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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
VLU icon
176
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$778M
27 41 14 35.2%
XJH icon
177
iShares ESG Screened S&P Mid-Cap ETF
XJH
$435M
27 64 37 35%
MFIC icon
178
MidCap Financial Investment
MFIC
$800M
27 69 42 24.5%
CMCO icon
179
Columbus McKinnon
CMCO
$563M
27 76 49 15.2%
INSP icon
180
Inspire Medical Systems
INSP
$1.74B
27 141 114 62.2%
NEXT icon
181
NextDecade
NEXT
$1.8B
27 73 46 13.1%
VPLS
182
Vanguard Core Plus Bond ETF
VPLS
$1.76B
26 36 10 1.57%
OCSL icon
183
Oaktree Specialty Lending
OCSL
$1.12B
26 78 52 16.9%
FDLO icon
184
Fidelity Low Volatility Factor ETF
FDLO
$1.46B
26 59 33 20.8%
PTRB icon
185
PGIM Total Return Bond ETF
PTRB
$1.13B
26 39 13 2.01%
BITO icon
186
ProShares Bitcoin Strategy ETF
BITO
$1.43B
26 67 41 53.3%
IVR icon
187
Invesco Mortgage Capital
IVR
$807M
26 60 34 4.94%
TUA icon
188
Simplify Short Term Treasury Futures Strategy ETF
TUA
$656M
26 42 16 7.42%
SHBI icon
189
Shore Bancshares
SHBI
$798M
26 57 31 76.6%
OPRT icon
190
Oportun Financial
OPRT
$358M
26 45 19 41.7%
BGS icon
191
B&G Foods
BGS
$281M
26 94 68 49.6%
ARDT
192
Ardent Health
ARDT
$1.58B
26 45 19 19.9%
ROCK icon
193
Gibraltar Industries
ROCK
$1.47B
25 114 89 15.5%
HYGH icon
194
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$601M
25 43 18 1.5%
FTK icon
195
Flotek Industries
FTK
$1.37B
25 36 11 355%
DFH icon
196
Dream Finders Homes
DFH
$1.3B
25 79 54 36.5%
AMR icon
197
Alpha Metallurgical Resources
AMR
$1.94B
25 105 80 22.1%
BJAN icon
198
Innovator US Equity Buffer ETF January
BJAN
$348M
25 48 23 29.1%
PREF icon
199
Principal Spectrum Preferred Securities Active ETF
PREF
$1.78B
25 53 28 0.64%
QFLR icon
200
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$524M
25 38 13 31%
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