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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 Sep ‘24
EVGO icon
601
EVgo
EVGO
$494M
12 53 41 62.1%
NRC icon
602
NRC Health Common Stock
NRC
$440M
12 52 40 13%
JPEM icon
603
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$393M
12 50 38 15.7%
DFCA icon
604
Dimensional California Municipal Bond ETF
DFCA
$712M
12 15 3 1.74%
SMBK icon
605
SmartFinancial
SMBK
$890M
12 41 29 78.6%
JBBB icon
606
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
12 48 36 3.25%
FISI icon
607
Financial Institutions
FISI
$821M
12 43 31 63.5%
MTLS
608
Materialise
MTLS
$395M
12 24 12 24.5%
IBD icon
609
Inspire Corporate Bond ETF
IBD
$490M
12 35 23 1.74%
SMIG icon
610
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.5B
12 19 7 13.3%
DPG
611
Duff & Phelps Utility and Infrastructure Fund
DPG
$527M
12 26 14 24.6%
PKE icon
612
Park Aerospace
PKE
$821M
12 43 31 190%
DCH
613
Dauch Corp
DCH
$1.59B
12 85 73 8.58%
STTK icon
614
Shattuck Labs
STTK
$774M
12 30 18 121%
CTA icon
615
Simplify Managed Futures Strategy ETF
CTA
$1.58B
12 30 18 4.69%
CDRE icon
616
Cadre Holdings
CDRE
$1.43B
12 53 41 11.9%
FDHY icon
617
Fidelity High Yield Factor ETF
FDHY
$584M
12 25 13 0.47%
NWFL icon
618
Norwood Financial Corp
NWFL
$376M
12 25 13 25.2%
KMLM icon
619
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$413M
11 26 15 1.47%
IMTB icon
620
iShares Core 5-10 Year USD Bond ETF
IMTB
$275M
11 18 7 3.41%
ENFR icon
621
Alerian Energy Infrastructure ETF
ENFR
$521M
11 28 17 38.9%
ISCG icon
622
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.02B
11 51 40 33.8%
FQAL icon
623
Fidelity Quality Factor ETF
FQAL
$1.46B
11 40 29 30.8%
FMAO icon
624
Farmers & Merchants Bancorp
FMAO
$481M
11 24 13 26.4%
LZM icon
625
Lifezone Metals
LZM
$357M
11 21 10 43.3%
23 24
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