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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
DBND icon
3551
DoubleLine Opportunistic Bond ETF
DBND
$742M
6 12 6 2.68%
PFO
3552
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$119M
6 9 3 14.7%
RJET
3553
Republic Airways Holdings
RJET
$1.03B
6 12 6 45.2%
DBE icon
3554
Invesco DB Energy Fund
DBE
$84M
6 13 7 51%
AVSF icon
3555
Avantis Short-Term Fixed Income ETF
AVSF
$653M
6 11 5 0.22%
ATYR
3556
aTyr Pharma
ATYR
$51M
6 9 3 63.1%
SOR
3557
Source Capital
SOR
$381M
6 12 6 14.8%
DIM icon
3558
WisdomTree International MidCap Dividend Fund
DIM
$169M
6 8 2 46.2%
CVY icon
3559
Invesco Zacks Multi-Asset Income ETF
CVY
$125M
6 9 3 28.2%
EOT
3560
Eaton Vance National Municipal Opportunities Trust
EOT
$275M
6 10 4 4.02%
BCAL icon
3561
Southern California Bancorp
BCAL
$692M
6 11 5 24.1%
BBSC icon
3562
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$720M
6 13 7 49.8%
VBF icon
3563
Invesco Bond Fund
VBF
$169M
6 7 1 2.89%
ERX icon
3564
Direxion Daily Energy Bull 2X ETF
ERX
$220M
6 10 4 58.2%
VTSI icon
3565
VirTra
VTSI
$33.9M
6 12 6 68.3%
HOWL icon
3566
Werewolf Therapeutics
HOWL
$19.7M
6 10 4 89.5%
JIG icon
3567
JPMorgan International Growth ETF
JIG
$495M
6 9 3 43.7%
BKCH icon
3568
Global X Blockchain ETF
BKCH
$204M
6 11 5 39.9%
PTA icon
3569
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.05B
6 11 5 5.27%
BOLT icon
3570
Bolt Biotherapeutics
BOLT
$7.59M
6 7 1 82.4%
IRS
3571
IRSA Inversiones y Representaciones
IRS
$1.27B
6 15 9 80.2%
AREC icon
3572
American Resources Corp
AREC
$239M
6 11 5 49.7%
AIVI icon
3573
WisdomTree International AI Enhanced Value Fund
AIVI
$63.4M
6 9 3 49.1%
AUGW icon
3574
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
$136M
6 10 4 34.2%
FDIQ
3575
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$50.3M
6 12 6 31.5%
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143
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