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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 ‘24
NWFL icon
3101
Norwood Financial Corp
NWFL
$371M
6 8 2 23.5%
SOHU
3102
Sohu.com
SOHU
$359M
6 11 5 12.6%
ECF
3103
Ellsworth Growth & Income Fund
ECF
$173M
6 7 1 40.6%
AMZA icon
3104
InfraCap MLP ETF
AMZA
$462M
6 11 5 18.3%
TZOO icon
3105
Travelzoo
TZOO
$73.1M
6 14 8 41%
CDL icon
3106
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$403M
6 8 2 17.7%
PRTH icon
3107
Priority Technology Holdings
PRTH
$548M
6 11 5 2.49%
KWY
3108
Kingsway Corp
KWY
$262M
6 8 2 10.6%
PCF
3109
High Income Securities Fund
PCF
$99.2M
6 13 7 22.4%
CPSS icon
3110
Consumer Portfolio Services
CPSS
$199M
6 10 4 2.13%
ALTI icon
3111
AlTi Global
ALTI
$512M
6 10 4 23.5%
JTEK icon
3112
JPMorgan US Tech Leaders ETF
JTEK
$4.35B
6 12 6 45.6%
ELD icon
3113
WisdomTree Emerging Markets Local Debt Fund
ELD
$142M
6 10 4 3.01%
DCRE icon
3114
DoubleLine Commercial Real Estate Debt ETF
DCRE
$458M
6 12 6 0.83%
AAPR icon
3115
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$72.8M
6 12 6 13.3%
IRS
3116
IRSA Inversiones y Representaciones
IRS
$1.26B
6 13 7 36%
VALU icon
3117
Value Line
VALU
$331M
6 6 0 24.2%
VINP icon
3118
Vinci Compass Investments Ltd
VINP
$648M
6 14 8 0.4%
AGOX icon
3119
Adaptive Alpha Opportunities ETF
AGOX
$391M
6 8 2 20.1%
SKOR icon
3120
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$738M
6 10 4 2.18%
ISPR icon
3121
Ispire Technology
ISPR
$91.3M
6 6 0 74.4%
AVMU icon
3122
Avantis Core Municipal Fixed Income ETF
AVMU
$173M
6 6 0 2.92%
SIXO icon
3123
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$123M
6 8 2 14.1%
JNUG icon
3124
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$462M
6 15 9 207%
HEAL
3125
Global X Funds Global X HealthTech ETF
HEAL
$29.5M
6 10 4 7.35%
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