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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
QVAL icon
3126
Alpha Architect US Quantitative Value ETF
QVAL
$594M
4 9 5 38.2%
LEGR icon
3127
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$132M
4 9 5 51.6%
HTAB icon
3128
Hartford Schroders Tax-Aware Bond ETF
HTAB
$288M
4 7 3 2.38%
WALD icon
3129
Waldencast
WALD
$222M
4 18 14 52.6%
ECH icon
3130
iShares MSCI Chile ETF
ECH
$1.03B
4 15 11 53.9%
DMB
3131
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$194M
4 10 6 0.66%
CZA icon
3132
Invesco Zacks Mid-Cap ETF
CZA
$191M
4 5 1 29.8%
LFVN icon
3133
LifeVantage
LFVN
$81.1M
4 5 1 2.49%
PDLB icon
3134
Ponce Financial Group
PDLB
$488M
4 9 5 124%
MGX icon
3135
Metagenomi Therapeutics
MGX
$44.8M
4 15 11 70.3%
BGH
3136
Barings Global Short Duration High Yield Fund
BGH
$282M
4 9 5 2.42%
GRNB icon
3137
VanEck Green Bond ETF
GRNB
$184M
4 12 8 0.42%
SEVN
3138
Seven Hills Realty Trust
SEVN
$171M
4 18 14 39.9%
IDOG icon
3139
ALPS International Sector Dividend Dogs ETF
IDOG
$552M
4 9 5 47.3%
BUYW icon
3140
Main BuyWrite ETF
BUYW
$1.3B
4 11 7 5.9%
AEF
3141
abrdn Emerging Markets Equity Income Fund
AEF
$356M
4 9 5 68.4%
SOR
3142
Source Capital
SOR
$383M
4 8 4 6.17%
ROUS icon
3143
Hartford Multifactor US Equity ETF
ROUS
$705M
4 5 1 39.7%
UDOW icon
3144
ProShares UltraPro Dow 30
UDOW
$885M
4 13 9 85.3%
VLN icon
3145
Valens Semiconductor
VLN
$170M
4 7 3 48.9%
BOLD
3146
Boundless Bio
BOLD
$56.2M
4 21 17 33.6%
DTIL icon
3147
Precision BioSciences
DTIL
$180M
4 8 4 27.4%
OBIO icon
3148
Orchestra BioMed
OBIO
$238M
4 8 4 49.4%
PFIX icon
3149
Simplify Interest Rate Hedge ETF
PFIX
$184M
4 12 8 9.66%
RZG icon
3150
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$140M
4 7 3 47.2%
124 125
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