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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 Dec ‘22
IEZ icon
201
iShares US Oil Equipment & Services ETF
IEZ
$387M
17 32 15 40.8%
HQL
202
abrdn Life Sciences Investors
HQL
$636M
17 32 15 47.3%
NCZ
203
Virtus Convertible & Income Fund II
NCZ
$305M
17 34 17 39.2%
HTD
204
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$905M
17 31 14 11.7%
HLF icon
205
Herbalife
HLF
$1.21B
17 78 61 22.6%
RPD icon
206
Rapid7
RPD
$944M
17 105 88 58.4%
EVLV icon
207
Evolv Technologies
EVLV
$1.08B
17 38 21 132%
HTB
208
HomeTrust Bancshares
HTB
$829M
17 46 29 106%
PRCT icon
209
Procept Biorobotics
PRCT
$1.26B
17 47 30 47.1%
DDWM icon
210
WisdomTree Dynamic International Equity Fund
DDWM
$1.5B
17 24 7 62.8%
TPB icon
211
Turning Point Brands
TPB
$1.78B
17 49 32 311%
AHRT
212
AH Realty Trust
AHRT
$506M
17 75 58 41%
TREE icon
213
LendingTree
TREE
$440M
16 58 42 46.8%
INDY icon
214
iShares S&P India Nifty 50 Index Fund
INDY
$565M
16 30 14 3.88%
GEL icon
215
Genesis Energy
GEL
$1.91B
16 41 25 53%
FISR icon
216
State Street Fixed Income Sector Rotation ETF
FISR
$494M
16 24 8 1.48%
CGBD icon
217
Carlyle Secured Lending
CGBD
$776M
16 40 24 21.2%
BAND
218
Bandwidth Inc
BAND
$1.7B
16 54 38 130%
MORT icon
219
VanEck Mortgage REIT Income ETF
MORT
$373M
16 24 8 15.2%
MEGI
220
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$783M
16 24 8 10.2%
XVV icon
221
iShares ESG Screened S&P 500 ETF
XVV
$678M
16 23 7 108%
ASTH icon
222
Astrana Health
ASTH
$1.78B
16 53 37 21.4%
WASH icon
223
Washington Trust Bancorp
WASH
$740M
16 54 38 17.8%
UPWK icon
224
Upwork
UPWK
$1.06B
16 83 67 17.5%
JBGS
225
JBG SMITH
JBGS
$664M
16 83 67 40%
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