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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 Mar ‘24
QUAD icon
2201
Quad
QUAD
$544M
9 17 8 98.7%
DNL icon
2202
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$494M
9 13 4 18.6%
RLY icon
2203
State Street Multi-Asset Real Return ETF
RLY
$1.26B
9 18 9 28.7%
DIVI icon
2204
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.74B
9 17 8 37.3%
CHW
2205
Calamos Global Dynamic Income Fund
CHW
$542M
9 16 7 30.3%
PJP icon
2206
Invesco Pharmaceuticals ETF
PJP
$471M
9 16 7 53.1%
BBIN icon
2207
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.71B
9 17 8 34%
HRTG icon
2208
Heritage Insurance Holdings
HRTG
$902M
9 26 17 180%
BSMQ icon
2209
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
9 16 7 0.08%
HDEF icon
2210
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.33B
9 18 9 36.8%
XHLF icon
2211
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
9 19 10 0.28%
BARK icon
2212
BARK
BARK
$89.6M
9 16 7 60%
TEN
2213
Tsakos Energy Navigation Ltd
TEN
$1.17B
9 20 11 52.9%
NBH
2214
Neuberger Municipal Fund Inc
NBH
$302M
9 15 6 2.67%
OGI
2215
Organigram Holdings
OGI
$140M
9 20 11 53.8%
RRGB icon
2216
Red Robin
RRGB
$149M
9 20 11 4.83%
GRND icon
2217
Grindr
GRND
$3.19B
9 21 12 77.1%
DHX icon
2218
DHI Group
DHX
$179M
9 13 4 62.4%
EWD icon
2219
iShares MSCI Sweden ETF
EWD
$594M
9 24 15 34%
FQAL icon
2220
Fidelity Quality Factor ETF
FQAL
$1.45B
9 13 4 43.3%
FTF
2221
Franklin Limited Duration Income Trust
FTF
$232M
9 15 6 8.45%
RFV icon
2222
Invesco S&P MidCap 400 Pure Value ETF
RFV
$341M
9 17 8 27.6%
XVV icon
2223
iShares ESG Screened S&P 500 ETF
XVV
$671M
9 17 8 46.7%
TDV icon
2224
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$281M
9 15 6 43.9%
LDI icon
2225
loanDepot
LDI
$569M
9 19 10 59.5%
87 88
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