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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 ‘25
NXRT
1051
NexPoint Residential Trust
NXRT
$516M
8 80 72 37.4%
TECX
1052
Tectonic Therapeutic
TECX
$438M
8 29 21 42.8%
SBR
1053
Sabine Royalty Trust
SBR
$1.05B
8 39 31 8.95%
STK
1054
Columbia Seligman Premium Technology Growth Fund
STK
$996M
8 23 15 59.3%
BCAL icon
1055
Southern California Bancorp
BCAL
$696M
8 38 30 29.9%
ACP
1056
abrdn Income Credit Strategies Fund
ACP
$548M
8 42 34 24.7%
HPS
1057
John Hancock Preferred Income Fund III
HPS
$381M
8 23 15 23.4%
SOR
1058
Source Capital
SOR
$370M
8 22 14 0.02%
IRD
1059
Opus Genetics
IRD
$364M
8 12 4 165%
BW icon
1060
Babcock & Wilcox
BW
$880M
8 24 16 104%
OPPE
1061
WisdomTree European Opportunities Fund
OPPE
$288M
8 14 6 17.8%
SIO icon
1062
Touchstone Strategic Income Opportunities ETF
SIO
$289M
8 9 1 6.53%
PAXS
1063
PIMCO Access Income Fund
PAXS
$627M
8 22 14 18.3%
BXC icon
1064
BlueLinx
BXC
$588M
8 55 47 2.38%
ASIX icon
1065
AdvanSix
ASIX
$451M
8 79 71 13.8%
SRV
1066
NXG Cushing Midstream Energy Fund
SRV
$275M
8 11 3 4.09%
ETD icon
1067
Ethan Allen Interiors
ETD
$531M
8 82 74 28.5%
GAIN icon
1068
Gladstone Investment Corp
GAIN
$613M
8 30 22 11.4%
VFMV icon
1069
Vanguard US Minimum Volatility ETF
VFMV
$455M
8 25 17 10%
THYF icon
1070
T. Rowe Price US High Yield ETF
THYF
$829M
8 11 3 4.46%
BWX icon
1071
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.3B
8 56 48 7.87%
CMCO icon
1072
Columbus McKinnon
CMCO
$491M
8 77 69 18.7%
YEAR icon
1073
AB Ultra Short Income ETF
YEAR
$1.57B
8 35 27 1.3%
BORR
1074
Borr Drilling
BORR
$1.3B
8 53 45 56.5%
WIW
1075
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$485M
7 33 26 10.8%
41 42
43
44 45