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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
DSP icon
2001
Viant Technology
DSP
$244M
6 14 8 118%
IQDF icon
2002
FlexShares International Quality Dividend Index Fund
IQDF
$1.15B
6 10 4 63.8%
IMA
2003
ImageneBio Inc
IMA
$65.2M
6 9 3 89%
FAD icon
2004
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$576M
6 8 2 85.6%
OKUR
2005
OnKure Therapeutics
OKUR
$162M
6 10 4 94.7%
BSJR icon
2006
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$868M
6 11 5 4.44%
GNSS icon
2007
Genasys
GNSS
$79.7M
6 13 7 12.9%
MCI
2008
Barings Corporate Investors
MCI
$336M
6 7 1 2.63%
QHY
2009
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$242M
6 8 2 5.72%
RCS
2010
PIMCO Strategic Income Fund
RCS
$248M
6 8 2 0.94%
JMOM icon
2011
JPMorgan US Momentum Factor ETF
JMOM
$2.53B
6 10 4 98.9%
SDHY
2012
PGIM Short Duration High Yield Opportunities Fund
SDHY
$399M
6 11 5 11.7%
FLGB icon
2013
Franklin FTSE United Kingdom ETF
FLGB
$891M
6 9 3 54.7%
TWIN icon
2014
Twin Disc
TWIN
$334M
6 8 2 68.7%
EMC icon
2015
Global X Emerging Markets Great Consumer ETF
EMC
$55.5M
6 7 1 50.8%
WTMF icon
2016
WisdomTree Managed Futures Strategy Fund
WTMF
$246M
6 9 3 16.5%
OPAL icon
2017
OPAL Fuels
OPAL
$70.7M
6 16 10 71.6%
PNRG icon
2018
PrimeEnergy Resources
PNRG
$297M
6 9 3 58.3%
UVXY icon
2019
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$243M
6 17 11 94.3%
PESI icon
2020
Perma-Fix Environmental Services
PESI
$355M
6 17 11 60.3%
SNFCA icon
2021
Security National Financial
SNFCA
$251M
6 7 1 42.4%
LGI
2022
Lazard Global Total Return & Income Fund
LGI
$236M
6 8 2 31.2%
PXI icon
2023
Invesco Dorsey Wright Energy Momentum ETF
PXI
$51.8M
6 8 2 27.4%
LPTH icon
2024
Lightpath Technologies
LPTH
$702M
6 9 3 671%
HYPR icon
2025
Hyperfine
HYPR
$98.1M
6 9 3 51.8%
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