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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
30 Sep ‘24
CET
4251
Central Securities Corp
CET
$1.62B
2 5 3 19.9%
GRPM icon
4252
Invesco S&P MidCap 400 GARP ETF
GRPM
$495M
2 10 8 19.1%
ISCB icon
4253
iShares Morningstar Small-Cap ETF
ISCB
$290M
2 4 2 29.8%
TDV icon
4254
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$278M
2 7 5 33.2%
DIBS icon
4255
1stdibs.com
DIBS
$151M
2 12 10 2.95%
SJT
4256
San Juan Basin Royalty Trust
SJT
$115M
2 12 10 33.2%
CLPR
4257
Clipper Realty
CLPR
$44.6M
2 13 11 51.6%
BCBP icon
4258
BCB Bancorp
BCBP
$161M
2 9 7 25%
EFAX icon
4259
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$510M
2 4 2 26.8%
KBWD icon
4260
Invesco KBW High Dividend Yield Financial ETF
KBWD
$418M
2 9 7 19.2%
JRI icon
4261
Nuveen Real Asset Income & Growth Fund
JRI
$354M
2 13 11 5.71%
GENC icon
4262
Gencor Industries
GENC
$223M
2 11 9 26.9%
ULBI icon
4263
Ultralife
ULBI
$90.3M
2 13 11 40%
GBF icon
4264
iShares Government/Credit Bond ETF
GBF
$128M
2 9 7 4.29%
FJP icon
4265
First Trust Japan AlphaDEX Fund
FJP
$258M
2 8 6 39.6%
OPRT icon
4266
Oportun Financial
OPRT
$271M
2 9 7 110%
CZNC icon
4267
Citizens & Northern Corp
CZNC
$455M
2 10 8 28.7%
LNZA icon
4268
LanzaTech
LNZA
$69.6M
2 15 13 96.7%
IBND icon
4269
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$461M
2 7 5 1.73%
BGR icon
4270
BlackRock Energy and Resources Trust
BGR
$411M
2 11 9 25.3%
KG
4271
Kestrel Group
KG
$66.7M
2 8 6 74.9%
AMPX icon
4272
Amprius Technologies
AMPX
$1.54B
2 12 10 877%
FEMB icon
4273
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$360M
2 9 7 1.9%
ECAT icon
4274
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.52B
2 15 13 13.6%
DPG
4275
Duff & Phelps Utility and Infrastructure Fund
DPG
$521M
2 10 8 23.3%
169 170
171
172 173