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Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net increased
positions 		Increased positions Reduced positions Return since
30 Sep ‘25
ICAP icon
301
InfraCap Equity Income Fund ETF
ICAP
$124M
7 8 1 7.26%
GOLY icon
302
Strategy Shares Gold-Hedged Bond ETF
GOLY
$88.5M
7 10 3 18.3%
TENX icon
303
Tenax Therapeutics
TENX
$64M
7 9 2 77.5%
LFT
304
Lument Finance Trust
LFT
$34.6M
7 22 15 70.3%
OXSQ icon
305
Oxford Square Capital
OXSQ
$153M
7 20 13 10.7%
PGHY icon
306
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$227M
7 24 17 1.4%
PBJL
307
PGIM US Large-Cap Buffer 20 ETF - July
PBJL
$70.3M
7 8 1 8.27%
SWZ
308
Swiss Helvetia Fund
SWZ
$77.2M
7 13 6 2.47%
IBIG icon
309
iShares iBonds Oct 2030 Term TIPS ETF
IBIG
$142M
7 11 4 3.79%
SPBU
310
AllianzIM Buffer15 Uncapped Allocation ETF
SPBU
$184M
7 10 3 11.8%
RAFE icon
311
PIMCO RAFI ESG US ETF
RAFE
$169M
7 16 9 22.3%
EML icon
312
Eastern Company
EML
$153M
7 27 20 7.03%
MTGP icon
313
WisdomTree Mortgage Plus Bond Fund
MTGP
$74.4M
7 17 10 1.8%
VPV icon
314
Invesco Pennsylvania Value Municipal Income Trust
VPV
$202M
7 14 7 8.13%
AFSM icon
315
First Trust Active Factor Small Cap ETF
AFSM
$125M
7 12 5 27%
CEFA icon
316
Global X S&P Catholic Values Developed ex-US ETF
CEFA
$59.1M
7 10 3 15.6%
IBIE icon
317
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$160M
7 11 4 2.61%
IBIF icon
318
iShares iBonds Oct 2029 Term TIPS ETF
IBIF
$112M
7 9 2 2.98%
XIJN
319
FT Vest U.S. Equity Buffer & Premium Income ETF - June
XIJN
$51.7M
7 9 2 0.8%
TRAK icon
320
ReposiTrak
TRAK
$155M
7 34 27 45.3%
UPXI icon
321
Upexi
UPXI
$58.7M
7 15 8 86.2%
PFIG icon
322
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$119M
7 15 8 2.23%
KWT icon
323
iShares MSCI Kuwait ETF
KWT
$66.5M
7 9 2 6.64%
CLNN icon
324
Clene
CLNN
$52.9M
7 9 2 30.3%
LOAN
325
Manhattan Bridge Capital
LOAN
$47.1M
7 16 9 25.1%
11 12
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