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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 ‘26
HYXF icon
2001
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$195M
20 40 20 0.13%
ZYME icon
2002
Zymeworks
ZYME
$1.71B
20 77 57 3.51%
SPE
2003
Special Opportunities Fund
SPE
$144M
20 29 9 1.6%
TAC icon
2004
TransAlta
TAC
$3.88B
20 70 50 6.41%
SDOG icon
2005
ALPS Sector Dividend Dogs ETF
SDOG
$1.43B
20 59 39 11.5%
OPRX icon
2006
OptimizeRx
OPRX
$129M
20 48 28 9.24%
MTB icon
2007
M&T Bank
MTB
$36.3B
20 401 381 21.5%
SEIQ icon
2008
SEI QiM U.S. Large Cap Quality Active ETF
SEIQ
$708M
20 28 8 16.1%
DBND icon
2009
DoubleLine Opportunistic Bond ETF
DBND
$754M
20 46 26 1.96%
NUDM icon
2010
Nuveen ESG International Developed Markets Equity ETF
NUDM
$724M
20 62 42 14.5%
SHYD icon
2011
VanEck Short High Yield Muni ETF
SHYD
$455M
20 59 39 0.09%
PGEN icon
2012
Precigen
PGEN
$2.51B
20 67 47 80.9%
EWL icon
2013
iShares MSCI Switzerland ETF
EWL
$2.24B
20 68 48 9.44%
LXEO icon
2014
Lexeo Therapeutics
LXEO
$364M
20 58 38 19.3%
DIOD icon
2015
Diodes
DIOD
$4.65B
20 118 98 47.9%
FSCC
2016
Federated Hermes MDT Small Cap Core ETF
FSCC
$330M
20 20 0 20.8%
BAB icon
2017
Invesco Taxable Municipal Bond ETF
BAB
$1B
20 73 53 2.41%
SMIG icon
2018
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.5B
20 32 12 12.9%
LCNB icon
2019
LCNB Corp
LCNB
$279M
20 45 25 25.6%
BUXX icon
2020
Strive Enhanced Income Short Maturity ETF
BUXX
$490M
20 37 17 0.15%
VIRT icon
2021
Virtu Financial
VIRT
$4.92B
20 154 134 26.6%
VTHR icon
2022
Vanguard Russell 3000 ETF
VTHR
$4.85B
20 79 59 18.8%
GFEB icon
2023
FT Vest US Equity Moderate Buffer ETF February
GFEB
$380M
20 48 28 8.86%
RYLD icon
2024
Global X Russell 2000 Covered Call ETF
RYLD
$1.39B
20 69 49 9.16%
UFOX
2025
Defiance Space and Connective Tech ETF
UFOX
$896M
20 58 38 25.2%
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