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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
30 Jun ‘15
YDKG
2001
Yueda Digital Holding
YDKG
$5.27M
2 4 2 100%
LH icon
2002
Labcorp
LH
$22.7B
2 223 221 166%
TSBK icon
2003
Timberland Bancorp
TSBK
$342M
2 8 6 336%
MPV
2004
Barings Participation Investors
MPV
$170M
2 7 5 28.1%
EUHY
2005
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$236M
2 12 10 13.9%
ACCS
2006
ACCESS Newswire
ACCS
$26.6M
2 2 0 14.4%
TRC icon
2007
Tejon Ranch
TRC
$499M
2 28 26 26%
WTV icon
2008
WisdomTree US Value Fund
WTV
$3.09B
2 5 3 216%
ONIT
2009
Onity Group
ONIT
$323M
2 64 62 74.9%
SMOG icon
2010
VanEck Low Carbon Energy ETF
SMOG
$137M
2 7 5 127%
MARPS icon
2011
Marine Petroleum Trust
MARPS
$9.78M
2 2 0 43.5%
SFBC
2012
Sound Financial Bancorp
SFBC
$110M
2 3 1 120%
LODE icon
2013
Comstock
LODE
$317M
2 9 7 97.1%
MSN icon
2014
Emerson Radio
MSN
$7.65M
2 4 2 68.7%
PXF icon
2015
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.82B
2 26 24 84.7%
PXJ icon
2016
Invesco Oil & Gas Services ETF
PXJ
$67.6M
2 8 6 49.7%
RSPM icon
2017
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$175M
2 8 6 124%
ISCV icon
2018
iShares Morningstar Small-Cap Value ETF
ISCV
$681M
2 22 20 86.6%
IOR
2019
Income Opportunity Realty Investors
IOR
$77.7M
2 2 0 157%
SIZE icon
2020
iShares MSCI USA Size Factor ETF
SIZE
$430M
2 4 2 174%
INTG icon
2021
InterGroup Corp
INTG
$91.5M
2 4 2 119%
SPOK icon
2022
Spok Holdings
SPOK
$220M
2 45 43 37.4%
TYD icon
2023
Direxion Daily 7-10 Year Treasury Bull 3X ETF
TYD
$32.2M
2 3 1 47.2%
USD icon
2024
ProShares Ultra Semiconductors
USD
$2.73B
2 3 1 10,004%
FTF
2025
Franklin Limited Duration Income Trust
FTF
$234M
2 19 17 50.2%
79 80
81
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