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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 Mar ‘25
EUSB icon
326
iShares ESG Advanced Universal USD Bond ETF
EUSB
$710M
19 68 49 1.25%
SBR
327
Sabine Royalty Trust
SBR
$1.06B
19 39 20 7.31%
FISI icon
328
Financial Institutions
FISI
$821M
19 59 40 66.8%
EUSA icon
329
iShares MSCI USA Equal Weighted ETF
EUSA
$1.94B
19 51 32 26.5%
IBHH icon
330
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$457M
19 29 10 0%
OPK icon
331
Opko Health
OPK
$1.04B
18 76 58 16.3%
RFV icon
332
Invesco S&P MidCap 400 Pure Value ETF
RFV
$340M
18 33 15 32.4%
DSU icon
333
BlackRock Debt Strategies Fund
DSU
$600M
18 36 18 8.72%
AMZA icon
334
InfraCap MLP ETF
AMZA
$475M
18 25 7 3.87%
PFLD icon
335
AAM Low Duration Preferred and Income Securities ETF
PFLD
$408M
18 30 12 3.32%
PAR icon
336
PAR Technology
PAR
$721M
18 92 74 71.6%
RMM
337
RiverNorth Managed Duration Municipal Income Fund
RMM
$287M
18 24 6 1.68%
TPLC icon
338
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$316M
18 44 26 21.3%
AIP icon
339
Arteris
AIP
$1.35B
18 46 28 297%
VGSR icon
340
Vert Global Sustainable Real Estate ETF
VGSR
$536M
18 41 23 12.4%
EVGO icon
341
EVgo
EVGO
$503M
18 69 51 39.8%
SBH icon
342
Sally Beauty Holdings
SBH
$1.58B
18 97 79 86.5%
DNA icon
343
Ginkgo Bioworks
DNA
$506M
18 49 31 31.8%
HQH
344
abrdn Healthcare Investors
HQH
$1.34B
18 43 25 44.2%
RDVT icon
345
Red Violet
RDVT
$1.14B
18 56 38 89.5%
YELP icon
346
Yelp
YELP
$1.28B
18 123 105 36.2%
DTD icon
347
WisdomTree US Total Dividend Fund
DTD
$1.69B
18 71 53 26.3%
THQ
348
abrdn Healthcare Opportunities Fund
THQ
$810M
18 40 22 5.33%
PTLO icon
349
Portillo's
PTLO
$327M
18 64 46 62.1%
FXU icon
350
First Trust Utilities AlphaDEX Fund
FXU
$823M
18 58 40 17.1%
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