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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
EUSA icon
1801
iShares MSCI USA Equal Weighted ETF
EUSA
$1.81B
7 13 6 52.2%
MMIT icon
1802
IQ MacKay Municipal Intermediate ETF
MMIT
$1.45B
7 17 10 1.79%
SCHJ icon
1803
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
7 15 8 4.43%
HGTY icon
1804
Hagerty
HGTY
$1.17B
7 13 6 41.1%
DIVI icon
1805
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.7B
7 13 6 55.8%
CLPR
1806
Clipper Realty
CLPR
$45.2M
7 11 4 45.9%
NN icon
1807
NextNav
NN
$1.79B
7 14 7 155%
GIGB icon
1808
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$966M
7 11 4 4.03%
GHM icon
1809
Graham Corp
GHM
$1.12B
7 7 0 478%
SBI
1810
Western Asset Intermediate Muni Fund
SBI
$107M
7 7 0 6.15%
BCD icon
1811
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$402M
7 17 10 8.95%
SACH
1812
Sachem Capital Corp
SACH
$39.1M
7 13 6 76.9%
CSB icon
1813
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$269M
7 10 3 35.8%
MRAM icon
1814
Everspin Technologies
MRAM
$341M
7 16 9 47.8%
OUSM icon
1815
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$886M
7 8 1 38.6%
APYX icon
1816
Apyx Medical
APYX
$173M
7 18 11 28.1%
IGHG icon
1817
ProShares Investment Grade-Interest Rate Hedged
IGHG
$330M
7 10 3 5.5%
OPFI icon
1818
OppFi
OPFI
$800M
7 9 2 272%
NEWP
1819
New Pacific Metals
NEWP
$859M
7 8 1 162%
FPH icon
1820
Five Point Holdings
FPH
$373M
7 8 1 74.7%
PYXS icon
1821
Pyxis Oncology
PYXS
$168M
7 14 7 33.2%
EVI icon
1822
EVI Industries
EVI
$181M
7 10 3 43.3%
LFVN icon
1823
LifeVantage
LFVN
$81.1M
7 12 5 0.31%
ATAT icon
1824
Atour Lifestyle Holdings
ATAT
$4.67B
7 16 9 82.1%
JMEE icon
1825
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.85B
7 10 3 57.4%
71 72
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