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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
BWIN
1451
Baldwin Insurance Group
BWIN
$2.7B
14 40 26 21.8%
IMCB icon
1452
iShares Morningstar Mid-Cap ETF
IMCB
$1.65B
14 21 7 38.3%
ALLO icon
1453
Allogene Therapeutics
ALLO
$649M
14 30 16 19.3%
BLDP
1454
Ballard Power Systems
BLDP
$805M
14 32 18 18.7%
FPEI icon
1455
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
14 30 16 3.87%
CRAI icon
1456
CRA International
CRAI
$1.16B
14 28 14 3.95%
MIR icon
1457
Mirion Technologies
MIR
$3.73B
14 36 22 39.5%
GOF icon
1458
Guggenheim Strategic Opportunities Fund
GOF
$2.23B
14 24 10 29.5%
GSG icon
1459
iShares S&P GSCI Commodity-Indexed Trust
GSG
$998M
14 21 7 44.7%
KRNY icon
1460
Kearny Financial
KRNY
$604M
14 32 18 55.9%
CTBI icon
1461
Community Trust Bancorp
CTBI
$1.42B
14 23 9 79.7%
NVGS icon
1462
Navigator Holdings
NVGS
$1.38B
14 28 14 28%
BSMQ icon
1463
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
14 17 3 0.21%
MAMA icon
1464
Mama's Creations
MAMA
$857M
14 32 18 173%
CMTG icon
1465
Claros Mortgage Trust
CMTG
$250M
14 25 11 77.9%
ULH icon
1466
Universal Logistics Holdings
ULH
$353M
14 22 8 67%
NAMS icon
1467
NewAmsterdam Pharma
NAMS
$3.25B
14 24 10 44.7%
SECT icon
1468
Main Sector Rotation ETF
SECT
$2.75B
14 20 6 37.3%
RCKY icon
1469
Rocky Brands
RCKY
$366M
14 22 8 32.1%
ORLA
1470
Orla Mining
ORLA
$3.54B
14 22 8 –
IFN
1471
Aberdeen India Fund
IFN
$499M
14 27 13 34.4%
VRCA icon
1472
Verrica Pharmaceuticals
VRCA
$89.7M
14 23 9 92.8%
GALT icon
1473
Galectin Therapeutics
GALT
$196M
14 23 9 31.4%
WINN icon
1474
Harbor Long-Term Growers ETF
WINN
$1.13B
14 17 3 28.1%
WLFC icon
1475
Willis Lease Finance
WLFC
$1.7B
14 17 3 209%
57 58
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60 61