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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 ‘24
TIMB icon
2026
TIM SA
TIMB
$9.16B
9 21 12 33.9%
BHR
2027
Braemar Hotels & Resorts
BHR
$156M
9 18 9 11%
AVO icon
2028
Mission Produce
AVO
$1.11B
9 26 17 27.6%
STEW
2029
SRH Total Return Fund
STEW
$1.79B
9 12 3 27.4%
WLDN icon
2030
Willdan Group
WLDN
$1.04B
9 22 13 138%
TPYP icon
2031
Tortoise North American Pipeline ETF
TPYP
$875M
9 13 4 49%
FLQM icon
2032
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.58B
9 15 6 16.9%
FAN icon
2033
First Trust Global Wind Energy ETF
FAN
$278M
9 13 4 46.4%
MLN icon
2034
VanEck Long Muni ETF
MLN
$677M
9 21 12 2.74%
DGRS icon
2035
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$406M
9 14 5 26.9%
ESQ icon
2036
Esquire Financial Holdings
ESQ
$1.12B
9 17 8 171%
SMBC icon
2037
Southern Missouri Bancorp
SMBC
$852M
9 20 11 72%
JHML icon
2038
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
9 11 2 36.9%
BBIN icon
2039
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.6B
9 18 9 34.2%
CRMD icon
2040
CorMedix
CRMD
$591M
9 18 9 73.9%
IXP icon
2041
iShares Global Comm Services ETF
IXP
$529M
9 16 7 29.5%
PWZ icon
2042
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.14B
9 18 9 3.16%
RLX icon
2043
RLX Technology
RLX
$2.47B
9 15 6 9.78%
PREF icon
2044
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
9 13 4 3.62%
GII icon
2045
State Street SPDR S&P Global Infrastructure ETF
GII
$928M
9 16 7 39.2%
HBT icon
2046
HBT Financial
HBT
$1.3B
9 16 7 75.5%
IBHF icon
2047
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$821M
9 16 7 1.57%
CCAP icon
2048
Crescent Capital BDC
CCAP
$403M
9 22 13 41.8%
DSP icon
2049
Viant Technology
DSP
$236M
9 22 13 19.3%
BSMR icon
2050
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$344M
9 13 4 0.38%
80 81
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