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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
BSMS icon
1976
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$310M
13 16 3 1.02%
BTAL icon
1977
AGF US Market Neutral Anti-Beta Fund
BTAL
$305M
13 25 12 38.2%
EML icon
1978
Eastern Company
EML
$146M
13 15 2 25.6%
MGX icon
1979
Metagenomi Therapeutics
MGX
$46.3M
13 22 9 43.3%
BSMU icon
1980
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$275M
13 13 0 2.26%
BSCX icon
1981
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.02B
13 15 2 3.75%
VHI icon
1982
Valhi
VHI
$380M
13 16 3 59.8%
TECX
1983
Tectonic Therapeutic
TECX
$531M
13 17 4 7.06%
ESOA icon
1984
Energy Services of America
ESOA
$282M
13 18 5 59.3%
DMBS icon
1985
DoubleLine Mortgage ETF
DMBS
$697M
13 18 5 4.5%
NVDY icon
1986
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.39B
13 18 5 48.6%
MDXH icon
1987
MDxHealth
MDXH
$23.6M
13 13 0 77.9%
SEPM
1988
FT Vest U.S. Equity Max Buffer ETF - September
SEPM
$31.4M
13 13 0 11.7%
JULU
1989
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$87M
13 13 0 23.3%
FDSB
1990
Fifth District Bancorp
FDSB
$93.1M
13 13 0 70.6%
CPST
1991
Calamos S&P 500 Structured Alt Protection ETF - September
CPST
$33.6M
13 13 0 11.6%
CVX icon
1992
Chevron
CVX
$388B
12 176 164 32.5%
ORLY icon
1993
O'Reilly Automotive
ORLY
$73.5B
12 109 97 17.2%
WAB icon
1994
Wabtec
WAB
$49.9B
12 110 98 62.4%
HYG icon
1995
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
12 98 86 1.25%
SWKS icon
1996
Skyworks Solutions
SWKS
$9.15B
12 98 86 38.4%
XLB icon
1997
State Street Materials Select Sector SPDR ETF
XLB
$8.31B
12 76 64 5.19%
KEY icon
1998
KeyCorp
KEY
$24.3B
12 95 83 35.4%
CSGP icon
1999
CoStar Group
CSGP
$12B
12 89 77 60.6%
SUB icon
2000
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
12 67 55 0.21%
78 79
80
81 82