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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 ‘21
VCV icon
551
Invesco California Value Municipal Income Trust
VCV
$526M
9 19 10 23%
PFN
552
PIMCO Income Strategy Fund II
PFN
$706M
9 28 19 34.8%
KBWY icon
553
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$306M
9 20 11 22.5%
FEP icon
554
First Trust Europe AlphaDEX Fund
FEP
$532M
9 42 33 40.1%
FBRX icon
555
Forte Biosciences
FBRX
$1.57B
9 23 14 90.9%
WLKP icon
556
Westlake Chemical Partners
WLKP
$764M
9 19 10 19.5%
OIS icon
557
Oil States International
OIS
$530M
9 59 50 11.8%
NRK icon
558
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$919M
9 29 20 25.7%
CATH icon
559
Global X S&P 500 Catholic Values ETF
CATH
$1.35B
9 25 16 72.5%
RBBN icon
560
Ribbon Communications
RBBN
$361M
9 47 38 73.5%
XFLT
561
XAI Floating Rate & Alternative Income Trust
XFLT
$290M
9 15 6 60.1%
SXC icon
562
SunCoke Energy
SXC
$790M
9 64 55 30.4%
RLY icon
563
State Street Multi-Asset Real Return ETF
RLY
$1.31B
9 19 10 28.6%
PWP icon
564
Perella Weinberg Partners
PWP
$1.32B
9 20 11 39%
PMT
565
PennyMac Mortgage Investment
PMT
$832M
9 73 64 54.7%
PFL
566
PIMCO Income Strategy Fund
PFL
$390M
9 21 12 38.4%
OSCV icon
567
Opus Small Cap Value ETF
OSCV
$711M
9 9 0 31.9%
OMFS icon
568
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$287M
9 9 0 28.4%
MUC icon
569
BlackRock MuniHoldings California Quality Fund
MUC
$1.01B
9 21 12 32.4%
MSOS icon
570
AdvisorShares Pure US Cannabis ETF
MSOS
$896M
9 50 41 88.9%
ONT
571
Onterris Inc
ONT
$571M
9 47 38 69.7%
LMAT icon
572
LeMaitre Vascular
LMAT
$1.85B
9 67 58 32.7%
LGH icon
573
HCM Defender 500 Index ETF
LGH
$600M
9 9 0 66.7%
JHML icon
574
John Hancock Multifactor Large Cap ETF
JHML
$1.2B
9 25 16 68.4%
JBSS icon
575
John B. Sanfilippo & Son
JBSS
$972M
9 62 53 6.14%
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