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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 Mar ‘24
EMD
3851
Western Asset Emerging Markets Debt Fund
EMD
$617M
2 16 14 10.5%
SCHJ icon
3852
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$848M
2 11 9 1.37%
FNY icon
3853
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$598M
2 7 5 40.1%
GSSC icon
3854
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.08B
2 8 6 40.6%
AVK
3855
Advent Convertible and Income Fund
AVK
$560M
2 10 8 9.11%
TPVG icon
3856
TriplePoint Venture Growth BDC
TPVG
$189M
2 16 14 50.9%
EFR
3857
Eaton Vance Senior Floating-Rate Fund
EFR
$314M
2 15 13 18.3%
NIE
3858
Virtus Equity & Convertible Income Fund
NIE
$732M
2 8 6 18%
DSU icon
3859
BlackRock Debt Strategies Fund
DSU
$594M
2 8 6 14.6%
CARE icon
3860
Carter Bankshares
CARE
$791M
2 12 10 182%
LEGH icon
3861
Legacy Housing
LEGH
$655M
2 12 10 28.1%
MEC icon
3862
Mayville Engineering Co
MEC
$695M
2 10 8 90.2%
PBT
3863
Permian Basin Royalty Trust
PBT
$1.6B
2 11 9 184%
VNET
3864
VNET Group
VNET
$2.09B
2 15 13 373%
TUA icon
3865
Simplify Short Term Treasury Futures Strategy ETF
TUA
$666M
2 23 21 6.9%
MVBF icon
3866
MVB Financial
MVBF
$397M
2 9 7 37.3%
ALCO icon
3867
Alico
ALCO
$284M
2 7 5 30.7%
IMTX icon
3868
Immatics
IMTX
$1.27B
2 19 17 11.7%
DIBS icon
3869
1stdibs.com
DIBS
$174M
2 15 13 17.4%
NTSX icon
3870
WisdomTree US Efficient Core Fund
NTSX
$1.4B
2 9 7 43.1%
WTBA icon
3871
West Bancorporation
WTBA
$479M
2 8 6 57.8%
PKB icon
3872
Invesco Building & Construction ETF
PKB
$452M
2 10 8 40.7%
BME icon
3873
BlackRock Health Sciences Trust
BME
$561M
2 12 10 4.75%
MMD
3874
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$281M
2 8 6 8.44%
GIGB icon
3875
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$974M
2 10 8 1.53%
153 154
155
156 157