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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 ‘23
LOB icon
151
Live Oak Bancshares
LOB
$1.97B
21 67 46 74.4%
AROW icon
152
Arrow Financial
AROW
$640M
21 40 19 60%
LVHD icon
153
Franklin US Low Volatility High Dividend Index ETF
LVHD
$622M
21 48 27 18.4%
FJAN icon
154
FT Vest US Equity Buffer ETF January
FJAN
$1.46B
21 34 13 61.4%
REI icon
155
Ring Energy
REI
$357M
21 51 30 27.9%
DNA icon
156
Ginkgo Bioworks
DNA
$503M
21 102 81 86%
XLSR icon
157
State Street US Sector Rotation ETF
XLSR
$1.05B
20 31 11 66.2%
LU icon
158
Lufax Holding
LU
$1.39B
20 70 50 80.4%
LAW icon
159
CS Disco
LAW
$279M
20 44 24 35.2%
JPEM icon
160
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$392M
20 39 19 29.5%
ESRT icon
161
Empire State Realty Trust
ESRT
$815M
20 78 58 27.4%
IGR
162
CBRE Global Real Estate Income Fund
IGR
$706M
20 50 30 12.2%
VMD icon
163
Viemed Healthcare
VMD
$353M
20 37 17 4.04%
PGC icon
164
Peapack-Gladstone Financial
PGC
$802M
20 56 36 52.8%
ALX
165
Alexander's
ALX
$1.41B
20 45 25 42.4%
FMBH icon
166
First Mid Bancshares
FMBH
$1.36B
20 43 23 88.2%
STRO icon
167
Sutro Biopharma
STRO
$424M
20 50 30 44.7%
NRGV icon
168
Energy Vault
NRGV
$658M
20 39 19 69.6%
LYTS icon
169
LSI Industries
LYTS
$913M
20 49 29 78.6%
BSMQ icon
170
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
20 32 12 0.97%
ALT icon
171
Altimmune
ALT
$589M
20 51 31 28.2%
WABC icon
172
Westamerica Bancorp
WABC
$1.36B
20 85 65 32.8%
BSJR icon
173
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$881M
20 24 4 2.43%
MTW icon
174
Manitowoc
MTW
$699M
20 59 39 13.4%
KRP icon
175
Kimbell Royalty Partners
KRP
$1.5B
20 57 37 0%
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