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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 ‘20
GENC icon
4001
Gencor Industries
GENC
$217M
2 5 3 20.2%
PPH icon
4002
VanEck Pharmaceutical ETF
PPH
$917M
2 8 6 63.4%
FBRX icon
4003
Forte Biosciences
FBRX
$1.57B
2 15 13 91.6%
LOMA
4004
Loma Negra
LOMA
$1.33B
2 13 11 85.5%
AUTL
4005
Autolus Therapeutics
AUTL
$484M
2 6 4 79.6%
CBNK icon
4006
Capital Bancorp
CBNK
$613M
2 5 3 170%
WHF icon
4007
WhiteHorse Finance
WHF
$140M
2 10 8 52.2%
BPRN icon
4008
Princeton Bancorp
BPRN
$289M
2 2 0 81.1%
EELV icon
4009
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$428M
2 7 5 29.2%
EML icon
4010
Eastern Company
EML
$149M
2 3 1 2.37%
OBIO icon
4011
Orchestra BioMed
OBIO
$247M
2 6 4 67.8%
TSQ icon
4012
Townsquare Media
TSQ
$109M
2 5 3 8.71%
ATLO icon
4013
AMES National
ATLO
$274M
2 7 5 28.7%
FTSD icon
4014
Franklin Short Duration US Government ETF
FTSD
$301M
2 7 5 6.21%
EVG
4015
Eaton Vance Short Duration Diversified Income Fund
EVG
$142M
2 10 8 14.5%
TBLL icon
4016
Invesco Short Term Treasury ETF
TBLL
$2.61B
2 9 7 0.06%
FEMS icon
4017
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$243M
2 7 5 6.74%
ETX
4018
Eaton Vance Municipal Income 2028 Term Trust
ETX
$199M
2 5 3 22.2%
NHS
4019
Neuberger High Yield Strategies Fund Inc
NHS
$252M
2 12 10 48.5%
COFS icon
4020
Choiceone Financial
COFS
$511M
2 3 1 11%
PFO
4021
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$120M
2 5 3 30.3%
GGZ
4022
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$125M
2 8 6 25%
IIF
4023
Morgan Stanley India Investment Fund
IIF
$219M
2 5 3 9.19%
FGBI icon
4024
First Guaranty Bancshares
FGBI
$161M
2 2 0 39.7%
ECC
4025
Eagle Point Credit Company
ECC
$506M
2 8 6 62%
159 160
161
162 163