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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 ‘24
PFIS icon
626
Peoples Financial Services
PFIS
$707M
11 28 17 55%
MISL icon
627
First Trust Indxx Aerospace & Defense ETF
MISL
$798M
11 17 6 69.3%
ISPY icon
628
ProShares S&P 500 High Income ETF
ISPY
$1.26B
11 14 3 11.9%
OSUR icon
629
OraSure Technologies
OSUR
$272M
11 78 67 7.51%
PGC icon
630
Peapack-Gladstone Financial
PGC
$809M
11 48 37 102%
PALL icon
631
abrdn Physical Palladium Shares ETF
PALL
$672M
11 17 6 38.7%
ONEV icon
632
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$306M
11 32 21 27.4%
WEN icon
633
Wendy's
WEN
$1.42B
11 130 119 56%
DVYE icon
634
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
11 52 41 25.6%
XBIL icon
635
US Treasury 6 Month Bill ETF
XBIL
$745M
11 30 19 0.02%
CSWC icon
636
Capital Southwest
CSWC
$1.59B
11 52 41 4.22%
CRF
637
Cornerstone Total Return Fund
CRF
$1.18B
11 22 11 5.71%
CHMG icon
638
Chemung Financial Corp
CHMG
$397M
11 24 13 71.4%
KOP icon
639
Koppers
KOP
$882M
11 69 58 26.1%
BCAL icon
640
Southern California Bancorp
BCAL
$690M
11 18 7 59.4%
GAL icon
641
State Street Global Allocation ETF
GAL
$314M
11 23 12 24.1%
SHYL icon
642
Xtrackers Short Duration High Yield Bond ETF
SHYL
$267M
11 16 5 0.09%
PERI icon
643
Perion Network
PERI
$379M
11 48 37 15.3%
PLBC icon
644
Plumas Bancorp
PLBC
$431M
11 27 16 72.3%
HIFS icon
645
Hingham Institution for Saving
HIFS
$681M
11 35 24 73.2%
FMAT icon
646
Fidelity MSCI Materials Index ETF
FMAT
$620M
11 40 29 23%
HLIT icon
647
Harmonic Inc
HLIT
$1.25B
11 78 67 2.38%
HBB icon
648
Hamilton Beach Brands
HBB
$444M
11 26 15 92.3%
DMAR icon
649
FT Vest US Equity Deep Buffer ETF March
DMAR
$459M
11 31 20 25.9%
FSCO
650
FS Credit Opportunities Corp
FSCO
$1.02B
11 83 72 21%
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