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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 ‘23
SPFI icon
3351
South Plains Financial
SPFI
$854M
1 11 10 101%
LKFT
3352
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.81B
1 8 7 32%
INVE icon
3353
Identive
INVE
$65M
1 21 20 68.1%
PTH icon
3354
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$274M
1 7 6 52.1%
PBD icon
3355
Invesco Global Clean Energy ETF
PBD
$166M
1 9 8 5.5%
KBWD icon
3356
Invesco KBW High Dividend Yield Financial ETF
KBWD
$406M
1 10 9 21.1%
BH icon
3357
Biglari Holdings Class B
BH
$1.14B
1 9 8 81.9%
GRX
3358
Gabelli Healthcare & Wellness Trust
GRX
$147M
1 6 5 0.3%
PFFA icon
3359
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.53B
1 6 5 6.82%
MLYS icon
3360
Mineralys Therapeutics
MLYS
$2.75B
1 11 10 82.5%
CBNK icon
3361
Capital Bancorp
CBNK
$592M
1 5 4 101%
TDTF icon
3362
Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
$1.05B
1 6 5 1.77%
NC icon
3363
NACCO Industries
NC
$305M
1 6 5 16.6%
NN icon
3364
NextNav
NN
$2.57B
1 8 7 418%
GNOM icon
3365
Global X Genomics & Biotechnology ETF
GNOM
$90.4M
1 5 4 30.9%
IPSC icon
3366
Century Therapeutics
IPSC
$375M
1 5 4 34.5%
TCX icon
3367
Tucows
TCX
$120M
1 10 9 61.4%
PSQH icon
3368
PSQ Holdings
PSQH
$18.8M
1 17 16 96.7%
EQAL icon
3369
Invesco Russell 1000 Equal Weight ETF
EQAL
$840M
1 8 7 45%
JPME icon
3370
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$476M
1 10 9 42.8%
NKSH icon
3371
National Bankshares
NKSH
$266M
1 15 14 43.2%
DJD icon
3372
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$510M
1 7 6 53.3%
CLPT icon
3373
ClearPoint Neuro
CLPT
$429M
1 19 18 94.1%
XMVM icon
3374
Invesco S&P MidCap Value with Momentum ETF
XMVM
$522M
1 8 7 62.7%
TRVG
3375
trivago
TRVG
$411M
1 11 10 11.8%
133 134
135
136 137