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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
MUJ icon
3301
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$640M
2 7 5 19%
NC icon
3302
NACCO Industries
NC
$360M
2 2 0 36.2%
ATLC icon
3303
Atlanticus Holdings
ATLC
$1.67B
2 6 4 264%
SCM icon
3304
Stellus Capital Investment Corp
SCM
$233M
2 10 8 40.8%
VFMO icon
3305
Vanguard US Momentum Factor ETF
VFMO
$1.85B
2 7 5 106%
KG
3306
Kestrel Group
KG
$70.5M
2 9 7 74.4%
FVCB icon
3307
FVCBankcorp
FVCB
$342M
2 8 6 48.6%
DFP
3308
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$427M
2 10 8 24%
FHTX icon
3309
Foghorn Therapeutics
FHTX
$285M
2 3 1 2.8%
LDSF icon
3310
First Trust Low Duration Strategic Focus ETF
LDSF
$161M
2 6 4 2.89%
FYT icon
3311
First Trust Small Cap Value AlphaDEX Fund
FYT
$195M
2 3 1 56.8%
API
3312
Agora
API
$346M
2 8 6 61.7%
PRN icon
3313
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$437M
2 4 2 124%
NBH
3314
Neuberger Municipal Fund Inc
NBH
$302M
2 8 6 10.6%
HURC icon
3315
Hurco Companies Inc
HURC
$139M
2 8 6 4.01%
CDL icon
3316
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$406M
2 5 3 48%
BLES icon
3317
Inspire Global Hope ETF
BLES
$164M
2 5 3 56.3%
WLKP icon
3318
Westlake Chemical Partners
WLKP
$751M
2 9 7 2.07%
EMF
3319
Templeton Emerging Markets Fund
EMF
$331M
2 3 1 95.8%
BUI icon
3320
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$720M
2 5 3 36.8%
TRVI icon
3321
Trevi Therapeutics
TRVI
$2.66B
2 6 4 760%
FLQL icon
3322
Franklin US Large Cap Multifactor Index ETF
FLQL
$2.1B
2 8 6 84.6%
HERO icon
3323
Global X Video Games & Esports ETF
HERO
$65.5M
2 7 5 42.2%
PYZ icon
3324
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
$75.4M
2 4 2 57.4%
ATOS icon
3325
Atossa Therapeutics
ATOS
$23M
2 8 6 79.1%
131 132
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