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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
CAPL icon
3376
CrossAmerica Partners
CAPL
$878M
1 5 4 16.8%
BETZ icon
3377
Roundhill Sports Betting & iGaming ETF
BETZ
$50.2M
1 8 7 10.3%
KJUL icon
3378
Innovator US Small Cap Power Buffer ETF July
KJUL
$231M
1 8 7 31.5%
NIM icon
3379
Nuveen Select Maturities Municipal Fund
NIM
$114M
1 4 3 2.11%
AQMS icon
3380
Aqua Metals
AQMS
$10.5M
1 6 5 98.7%
CVEO icon
3381
Civeo
CVEO
$353M
1 9 8 75.3%
NL icon
3382
NLI Holdings
NL
$322M
1 5 4 19%
APYX icon
3383
Apyx Medical
APYX
$128M
1 10 9 39.4%
EDOW icon
3384
First Trust Dow 30 Equal Weight ETF
EDOW
$322M
1 8 7 51.7%
CBIO
3385
Crescent Biopharma
CBIO
$760M
1 9 8 88.2%
SPMO icon
3386
Invesco S&P 500 Momentum ETF
SPMO
$22.7B
1 7 6 169%
PRLD icon
3387
Prelude Therapeutics
PRLD
$423M
1 15 14 17.8%
DJCO icon
3388
Daily Journal
DJCO
$879M
1 4 3 121%
RDVT icon
3389
Red Violet
RDVT
$1.2B
1 7 6 263%
WLKP icon
3390
Westlake Chemical Partners
WLKP
$766M
1 11 10 0.23%
EMF
3391
Templeton Emerging Markets Fund
EMF
$344M
1 4 3 94.4%
BUI icon
3392
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$712M
1 7 6 21.6%
NAN icon
3393
Nuveen New York Quality Municipal Income Fund
NAN
$359M
1 3 2 0.47%
VLU icon
3394
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$767M
1 10 9 66.5%
IYLD icon
3395
iShares Morningstar Multi-Asset Income ETF
IYLD
$126M
1 7 6 13.6%
NODK icon
3396
NI Holdings
NODK
$307M
1 4 3 1.41%
MTNB icon
3397
Matinas BioPharma
MTNB
$2.67M
1 5 4 99%
TAIL icon
3398
Cambria Tail Risk ETF
TAIL
$153M
1 13 12 24.7%
XMPT icon
3399
VanEck CEF Muni Income ETF
XMPT
$215M
1 5 4 0.95%
UOCT icon
3400
Innovator US Equity Ultra Buffer ETF October
UOCT
$179M
1 6 5 41%
134 135
136
137 138