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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 Jun ‘24
PHAT icon
4476
Phathom Pharmaceuticals
PHAT
$708M
1 18 17 15%
ORIC icon
4477
Oric Pharmaceuticals
ORIC
$1.15B
1 21 20 56.6%
MTRX icon
4478
Matrix Service
MTRX
$326M
1 22 21 16.8%
FPF
4479
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.07B
1 10 9 4.03%
INFL icon
4480
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.51B
1 13 12 57%
VUZI icon
4481
Vuzix
VUZI
$194M
1 30 29 72.6%
SKYT icon
4482
SkyWater Technology
SKYT
1 21 20 –
QAI icon
4483
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.01B
1 7 6 16.3%
VGM icon
4484
Invesco Trust Investment Grade Municipals
VGM
$548M
1 13 12 1.66%
TDUP icon
4485
ThredUp
TDUP
$746M
1 16 15 240%
VFF icon
4486
Village Farms International
VFF
$234M
1 12 11 88.2%
BNDW icon
4487
Vanguard Total World Bond ETF
BNDW
$1.88B
1 11 10 0.79%
ASUR icon
4488
Asure Software
ASUR
$232M
1 16 15 4.4%
HYGV icon
4489
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.09B
1 11 10 0.87%
FELV icon
4490
Fidelity Enhanced Large Cap Value ETF
FELV
$3.27B
1 12 11 46.9%
FMDE icon
4491
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.72B
1 15 14 39.6%
RMT
4492
Royce Micro-Cap Trust
RMT
$728M
1 9 8 48.2%
NGL icon
4493
NGL Energy Partners
NGL
$2.05B
1 14 13 224%
QDEC icon
4494
FT Vest Growth-100 Buffer ETF December
QDEC
$687M
1 10 9 34.9%
SCHJ icon
4495
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
1 11 10 1.62%
FDRR icon
4496
Fidelity Dividend ETF for Rising Rates
FDRR
$739M
1 8 7 40.5%
AVK
4497
Advent Convertible and Income Fund
AVK
$547M
1 13 12 6.63%
DAUG icon
4498
FT Vest US Equity Deep Buffer ETF August
DAUG
$370M
1 10 9 24.9%
GSST icon
4499
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.57B
1 12 11 0.38%
CSM icon
4500
ProShares Large Cap Core Plus
CSM
$518M
1 5 4 39.4%
178 179
180
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