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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 Mar ‘25
EFAA
1476
Invesco MSCI EAFE Income Advantage ETF
EFAA
$629M
1 3 2 17.2%
RSMC
1477
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$788M
1 3 2 23.6%
VSTS icon
1478
Vestis
VSTS
$1.83B
1 101 100 40.2%
MFSV
1479
MFS Active Value ETF
MFSV
$573M
1 1 0 21.5%
RBB icon
1480
RBB Bancorp
RBB
$458M
1 34 33 64.2%
QVMM
1481
Invesco QQQ Trust Series 1
QVMM
$442M
1 4 3 34.7%
MEC icon
1482
Mayville Engineering Co
MEC
$574M
1 39 38 67.5%
OPTZ
1483
Optimize Strategy Index ETF
OPTZ
$269M
1 1 0 72.8%
ADTN icon
1484
Adtran
ADTN
$632M
1 60 59 11%
NTWO
1485
Newbury Street II Acquisition Corp
NTWO
$258M
1 3 2 –
GSPY icon
1486
Gotham Enhanced 500 ETF
GSPY
$857M
1 3 2 37.5%
BMRC icon
1487
Bank of Marin Bancorp
BMRC
$461M
1 41 40 29%
ECAT icon
1488
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.58B
1 24 23 0.44%
HVT icon
1489
Haverty Furniture Companies
HVT
$443M
1 44 43 44.1%
ISTR icon
1490
Investar Holding Corp
ISTR
$417M
1 30 29 71.9%
IYK icon
1491
iShares US Consumer Staples ETF
IYK
$1.43B
1 80 79 3.54%
EZA icon
1492
iShares MSCI South Africa ETF
EZA
$569M
1 20 19 42.5%
EMEQ
1493
Nomura Focused Emerging Markets Equity ETF
EMEQ
$580M
1 1 0 143%
GYRE icon
1494
Gyre Therapeutics
GYRE
$704M
1 15 14 14%
TBFG icon
1495
The Brinsmere Fund Growth ETF
TBFG
$389M
1 1 0 25.3%
IWLG icon
1496
IQ Winslow Large Cap Growth ETF
IWLG
$324M
1 3 2 32%
EFR
1497
Eaton Vance Senior Floating-Rate Fund
EFR
$319M
1 28 27 12.1%
NCMI icon
1498
National CineMedia
NCMI
$355M
1 39 38 35.1%
USCI icon
1499
US Commodity Index
USCI
$376M
1 12 11 42.9%
UNIY icon
1500
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.33B
1 3 2 1.87%
58 59
60
61 62