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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
31 Dec ‘21
SRLN icon
1
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
161 237 76 11.5%
ESML icon
2
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.82B
146 177 31 33.2%
UPST icon
3
Upstart Holdings
UPST
$2.63B
131 205 74 81.9%
KRG icon
4
Kite Realty
KRG
$5.81B
120 147 27 31.4%
SCHC icon
5
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
100 168 68 18.1%
MOS icon
6
The Mosaic Company
MOS
$7.03B
100 271 171 43.7%
FPE icon
7
First Trust Preferred Securities and Income ETF
FPE
$6.32B
98 192 94 12.5%
MPT
8
Medical Properties Trust
MPT
$2.77B
98 258 160 80.4%
FTSL icon
9
First Trust Senior Loan Fund ETF
FTSL
$2.32B
97 158 61 6.45%
XLB icon
10
State Street Materials Select Sector SPDR ETF
XLB
$8.5B
94 313 219 11.3%
EAGG icon
11
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
89 118 29 15.5%
SUSA icon
12
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
88 179 91 44.2%
ARE icon
13
Alexandria Real Estate Equities
ARE
$8.97B
86 259 173 76.9%
PDI icon
14
PIMCO Dynamic Income Fund
PDI
$7.39B
84 97 13 38.2%
INDB icon
15
Independent Bank
INDB
$3.99B
84 118 34 2.82%
PATH icon
16
UiPath
PATH
$6.61B
81 135 54 70.4%
XLRE icon
17
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.55B
80 229 149 13%
QYLD icon
18
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.11B
79 134 55 20.1%
BXMT icon
19
Blackstone Mortgage Trust
BXMT
$2.45B
78 151 73 52.5%
PTON icon
20
Peloton Interactive
PTON
$2.77B
77 226 149 82.1%
ESTC icon
21
Elastic
ESTC
$6.84B
77 162 85 46.6%
JNK icon
22
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.07B
76 225 149 11.9%
SJNK icon
23
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
74 155 81 8.47%
CUBE icon
24
CubeSmart
CUBE
$9.39B
73 163 90 27.1%
FVD icon
25
First Trust Value Line Dividend Fund
FVD
$8.32B
72 187 115 16.5%
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