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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
31 Dec ‘23
AVPT icon
1826
AvePoint
AVPT
$2.76B
19 27 8 58.7%
SPBO icon
1827
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.09B
19 29 10 3.3%
BCI icon
1828
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.95B
19 30 11 23.6%
JAVA icon
1829
JPMorgan Active Value ETF
JAVA
$6.83B
19 25 6 46.6%
DFSU
1830
Dimensional US Sustainability Core 1 ETF
DFSU
$2.27B
19 26 7 51.4%
AXIA
1831
AXIA Energia
AXIA
$23.9B
19 28 9 53.3%
JVAL icon
1832
JPMorgan US Value Factor ETF
JVAL
$834M
19 23 4 49.6%
BWB icon
1833
Bridgewater Bancshares
BWB
$571M
19 22 3 51.5%
DFSI
1834
Dimensional International Sustainability Core 1 ETF
DFSI
$1.14B
19 24 5 43.4%
USLM icon
1835
United States Lime & Minerals
USLM
$3.16B
19 24 5 139%
BAUG icon
1836
Innovator US Equity Buffer ETF August
BAUG
$199M
19 26 7 50.7%
SCHY icon
1837
Schwab International Dividend Equity ETF
SCHY
$2.5B
19 27 8 35.7%
IBMQ icon
1838
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$658M
19 28 9 0.39%
AAAU icon
1839
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.46B
19 25 6 95.4%
SLI
1840
Standard Lithium
SLI
$502M
19 30 11 0.99%
FRDM icon
1841
Freedom 100 Emerging Markets ETF
FRDM
$3.27B
19 26 7 97.9%
DJUL icon
1842
FT Vest US Equity Deep Buffer ETF July
DJUL
$432M
19 26 7 38.4%
HYGV icon
1843
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.09B
19 24 5 2.01%
NN icon
1844
NextNav
NN
$1.79B
19 24 5 195%
BDEC icon
1845
Innovator US Equity Buffer ETF December
BDEC
$218M
19 25 6 39.9%
CVRX icon
1846
CVRx
CVRX
$137M
19 23 4 83.6%
SNPE icon
1847
Xtrackers S&P 500 ESG ETF
SNPE
$2.63B
19 22 3 57.6%
CVEO icon
1848
Civeo
CVEO
$345M
19 20 1 37.9%
SMOT icon
1849
VanEck Morningstar SMID Moat ETF
SMOT
$332M
19 21 2 25.5%
GEOS icon
1850
Geospace Technologies
GEOS
$94.6M
19 22 3 43.6%
72 73
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