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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 ‘23
ORRF icon
401
Orrstown Financial Services
ORRF
$842M
12 29 17 115%
SMTI icon
402
Sanara MedTech
SMTI
$316M
12 16 4 16.7%
TV icon
403
Televisa
TV
$1.48B
12 49 37 47.1%
KBWD icon
404
Invesco KBW High Dividend Yield Financial ETF
KBWD
$427M
12 31 19 14.3%
CMTG icon
405
Claros Mortgage Trust
CMTG
$261M
12 35 23 84.1%
DSGR icon
406
Distribution Solutions Group
DSGR
$1.61B
12 28 16 53.4%
ASYS icon
407
Amtech Systems
ASYS
$270M
12 21 9 61.4%
QCRH icon
408
QCR Holdings
QCRH
$1.71B
12 51 39 138%
PUBM icon
409
PubMatic
PUBM
$804M
12 54 42 27.7%
THD icon
410
iShares MSCI Thailand ETF
THD
$354M
12 23 11 0.6%
OBT icon
411
Orange County Bancorp
OBT
$520M
12 16 4 76.2%
WVE icon
412
Wave Life Sciences
WVE
$993M
12 29 17 16.4%
SAR icon
413
Saratoga Investment
SAR
$315M
12 25 13 22.5%
MVBF icon
414
MVB Financial
MVBF
$392M
12 30 18 46.5%
FXD icon
415
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$273M
12 39 27 36.7%
VYX icon
416
NCR Voyix
VYX
$1.11B
12 109 97 44.4%
BGS icon
417
B&G Foods
BGS
$277M
12 94 82 78%
HQL
418
abrdn Life Sciences Investors
HQL
$642M
12 32 20 51.5%
CHI
419
Calamos Convertible Opportunities and Income Fund
CHI
$1.06B
12 39 27 24.9%
INBK icon
420
First Internet Bancorp
INBK
$256M
12 39 27 75.9%
AURA icon
421
Aura Biosciences
AURA
$832M
12 24 12 13.4%
CDL icon
422
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$404M
12 28 16 39.2%
FRST icon
423
Primis Financial Corp
FRST
$405M
12 39 27 69.6%
ONT
424
Onterris Inc
ONT
$576M
12 50 38 54%
CGBD icon
425
Carlyle Secured Lending
CGBD
$769M
12 38 26 18%
15 16
17
18 19