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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 ‘21
SHE icon
2126
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$327M
5 10 5 54.4%
TDTT icon
2127
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.52B
5 12 7 10.6%
DFE icon
2128
WisdomTree Europe SmallCap Dividend Fund
DFE
$167M
5 7 2 5.61%
PHAT icon
2129
Phathom Pharmaceuticals
PHAT
$726M
5 13 8 72%
EPS icon
2130
WisdomTree US LargeCap Fund
EPS
$1.62B
5 6 1 73.5%
BSCR icon
2131
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
5 9 4 10.2%
DMXF icon
2132
iShares ESG Advanced MSCI EAFE ETF
DMXF
$994M
5 12 7 24.3%
BBCP icon
2133
Concrete Pumping Holdings
BBCP
$498M
5 14 9 15.8%
IBDT icon
2134
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.05B
5 9 4 12.4%
SPHY icon
2135
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.6B
5 11 6 13.3%
SRTA
2136
Strata Critical Medical Inc
SRTA
$480M
5 27 22 46.6%
SMLF icon
2137
iShares US Small Cap Equity Factor ETF
SMLF
$4.17B
5 10 5 63.3%
TPVG icon
2138
TriplePoint Venture Growth BDC
TPVG
$189M
5 13 8 70.6%
OPRT icon
2139
Oportun Financial
OPRT
$267M
5 10 5 76.8%
FDUS icon
2140
Fidus Investment
FDUS
$766M
5 12 7 15.7%
QDEF icon
2141
FlexShares Quality Dividend Defensive Index Fund
QDEF
$549M
5 9 4 67.8%
SMMU icon
2142
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.15B
5 10 5 2.2%
DSM
2143
BNY Mellon Strategic Municipal Bond Fund
DSM
$287M
5 9 4 27.3%
WTBA icon
2144
West Bancorporation
WTBA
$481M
5 7 2 5.93%
ULST icon
2145
State Street Ultra Short Term Bond ETF
ULST
$526M
5 11 6 0.47%
DMLP icon
2146
Dorchester Minerals
DMLP
$1.24B
5 12 7 34.1%
BBHY icon
2147
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$615M
5 8 3 12.4%
IFV icon
2148
First Trust Dorsey Wright International Focus 5 ETF
IFV
$230M
5 10 5 12.2%
UPRO icon
2149
ProShares UltraPro S&P 500
UPRO
$5.38B
5 20 15 157%
COGT icon
2150
Cogent Biosciences
COGT
$6.64B
5 14 9 362%
84 85
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87 88