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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
BJUL icon
4026
Innovator US Equity Buffer ETF July
BJUL
$353M
4 14 10 47.6%
PIO icon
4027
Invesco Global Water ETF
PIO
$283M
4 14 10 17.2%
EEMA icon
4028
iShares MSCI Emerging Markets Asia ETF
EEMA
$858M
4 11 7 73.1%
ETG
4029
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.82B
4 19 15 41.2%
NBN icon
4030
Northeast Bank
NBN
$1.13B
4 10 6 145%
TIPT icon
4031
Tiptree Inc
TIPT
$658M
4 13 9 5.85%
SMMT icon
4032
Summit Therapeutics
SMMT
$10.4B
4 10 6 427%
BMRC icon
4033
Bank of Marin Bancorp
BMRC
$474M
4 14 10 34%
TGB
4034
Trekor Metals
TGB
$2.55B
4 11 7 459%
NUEM icon
4035
Nuveen ESG Emerging Markets Equity ETF
NUEM
$381M
4 12 8 53.8%
CCU icon
4036
Compañía de Cervecerías Unidas
CCU
$2.12B
4 22 18 7.02%
NOA
4037
North American Construction
NOA
$365M
4 15 11 35.2%
DAUG icon
4038
FT Vest US Equity Deep Buffer ETF August
DAUG
$373M
4 12 8 33.8%
RBCAA icon
4039
Republic Bancorp
RBCAA
$1.95B
4 7 3 82.3%
JHML icon
4040
John Hancock Multifactor Large Cap ETF
JHML
$1.2B
4 11 7 55.7%
PPT
4041
Franklin Premier Income Trust
PPT
$327M
4 16 12 3.92%
CRD.A icon
4042
Crawford & Co Class A
CRD.A
$610M
4 13 9 5.08%
CLBK icon
4043
Columbia Financial
CLBK
$1.11B
4 8 4 44.3%
BLCO icon
4044
Bausch + Lomb
BLCO
$5.99B
4 21 17 2.23%
GSSC icon
4045
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.08B
4 11 7 46.6%
PSCT icon
4046
Invesco S&P SmallCap Information Technology ETF
PSCT
$533M
4 13 9 76.6%
CSM icon
4047
ProShares Large Cap Core Plus
CSM
$533M
4 7 3 62.9%
PJP icon
4048
Invesco Pharmaceuticals ETF
PJP
$471M
4 12 8 61.3%
WOOD icon
4049
iShares Global Timber & Forestry ETF
WOOD
$273M
4 15 11 9.78%
RCEL icon
4050
Avita Medical
RCEL
$142M
4 22 18 66.3%
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