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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
BHB icon
2201
Bar Harbor Bankshares
BHB
$675M
5 9 4 70.5%
NAK
2202
Northern Dynasty Minerals
NAK
$818M
5 15 10 349%
CCU icon
2203
Compañía de Cervecerías Unidas
CCU
$2.12B
5 10 5 8.97%
AVK
2204
Advent Convertible and Income Fund
AVK
$556M
5 12 7 23.3%
IIM icon
2205
Invesco Value Municipal Income Trust
IIM
$589M
5 10 5 20.2%
SRRK icon
2206
Scholar Rock
SRRK
$5.49B
5 16 11 546%
MPB icon
2207
Mid Penn Bancorp
MPB
$970M
5 13 8 90.3%
PPT
2208
Franklin Premier Income Trust
PPT
$327M
5 13 8 2.09%
LMNR icon
2209
Limoneira
LMNR
$239M
5 11 6 14.1%
DOL icon
2210
WisdomTree True Developed International Fund
DOL
$832M
5 14 9 65.8%
BCH icon
2211
Banco de Chile
BCH
$21B
5 10 5 106%
SCHY icon
2212
Schwab International Dividend Equity ETF
SCHY
$2.53B
5 13 8 45.1%
GUT
2213
Gabelli Utility Trust
GUT
$574M
5 13 8 24%
PRME icon
2214
Prime Medicine
PRME
$508M
5 11 6 70.5%
SSL icon
2215
Sasol
SSL
$7.21B
5 11 6 17.8%
FTHY
2216
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$498M
5 8 3 1.73%
EGAN icon
2217
eGain
EGAN
$192M
5 10 5 14.2%
TAXF icon
2218
American Century Diversified Municipal Bond ETF
TAXF
$684M
5 11 6 4.11%
EFIV icon
2219
State Street SPDR S&P 500 ESG ETF
EFIV
$1.02B
5 9 4 78%
HIPO icon
2220
Hippo Holdings
HIPO
$859M
5 13 8 308%
TEI
2221
Templeton Emerging Markets Income Fund
TEI
$315M
5 10 5 44.9%
BTAL icon
2222
AGF US Market Neutral Anti-Beta Fund
BTAL
$304M
5 22 17 39.3%
EAD
2223
Allspring Income Opportunities Fund
EAD
$375M
5 12 7 4.1%
AVRE icon
2224
Avantis Real Estate ETF
AVRE
$877M
5 10 5 29.6%
DBEU icon
2225
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$776M
5 11 6 54.2%
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