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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
CIM
151
Chimera Investment
CIM
$990M
21 87 66 27.8%
HYS icon
152
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
21 95 74 2.76%
CSWC icon
153
Capital Southwest
CSWC
$1.6B
21 46 25 9.74%
IBMO icon
154
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$569M
20 53 33 3.31%
UVSP icon
155
Univest Financial
UVSP
$1.17B
20 61 41 144%
GEL icon
156
Genesis Energy
GEL
$1.9B
20 45 25 50.4%
TCBK icon
157
TriCo Bancshares
TCBK
$1.83B
20 55 35 78.4%
STXF
158
Strive 500 ETF
STXF
$1.16B
20 25 5 82.4%
NXDR
159
Nextdoor Holdings
NXDR
$1.03B
20 49 29 46.7%
AGEN
160
Agenus
AGEN
$297M
20 61 41 70.8%
NYF icon
161
iShares New York Muni Bond ETF
NYF
$1.41B
20 51 31 3.98%
SAR icon
162
Saratoga Investment
SAR
$317M
20 29 9 23.3%
EBF icon
163
Ennis
EBF
$562M
20 56 36 4.62%
PRME icon
164
Prime Medicine
PRME
$571M
20 35 15 67%
INMD icon
165
InMode
INMD
$879M
20 131 111 49.8%
LEG icon
166
Leggett & Platt
LEG
$1.33B
20 143 123 61.7%
QQEW icon
167
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.84B
20 79 59 57.1%
PTLO icon
168
Portillo's
PTLO
$326M
20 66 46 70.8%
CRSR icon
169
Corsair Gaming
CRSR
$1.44B
20 59 39 8.6%
RWK icon
170
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
19 39 20 61.8%
ERII icon
171
Energy Recovery
ERII
$405M
19 75 56 62.6%
CNXC icon
172
Concentrix
CNXC
$1.54B
19 122 103 68.5%
TRIN icon
173
Trinity Capital Inc.
TRIN
$1.73B
19 29 10 31.2%
CORP icon
174
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
19 65 46 4.23%
OCSL icon
175
Oaktree Specialty Lending
OCSL
$1.12B
19 73 54 36.7%
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