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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 ‘14
VIOO icon
2001
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.04B
0 7 7 158%
IBCP icon
2002
Independent Bank Corp
IBCP
$785M
0 26 26 172%
LGL icon
2003
LGL Group
LGL
$86.1M
0 2 2 245%
CYD icon
2004
China Yuchai International
CYD
$1.12B
0 23 23 40.8%
VTHR icon
2005
Vanguard Russell 3000 ETF
VTHR
$4.89B
0 7 7 292%
LFVN icon
2006
LifeVantage
LFVN
$75.5M
0 21 21 34.6%
VTN icon
2007
Invesco Trust for Investment Grade New York Municipals
VTN
$139M
0 5 5 34.8%
IA icon
2008
Innovative Solutions & Support
IA
$347M
0 13 13 158%
WEA icon
2009
Western Asset Premier Bond Fund
WEA
$116M
0 8 8 32.6%
IGPT icon
2010
Invesco AI and Next Gen Software ETF
IGPT
$1.42B
0 5 5 739%
KFRC icon
2011
Kforce
KFRC
$918M
0 48 48 141%
GQRE icon
2012
Northern Trust Global Quality Real Estate ETF
GQRE
$444M
0 1 1 18.3%
KFFB icon
2013
Kentucky First Federal Bancorp
KFFB
$46.5M
0 2 2 33.8%
KF icon
2014
Korea Fund
KF
$265M
0 7 7 58.9%
FNCL icon
2015
Fidelity MSCI Financials Index ETF
FNCL
$2.28B
0 1 1 191%
XSW icon
2016
State Street SPDR S&P Software & Services ETF
XSW
$495M
0 4 4 365%
IPWR icon
2017
Ideal Power
IPWR
$59.3M
0 1 1 95.5%
PWZ icon
2018
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.15B
0 4 4 8.58%
PZT icon
2019
Invesco New York AMT-Free Municipal Bond ETF
PZT
$129M
0 5 5 11.6%
EUSA icon
2020
iShares MSCI USA Equal Weighted ETF
EUSA
$1.92B
0 4 4 184%
VOOG icon
2021
Vanguard S&P 500 Growth ETF
VOOG
$28.1B
0 7 7 486%
ALT icon
2022
Altimmune
ALT
$508M
0 10 10 99.5%
ASR icon
2023
Grupo Aeroportuario del Sureste
ASR
$6.95B
0 28 28 89%
SDD icon
2024
ProShares UltraShort SmallCap600
SDD
$1.62M
0 1 1 97.5%
PAR icon
2025
PAR Technology
PAR
$642M
0 5 5 217%
79 80
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