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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 ‘23
UMI icon
676
USCF Midstream Energy Income Fund
UMI
$509M
6 11 5 71.8%
NUMG icon
677
Nuveen ESG Mid-Cap Growth ETF
NUMG
$376M
6 43 37 34.9%
CPZ
678
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
$269M
6 22 16 7.37%
MMD
679
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$283M
6 25 19 5.34%
GTE icon
680
Gran Tierra Energy
GTE
$336M
6 20 14 36.9%
DWAS icon
681
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$449M
6 32 26 57%
IMKTA icon
682
Ingles Markets
IMKTA
$1.68B
6 76 70 17.5%
NMFC icon
683
New Mountain Finance
NMFC
$736M
6 52 46 39.8%
QUAD icon
684
Quad
QUAD
$506M
6 30 24 95%
AVSU icon
685
Avantis Responsible US Equity ETF
AVSU
$491M
6 13 7 83.6%
TRC icon
686
Tejon Ranch
TRC
$443M
6 36 30 1.17%
BLW icon
687
BlackRock Limited Duration Income Trust
BLW
$508M
6 24 18 1.01%
UAMY icon
688
United States Antimony
UAMY
$799M
6 9 3 1,348%
XSHQ icon
689
Invesco S&P SmallCap Quality ETF
XSHQ
$323M
6 7 1 39.1%
MODL icon
690
VictoryShares WestEnd US Sector ETF
MODL
$1.08B
6 7 1 79.3%
FLGV icon
691
Franklin US Treasury Bond ETF
FLGV
$1.04B
6 10 4 0.1%
UTEN icon
692
US Treasury 10 Year Note ETF
UTEN
$289M
6 7 1 0.63%
IDVO icon
693
Amplify International Enhanced Dividend Income ETF
IDVO
$1.38B
6 6 0 60.8%
CDRE icon
694
Cadre Holdings
CDRE
$1.45B
6 31 25 27.2%
MASS icon
695
908 Devices
MASS
$418M
6 29 23 51.8%
NIE
696
Virtus Equity & Convertible Income Fund
NIE
$741M
6 26 20 34.5%
WEN icon
697
Wendy's
WEN
$1.65B
6 125 119 57.6%
LRGE icon
698
ClearBridge Large Cap Growth Select ETF
LRGE
$389M
6 17 11 73.7%
MLN icon
699
VanEck Long Muni ETF
MLN
$684M
6 33 27 5.03%
HWBK icon
700
Hawthorn Bancshares
HWBK
$277M
6 16 10 147%
26 27
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29 30