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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
ECAT icon
4276
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.51B
2 15 13 14.6%
DPG
4277
Duff & Phelps Utility and Infrastructure Fund
DPG
$523M
2 10 8 23.8%
BUI icon
4278
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$726M
2 7 5 10.1%
PTH icon
4279
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$230M
2 6 4 25.1%
XJR icon
4280
iShares ESG Screened S&P Small-Cap ETF
XJR
$189M
2 8 6 25.5%
SGU icon
4281
Star Group
SGU
$412M
2 7 5 6.98%
JHMD icon
4282
John Hancock Multifactor Developed International ETF
JHMD
$968M
2 4 2 29.2%
OIA icon
4283
Invesco Municipal Income Opportunities Trust
OIA
$287M
2 8 6 12.7%
DFJ icon
4284
WisdomTree Japan SmallCap Dividend Fund
DFJ
$383M
2 7 5 33.8%
PFL
4285
PIMCO Income Strategy Fund
PFL
$385M
2 9 7 9.68%
GSUS icon
4286
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.22B
2 9 7 32.8%
FTXO icon
4287
First Trust Nasdaq Bank ETF
FTXO
$311M
2 7 5 47.4%
KC
4288
Kingsoft Cloud Holdings
KC
$3.56B
2 10 8 305%
EVI icon
4289
EVI Industries
EVI
$180M
2 9 7 27.6%
CZFS icon
4290
Citizens Financial Services
CZFS
$368M
2 6 4 31.6%
LODE icon
4291
Comstock
LODE
$229M
2 9 7 36.2%
JMSB icon
4292
John Marshall Bancorp
JMSB
$334M
2 7 5 19.7%
SEVN
4293
Seven Hills Realty Trust
SEVN
$173M
2 12 10 44.7%
GDEC icon
4294
FT Vest US Equity Moderate Buffer ETF December
GDEC
$441M
2 9 7 21.3%
GAU
4295
Galiano Gold
GAU
$462M
2 8 6 24.6%
RSPR icon
4296
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$103M
2 12 10 2.03%
FDMO icon
4297
Fidelity Momentum Factor ETF
FDMO
$933M
2 7 5 41.1%
PTRB icon
4298
PGIM Total Return Bond ETF
PTRB
$1.13B
2 10 8 4.71%
ABFL
4299
Abacus FCF Leaders ETF
ABFL
$527M
2 7 5 25.8%
VSDA icon
4300
VictoryShares Dividend Accelerator ETF
VSDA
$248M
2 7 5 12.3%
170 171
172
173 174