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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
31 Dec ‘22
JMBS icon
3426
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.74B
5 16 11 2.11%
COOK icon
3427
Traeger
COOK
$189M
5 22 17 51.7%
DFH icon
3428
Dream Finders Homes
DFH
$1.34B
5 18 13 71.1%
VKQ icon
3429
Invesco Municipal Trust
VKQ
$544M
5 15 10 0.71%
RA
3430
Brookfield Real Assets Income Fund
RA
$713M
5 19 14 20.1%
SLI
3431
Standard Lithium
SLI
$554M
5 20 15 23.7%
BGY icon
3432
BlackRock Enhanced International Dividend Trust
BGY
$526M
5 15 10 15.5%
SPIR icon
3433
Spire Global
SPIR
$499M
5 16 11 68%
GLRE icon
3434
Greenlight Captial
GLRE
$514M
5 12 7 93.3%
QUAD icon
3435
Quad
QUAD
$529M
5 10 5 151%
AEON icon
3436
AEON Biopharma
AEON
$14.2M
5 13 8 100%
HYEM icon
3437
VanEck Emerging Markets High Yield Bond ETF
HYEM
$522M
5 19 14 9.83%
HPK icon
3438
HighPeak Energy
HPK
$849M
5 19 14 70.6%
NXP icon
3439
Nuveen Select Tax-Free Income Portfolio
NXP
$896M
5 14 9 2.23%
DSGN icon
3440
Design Therapeutics
DSGN
$849M
5 19 14 32.3%
LEO
3441
BNY Mellon Strategic Municipals
LEO
$384M
5 17 12 0.82%
DGRS icon
3442
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$415M
5 10 5 52.4%
SAMG icon
3443
Silvercrest Asset Management
SAMG
$79.2M
5 11 6 46%
BSEP icon
3444
Innovator US Equity Buffer ETF September
BSEP
$216M
5 11 6 77.1%
FJUL icon
3445
FT Vest US Equity Buffer ETF July
FJUL
$1.24B
5 14 9 78.3%
JRI icon
3446
Nuveen Real Asset Income & Growth Fund
JRI
$348M
5 15 10 8.29%
JVAL icon
3447
JPMorgan US Value Factor ETF
JVAL
$859M
5 19 14 79.4%
BJAN icon
3448
Innovator US Equity Buffer ETF January
BJAN
$348M
5 11 6 82.2%
SMLV icon
3449
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$263M
5 12 7 50.6%
SGU icon
3450
Star Group
SGU
$422M
5 14 9 6.64%
136 137
138
139 140