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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 ‘23
HCTI icon
4351
Healthcare Triangle
HCTI
$2.23M
1 1 0 100%
ISTM
4352
iShares Strategic Metals ETF
ISTM
$29.3M
1 1 0 14.9%
BSSX icon
4353
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$131M
1 1 0 3.44%
BAMA icon
4354
Brookstone Active ETF
BAMA
$50.3M
1 1 0 44.4%
USSE icon
4355
Segall Bryant & Hamill Select Equity ETF
USSE
$351M
1 1 0 64.5%
JPAN icon
4356
Matthews Japan Active ETF
JPAN
$8.29M
1 1 0 70%
WDTE
4357
Defiance S&P 500 Weekly Distribution ETF
WDTE
$65.9M
1 1 0 50.4%
BAC icon
4358
Bank of America
BAC
$435B
0 151 151 126%
PLD icon
4359
Prologis
PLD
$135B
0 90 90 28.9%
PFG icon
4360
Principal Financial Group
PFG
$24.3B
0 65 65 57.8%
TER icon
4361
Teradyne
TER
$57.6B
0 68 68 266%
CNP icon
4362
CenterPoint Energy
CNP
$27.7B
0 58 58 56.6%
NVR icon
4363
NVR
NVR
$16.5B
0 49 49 3.08%
IUSV icon
4364
iShares Core S&P US Value ETF
IUSV
$27.2B
0 45 45 50.5%
HSIC icon
4365
Henry Schein
HSIC
$9.77B
0 55 55 15.5%
HDB icon
4366
HDFC Bank
HDB
$123B
0 65 65 18.9%
ENTG icon
4367
Entegris
ENTG
$18.1B
0 59 59 26.8%
DFUV icon
4368
Dimensional US Marketwide Value ETF
DFUV
$15.4B
0 21 21 63.4%
DCI icon
4369
Donaldson
DCI
$10.9B
0 50 50 58%
BAM icon
4370
Brookfield Asset Management
BAM
$77.3B
0 52 52 45.2%
ESGV icon
4371
Vanguard ESG US Stock ETF
ESGV
$13.1B
0 29 29 75.5%
VTWO icon
4372
Vanguard Russell 2000 ETF
VTWO
$17.3B
0 42 42 64.8%
DTM icon
4373
DT Midstream
DTM
$14.1B
0 37 37 161%
EVR icon
4374
Evercore
EVR
$12.4B
0 53 53 132%
FTEC icon
4375
Fidelity MSCI Information Technology Index ETF
FTEC
$19.8B
0 37 37 120%
173 174
175
176 177