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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 Jun ‘23
AVSU icon
501
Avantis Responsible US Equity ETF
AVSU
$486M
9 15 6 74.3%
ATLC icon
502
Atlanticus Holdings
ATLC
$1.42B
9 24 15 123%
ALCO icon
503
Alico
ALCO
$307M
9 26 17 62.6%
PNRG icon
504
PrimeEnergy Resources
PNRG
$315M
9 15 6 112%
MYFW icon
505
First Western Financial
MYFW
$305M
9 22 13 68%
GOVI icon
506
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.22B
9 17 8 9.46%
AVSF icon
507
Avantis Short-Term Fixed Income ETF
AVSF
$653M
9 16 7 0.98%
GBAB
508
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$389M
9 25 16 13.7%
TCBX icon
509
Third Coast Bancshares
TCBX
$748M
9 28 19 183%
JVAL icon
510
JPMorgan US Value Factor ETF
JVAL
$863M
9 34 25 67.4%
FMHI icon
511
First Trust Municipal High Income ETF
FMHI
$1.01B
9 47 38 1.59%
DSGR icon
512
Distribution Solutions Group
DSGR
$1.61B
9 27 18 34%
WNC icon
513
Wabash National
WNC
$505M
9 89 80 51.7%
AVGE icon
514
Avantis All Equity Markets ETF
AVGE
$1.15B
9 13 4 68.9%
SXC icon
515
SunCoke Energy
SXC
$786M
9 78 69 17.7%
MINO icon
516
PIMCO Municipal Income Opportunities Active ETF
MINO
$752M
9 17 8 0.94%
NCA icon
517
Nuveen California Municipal Value Fund
NCA
$304M
9 20 11 7.37%
IBTL icon
518
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$654M
9 14 5 3.01%
IBHG icon
519
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$515M
9 11 2 0.6%
HFRO
520
Highland Opportunities and Income Fund
HFRO
$403M
9 38 29 19.5%
KEEL
521
Keel Infrastructure Corp
KEEL
$1.99B
9 27 18 124%
AVAH icon
522
Aveanna Healthcare
AVAH
$1.95B
9 26 17 430%
AHCO icon
523
AdaptHealth
AHCO
$754M
9 63 54 53.6%
TLRY icon
524
Tilray
TLRY
$651M
9 91 82 69.4%
SYLD icon
525
Cambria Shareholder Yield ETF
SYLD
$1.02B
9 49 40 39.1%
19 20
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