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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 ‘23
ETB
3501
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$455M
6 11 5 19.3%
GPRK icon
3502
GeoPark
GPRK
$621M
6 17 11 11.7%
TDVG icon
3503
T. Rowe Price Dividend Growth ETF
TDVG
$1.44B
6 17 11 43.3%
EAD
3504
Allspring Income Opportunities Fund
EAD
$377M
6 16 10 2.15%
BWMN icon
3505
Bowman Consulting
BWMN
$476M
6 12 6 23.5%
SGHC icon
3506
SGHC Ltd
SGHC
$6.71B
6 11 5 316%
VFVA icon
3507
Vanguard US Value Factor ETF
VFVA
$909M
6 13 7 41.6%
PBD icon
3508
Invesco Global Clean Energy ETF
PBD
$190M
6 13 7 13.1%
DIBS icon
3509
1stdibs.com
DIBS
$176M
6 11 5 6.2%
BCBP icon
3510
BCB Bancorp
BCBP
$161M
6 12 6 30.8%
LDP icon
3511
Cohen & Steers Duration Preferred & Income Fund
LDP
$597M
6 16 10 11.4%
JPUS
3512
JPMorgan Diversified Return US Equity ETF
JPUS
$463M
6 9 3 39.7%
ISCB icon
3513
iShares Morningstar Small-Cap ETF
ISCB
$290M
6 12 6 42.3%
SMLV icon
3514
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$262M
6 15 9 43.9%
GPGI
3515
GPGI Inc
GPGI
$4.4B
6 10 4 238%
DSGR icon
3516
Distribution Solutions Group
DSGR
$1.61B
6 13 7 10.3%
TDTF icon
3517
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
6 16 10 1.44%
HCM icon
3518
HUTCHMED
HCM
$2.04B
6 7 1 35.3%
CEMB icon
3519
iShares JPMorgan EM Corporate Bond ETF
CEMB
$405M
6 12 6 2.49%
ASG
3520
Liberty All-Star Growth Fund
ASG
$338M
6 12 6 0.57%
SSUS icon
3521
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$581M
6 12 6 57.6%
GLO
3522
Clough Global Opportunities Fund
GLO
$256M
6 11 5 27.4%
DFP
3523
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$426M
6 12 6 16.9%
CTMX icon
3524
CytomX Therapeutics
CTMX
$721M
6 9 3 114%
ECC
3525
Eagle Point Credit Company
ECC
$510M
6 16 10 59.4%
139 140
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