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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
EFXT
4751
Enerflex
EFXT
$2.68B
1 15 14 268%
CMBS icon
4752
iShares CMBS ETF
CMBS
$472M
1 14 13 1.66%
MFIN icon
4753
Medallion Financial
MFIN
$234M
1 12 11 24.7%
LTRX icon
4754
Lantronix
LTRX
$252M
1 14 13 36.9%
ZTR
4755
Virtus Total Return Fund
ZTR
$340M
1 13 12 9.68%
AWP
4756
abrdn Global Premier Properties Fund
AWP
$369M
1 13 12 13.6%
SAMG icon
4757
Silvercrest Asset Management
SAMG
$77.7M
1 8 7 41.4%
DSGR icon
4758
Distribution Solutions Group
DSGR
$1.6B
1 11 10 10.2%
JPUS
4759
JPMorgan Diversified Return US Equity ETF
JPUS
$459M
1 5 4 19%
AIA icon
4760
iShares Asia 50 ETF
AIA
$4.65B
1 11 10 83.7%
NML
4761
Neuberger Energy Infrastructure and Income Fund Inc
NML
$583M
1 8 7 25.5%
OVID icon
4762
Ovid Therapeutics
OVID
$427M
1 9 8 94.1%
TPHD icon
4763
Timothy Plan High Dividend Stock ETF
TPHD
$361M
1 7 6 14.9%
BKLC icon
4764
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.54B
1 8 7 32.2%
ISMD icon
4765
Inspire Small/Mid Cap Impact ETF
ISMD
$340M
1 8 7 31.1%
GOVI icon
4766
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.22B
1 10 9 9.25%
DLHC icon
4767
DLH Holdings
DLHC
$72M
1 9 8 46.9%
XPH icon
4768
State Street SPDR S&P Pharmaceuticals ETF
XPH
$490M
1 9 8 53.5%
VABK icon
4769
Virginia National Bankshares
VABK
$258M
1 8 7 14.2%
HAUZ icon
4770
Xtrackers International Real Estate ETF
HAUZ
$1.07B
1 15 14 1.41%
HYGH icon
4771
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$598M
1 12 11 0.56%
FLQL icon
4772
Franklin US Large Cap Multifactor Index ETF
FLQL
$2.06B
1 7 6 33.7%
NL icon
4773
NLI Holdings
NL
$287M
1 5 4 21%
GRX
4774
Gabelli Healthcare & Wellness Trust
GRX
$144M
1 8 7 11.1%
AGD
4775
abrdn Global Dynamic Dividend Fund
AGD
$316M
1 7 6 13.7%
189 190
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