDM
$720M
3 10 7 50.6%
IPI icon
2831
Intrepid Potash
IPI
$447M
3 13 10 35%
OUST icon
2832
Ouster
OUST
$3.22B
3 16 13 849%
OFLX icon
2833
Omega Flex
OFLX
$305M
3 15 12 60.9%
ULST icon
2834
State Street Ultra Short Term Bond ETF
ULST
$526M
3 16 13 0.07%
TGB
2835
Trekor Metals
TGB
$2.55B
3 9 6 517%
TFPM icon
2836
Triple Flag Precious Metals
TFPM
$6.05B
3 16 13 129%
OXLC
2837
Oxford Lane Capital
OXLC
$903M
3 17 14 63.2%
DSM
2838
BNY Mellon Strategic Municipal Bond Fund
DSM
$287M
3 12 9 17.3%
BKSY icon
2839
BlackSky Technology
BKSY
$1.04B
3 11 8 171%
ESQ icon
2840
Esquire Financial Holdings
ESQ
$1.12B
3 7 4 185%
XJH icon
2841
iShares ESG Screened S&P Mid-Cap ETF
XJH
$431M
3 10 7 55.2%
DCBO
2842
Docebo
DCBO
$533M
3 15 12 49.1%
BSRR icon
2843
Sierra Bancorp
BSRR
$524M
3 6 3 114%
MLN icon
2844
VanEck Long Muni ETF
MLN
$679M
3 15 12 4.25%
BSEP icon
2845
Innovator US Equity Buffer ETF September
BSEP
$216M
3 11 8 59.5%
NEWT icon
2846
NewtekOne
NEWT
$431M
3 13 10 4.41%
BKKT icon
2847
Bakkt Inc
BKKT
$338M
3 13 10 74.2%
TPVG icon
2848
TriplePoint Venture Growth BDC
TPVG
$189M
3 13 10 54.6%
JPSE icon
2849
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$607M
3 14 11 54.8%
FBIZ icon
2850
First Business Financial Services
FBIZ
$604M
3 7 4 140%
112 113
114
115 116