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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 ‘23
BSJQ icon
1751
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$804M
7 13 6 0.48%
OXLC
1752
Oxford Lane Capital
OXLC
$942M
7 17 10 60.3%
DSM
1753
BNY Mellon Strategic Municipal Bond Fund
DSM
$282M
7 14 7 0%
XJH icon
1754
iShares ESG Screened S&P Mid-Cap ETF
XJH
$419M
7 13 6 42.6%
DSTL icon
1755
Distillate US Fundamental Stability & Value ETF
DSTL
$2.11B
7 10 3 49.4%
NEWT icon
1756
NewtekOne
NEWT
$356M
7 29 22 22.5%
JPSE icon
1757
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$594M
7 15 8 45.1%
FRDM icon
1758
Freedom 100 Emerging Markets ETF
FRDM
$3.62B
7 11 4 130%
MTLS
1759
Materialise
MTLS
$437M
7 17 10 12.5%
NIE
1760
Virtus Equity & Convertible Income Fund
NIE
$722M
7 13 6 23.2%
CWBC
1761
Community West Bancshares
CWBC
$714M
7 18 11 70.4%
TMC icon
1762
TMC The Metals Company
TMC
$1.95B
7 19 12 172%
FET icon
1763
Forum Energy Technologies
FET
$916M
7 21 14 212%
ATNM icon
1764
Actinium Pharmaceuticals
ATNM
$38.6M
7 23 16 83.4%
THW
1765
abrdn World Healthcare Fund
THW
$565M
7 11 4 0.21%
SPXU icon
1766
ProShares UltraPro Short S&P 500
SPXU
$407M
7 18 11 83.7%
ZVIA icon
1767
Zevia
ZVIA
$96.7M
7 18 11 68.9%
RXI icon
1768
iShares Global Consumer Discretionary ETF
RXI
$252M
7 12 5 23.8%
TRMD icon
1769
TORM
TRMD
$3.58B
7 18 11 44.6%
USTB icon
1770
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.59B
7 17 10 3.21%
XCEM icon
1771
Columbia EM Core ex-China ETF
XCEM
$2.14B
7 11 4 83.9%
GLO
1772
Clough Global Opportunities Fund
GLO
$242M
7 11 4 12.8%
ECC
1773
Eagle Point Credit Company
ECC
$520M
7 13 6 61.5%
ZGN icon
1774
Zegna
ZGN
$5.1B
7 33 26 5.13%
VFMO icon
1775
Vanguard US Momentum Factor ETF
VFMO
$1.95B
7 11 4 90.5%
69 70
71
72 73