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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 ‘25
IVR icon
126
Invesco Mortgage Capital
IVR
$623M
33 64 31 27%
MPB icon
127
Mid Penn Bancorp
MPB
$915M
33 54 21 28%
BSCY
128
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$592M
33 41 8 5.83%
MSTY icon
129
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.08B
33 46 13 85.3%
TSLX icon
130
Sixth Street Specialty
TSLX
$1.7B
33 98 65 24.9%
AGL icon
131
Agilon Health
AGL
$1.43B
33 80 47 47.9%
DFAR icon
132
DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
$1.62B
33 111 78 2.86%
LOB icon
133
Live Oak Bancshares
LOB
$1.69B
33 92 59 22.7%
SPLB icon
134
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.16B
33 83 50 9.97%
AOM icon
135
iShares Core Moderate Allocation ETF
AOM
$1.87B
33 118 85 5.54%
XJH icon
136
iShares ESG Screened S&P Mid-Cap ETF
XJH
$413M
33 70 37 20%
SHOE
137
Shoe Station Group
SHOE
$334M
33 81 48 34.4%
ALT icon
138
Altimmune
ALT
$533M
33 72 39 29.2%
MEAR icon
139
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.45B
33 83 50 1.21%
ABR icon
140
Arbor Realty Trust
ABR
$679M
32 124 92 66%
GDYN icon
141
Grid Dynamics Holdings
GDYN
$652M
32 89 57 30.4%
FXU icon
142
First Trust Utilities AlphaDEX Fund
FXU
$731M
32 80 48 4.58%
SPT icon
143
Sprout Social
SPT
$604M
32 87 55 52.3%
NXDT
144
NexPoint Diversified Real Estate Trust
NXDT
$280M
32 64 32 26%
QLTA icon
145
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.14B
32 83 51 6.17%
IBMP icon
146
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$669M
32 72 40 0.55%
BFST icon
147
Business First Bancshares
BFST
$998M
32 62 30 24.4%
EMD
148
Western Asset Emerging Markets Debt Fund
EMD
$543M
32 49 17 7.06%
SG icon
149
Sweetgreen
SG
$1.08B
32 100 68 39.2%
IDT icon
150
IDT Corp
IDT
$1.96B
32 85 53 15.2%
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