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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
QLV icon
3201
FlexShares US Quality Low Volatility Index Fund
QLV
$165M
4 6 2 25.7%
PEZ icon
3202
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$22.9M
4 5 1 8.35%
WYY icon
3203
WidePoint Corp
WYY
$103M
4 6 2 148%
NAII icon
3204
Natural Alternatives International
NAII
$14.2M
4 5 1 62.3%
KCCA icon
3205
KraneShares California Carbon Allowance Strategy ETF
KCCA
$115M
4 7 3 23.9%
EINC icon
3206
VanEck Energy Income ETF
EINC
$82.1M
4 6 2 49.6%
ATMP icon
3207
iPath Select MLP ETN
ATMP
$635M
4 7 3 43.6%
FLTW icon
3208
Franklin FTSE Taiwan ETF
FLTW
$2.69B
4 6 2 94.2%
KPLT icon
3209
Katapult Holdings
KPLT
$30.3M
4 7 3 62.2%
CLOX icon
3210
Panagram AAA CLO ETF
CLOX
$324M
4 5 1 0.16%
BBCB icon
3211
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$45.4M
4 5 1 1.23%
NUSA icon
3212
Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
$34.5M
4 6 2 0.31%
AFBI icon
3213
Affinity Bancshares
AFBI
$140M
4 8 4 –
HIPS icon
3214
GraniteShares HIPS US High Income ETF
HIPS
$112M
4 5 1 9.99%
MRSK icon
3215
Toews Agility Shares Managed Risk ETF
MRSK
$318M
4 6 2 23.5%
KINS icon
3216
Kingstone Companies
KINS
$292M
4 5 1 303%
FLLA icon
3217
Franklin FTSE Latin America
FLLA
$110M
4 4 0 38.1%
OCC icon
3218
Optical Cable Corp
OCC
$127M
4 4 0 430%
DAX icon
3219
Global X DAX Germany ETF
DAX
$233M
4 6 2 46.1%
EIPX icon
3220
FT Energy Income Partners Strategy ETF
EIPX
$561M
4 6 2 38.8%
FMAG icon
3221
Fidelity Magellan ETF
FMAG
$251M
4 8 4 22.8%
TYA icon
3222
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
$64.8M
4 6 2 5.1%
FLMB icon
3223
Franklin Municipal Green Bond ETF
FLMB
$74.7M
4 7 3 2.3%
SCYB icon
3224
Schwab High Yield Bond ETF
SCYB
$2.75B
4 7 3 0.39%
LCR icon
3225
Leuthold Core ETF
LCR
$67.6M
4 5 1 18%
127 128
129
130 131