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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
31 Dec ‘23
SMLF icon
2926
iShares US Small Cap Equity Factor ETF
SMLF
$4.25B
9 22 13 52%
SMRT icon
2927
SmartRent
SMRT
$235M
9 17 8 61.8%
FSMB icon
2928
First Trust Short Duration Managed Municipal ETF
FSMB
$624M
9 21 12 0.1%
QQQX icon
2929
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.48B
9 22 13 31.2%
BFST icon
2930
Business First Bancshares
BFST
$1.04B
9 17 8 29.8%
EVT icon
2931
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.14B
9 18 9 29.2%
DRLL icon
2932
Strive US Energy ETF
DRLL
$284M
9 18 9 31.6%
OUSA icon
2933
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$760M
9 18 9 34.4%
FRST icon
2934
Primis Financial Corp
FRST
$410M
9 21 12 30.2%
CGEM icon
2935
Cullinan Oncology
CGEM
$1.07B
9 23 14 70.7%
EWQ icon
2936
iShares MSCI France ETF
EWQ
$343M
9 25 16 21.5%
PPH icon
2937
VanEck Pharmaceutical ETF
PPH
$924M
9 20 11 34.6%
TYG
2938
Tortoise Energy Infrastructure Corp
TYG
$1.07B
9 17 8 45.8%
LVHI icon
2939
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.44B
9 13 4 54%
GWH icon
2940
ESS Tech
GWH
$21.5M
9 19 10 95.7%
NXDT
2941
NexPoint Diversified Real Estate Trust
NXDT
$232M
9 18 9 43.6%
BMEZ icon
2942
BlackRock Health Sciences Trust II
BMEZ
$978M
9 20 11 6.76%
BHK icon
2943
BlackRock Core Bond Trust
BHK
$651M
9 19 10 17.4%
IGOV icon
2944
iShares International Treasury Bond ETF
IGOV
$1.54B
9 19 10 0.36%
NRDS icon
2945
NerdWallet
NRDS
$597M
9 23 14 38.4%
CRMD icon
2946
CorMedix
CRMD
$585M
9 17 8 98.4%
UPRO icon
2947
ProShares UltraPro S&P 500
UPRO
$5.67B
9 19 10 182%
ISCF icon
2948
iShares International Small Cap Equity Factor ETF
ISCF
$678M
9 16 7 41.7%
BNDW icon
2949
Vanguard Total World Bond ETF
BNDW
$1.89B
9 18 9 2.11%
XJH icon
2950
iShares ESG Screened S&P Mid-Cap ETF
XJH
$429M
9 17 8 38.8%
116 117
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