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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 ‘22
FREL icon
201
Fidelity MSCI Real Estate Index ETF
FREL
$1.46B
19 82 63 9.05%
FPEI icon
202
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
19 46 27 1.24%
LVHD icon
203
Franklin US Low Volatility High Dividend Index ETF
LVHD
$624M
19 34 15 11.5%
ETJ
204
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$572M
19 34 15 14%
CMPS
205
Compass Pathways
CMPS
$1.8B
19 38 19 3.65%
ASG
206
Liberty All-Star Growth Fund
ASG
$345M
19 30 11 28.1%
MMU
207
Western Asset Managed Municipals Fund
MMU
$551M
19 33 14 13.2%
YEXT icon
208
Yext
YEXT
$576M
19 69 50 16.5%
IBMO icon
209
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$569M
19 35 16 0.39%
FEMB icon
210
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$366M
19 36 17 1.72%
ALIT icon
211
Alight
ALIT
$381M
19 52 33 92.9%
UPBD icon
212
Upbound Group
UPBD
$1.11B
19 88 69 24.3%
ALCO icon
213
Alico
ALCO
$311M
19 33 14 11.8%
VIOV icon
214
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.9B
19 52 33 34.6%
KBE icon
215
State Street SPDR S&P Bank ETF
KBE
$1.73B
19 95 76 35%
ABR icon
216
Arbor Realty Trust
ABR
$994M
19 95 76 68.8%
PRCH icon
217
Porch Group
PRCH
$1.78B
18 55 37 126%
TDTF icon
218
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
18 32 14 14.1%
STRA icon
219
Strategic Education
STRA
$1.81B
18 70 52 20.5%
VTWG icon
220
Vanguard Russell 2000 Growth ETF
VTWG
$1.55B
18 45 27 52.8%
NOA
221
North American Construction
NOA
$417M
18 29 11 6.65%
STK
222
Columbia Seligman Premium Technology Growth Fund
STK
$928M
18 28 10 63.7%
LQDH icon
223
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$540M
18 44 26 1.35%
INVA icon
224
Innoviva
INVA
$1.5B
18 91 73 6.98%
PLOW icon
225
Douglas Dynamics
PLOW
$980M
18 60 42 22.8%
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