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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
BOC icon
2051
Boston Omaha
BOC
$440M
16 27 11 7.37%
BCSF icon
2052
Bain Capital Specialty
BCSF
$817M
16 29 13 16.4%
NUMG icon
2053
Nuveen ESG Mid-Cap Growth ETF
NUMG
$356M
16 21 5 10.7%
CTBI icon
2054
Community Trust Bancorp
CTBI
$1.42B
16 22 6 78.6%
OLMA icon
2055
Olema Pharmaceuticals
OLMA
$1B
16 33 17 18.3%
IQI icon
2056
Invesco Quality Municipal Securities
IQI
$523M
16 25 9 4%
MTRX icon
2057
Matrix Service
MTRX
$336M
16 24 8 22.1%
MLN icon
2058
VanEck Long Muni ETF
MLN
$675M
16 31 15 5.1%
BKKT icon
2059
Bakkt Inc
BKKT
$328M
16 26 10 86.8%
NVGS icon
2060
Navigator Holdings
NVGS
$1.35B
16 22 6 50.8%
MMIT icon
2061
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
16 23 7 2.61%
NGL icon
2062
NGL Energy Partners
NGL
$1.97B
16 20 4 183%
PREF icon
2063
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
16 20 4 7.37%
AVIV icon
2064
Avantis International Large Cap Value ETF
AVIV
$2.01B
16 19 3 57.2%
PLGO
2065
Pelagos Insurance Capital
PLGO
$2.18B
16 23 7 101%
LGOV icon
2066
First Trust Long Duration Opportunities ETF
LGOV
$619M
16 26 10 5.56%
HIVE
2067
HIVE Digital Technologies
HIVE
$802M
16 26 10 35.3%
SACH
2068
Sachem Capital Corp
SACH
$39.8M
16 22 6 77.8%
EQAL icon
2069
Invesco Russell 1000 Equal Weight ETF
EQAL
$822M
16 21 5 35.6%
BNGO icon
2070
Bionano Genomics
BNGO
$12.7M
16 24 8 99%
WTV icon
2071
WisdomTree US Value Fund
WTV
$3.33B
16 18 2 55.3%
TUYA
2072
Tuya Inc
TUYA
$1.05B
16 21 5 25.7%
NLR icon
2073
VanEck Uranium + Nuclear Energy ETF
NLR
$3.94B
16 22 6 54.5%
UOCT icon
2074
Innovator US Equity Ultra Buffer ETF October
UOCT
$180M
16 19 3 28.7%
FISR icon
2075
State Street Fixed Income Sector Rotation ETF
FISR
$492M
16 18 2 3.23%
81 82
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84 85