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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 ‘15
QQQX icon
401
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.5B
6 20 14 59%
IXG icon
402
iShares Global Financials ETF
IXG
$697M
6 17 11 153%
HFWA icon
403
Heritage Financial
HFWA
$1.2B
6 43 37 56.1%
GSBC icon
404
Great Southern Bancorp
GSBC
$873M
6 37 31 77.3%
FXY icon
405
Invesco CurrencyShares Japanese Yen Trust
FXY
$426M
6 13 7 28.5%
FTA icon
406
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.42B
6 31 25 167%
CWCO icon
407
Consolidated Water Co
CWCO
$484M
6 27 21 147%
CRI icon
408
Carter's
CRI
$1.48B
6 120 114 54.6%
CATX icon
409
Perspective Therapeutics
CATX
$342M
6 8 2 68%
CAL icon
410
Caleres
CAL
$486M
6 68 62 46%
AVK
411
Advent Convertible and Income Fund
AVK
$563M
6 22 16 3.04%
ATLO icon
412
AMES National
ATLO
$275M
6 16 10 27.7%
AGD
413
abrdn Global Dynamic Dividend Fund
AGD
$325M
6 12 6 40.3%
ACNB icon
414
ACNB Corp
ACNB
$646M
6 9 3 198%
CDC icon
415
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$741M
6 9 3 115%
TMP icon
416
Tompkins Financial
TMP
$1.4B
6 40 34 73.6%
STAA icon
417
STAAR Surgical
STAA
$1.25B
6 28 22 252%
RTH icon
418
VanEck Retail ETF
RTH
$264M
6 17 11 253%
RLGT icon
419
Radiant Logistics
RLGT
$390M
6 29 23 143%
NAC icon
420
Nuveen California Quality Municipal Income Fund
NAC
$1.85B
6 17 11 23.4%
GLP icon
421
Global Partners
GLP
$1.7B
6 24 18 185%
FYX icon
422
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.4B
6 29 23 226%
SAR icon
423
Saratoga Investment
SAR
$317M
6 10 4 28%
SLRC icon
424
SLR Investment Corp
SLRC
$708M
6 39 33 21.1%
NGNE icon
425
Neurogene
NGNE
$729M
6 11 5 85.4%
15 16
17
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