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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 Dec ‘23
UTL icon
651
Unitil
UTL
$981M
7 67 60 2.28%
PCN
652
PIMCO Corporate & Income Strategy Fund
PCN
$891M
7 27 20 3.87%
XSHQ icon
653
Invesco S&P SmallCap Quality ETF
XSHQ
$319M
7 12 5 22.7%
SPFI icon
654
South Plains Financial
SPFI
$848M
7 28 21 55.4%
EDIV icon
655
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
7 33 26 27.7%
TLTW icon
656
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.83B
7 16 9 22.7%
OVLY icon
657
Oak Valley Bancorp
OVLY
$281M
7 21 14 11.4%
UVSP icon
658
Univest Financial
UVSP
$1.18B
7 52 45 93.9%
HEQT icon
659
Simplify Hedged Equity ETF
HEQT
$303M
7 16 9 36.2%
WWJD icon
660
Inspire International ETF
WWJD
$571M
7 28 21 37.2%
IBHI icon
661
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$498M
7 8 1 0.56%
DFP
662
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$427M
7 26 19 17.2%
JEMA icon
663
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.65B
7 23 16 67.2%
REAL icon
664
The RealReal
REAL
$1.44B
7 43 36 487%
TROX icon
665
Tronox
TROX
$1.02B
7 68 61 54.9%
GNE icon
666
Genie Energy
GNE
$384M
7 34 27 48.2%
MGTX icon
667
MeiraGTx Holdings
MGTX
$1.21B
7 31 24 85.9%
ECC
668
Eagle Point Credit Company
ECC
$501M
7 22 15 60.1%
AVO icon
669
Mission Produce
AVO
$1.14B
7 39 32 27.8%
SUPV
670
Grupo Supervielle
SUPV
$733M
7 15 8 106%
IBTK icon
671
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1,000M
7 20 13 1.67%
EGY icon
672
Vaalco Energy
EGY
$609M
7 55 48 29%
VSTS icon
673
Vestis
VSTS
$1.83B
7 9 2 34.3%
MIY icon
674
BlackRock MuniYield Michigan Quality Fund
MIY
$361M
7 25 18 9.68%
LPTH icon
675
Lightpath Technologies
LPTH
$822M
7 15 8 939%
25 26
27
28 29