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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 ‘18
HERZ
2001
Herzfeld Credit Income Fund
HERZ
$33.1M
2 7 5 69.5%
VIXY icon
2002
ProShares VIX Short-Term Futures ETF
VIXY
$201M
2 6 4 99.3%
BOE icon
2003
BlackRock Enhanced Global Dividend Trust
BOE
$682M
2 29 27 5.96%
VRTX icon
2004
Vertex Pharmaceuticals
VRTX
$122B
2 243 241 195%
CODA icon
2005
Coda Octopus Group
CODA
$111M
2 2 0 185%
OCGN icon
2006
Ocugen
OCGN
$477M
2 5 3 99.1%
BPOP icon
2007
Popular Inc
BPOP
$10.9B
2 76 74 305%
VSDA icon
2008
VictoryShares Dividend Accelerator ETF
VSDA
$242M
2 3 1 112%
ASPN icon
2009
Aspen Aerogels
ASPN
$429M
2 16 14 21.3%
ASTH icon
2010
Astrana Health
ASTH
$2.36B
2 3 1 199%
DSWL icon
2011
Deswell Industries
DSWL
$56.9M
2 4 2 14.7%
ASND icon
2012
Ascendis Pharma A/S
ASND
$17.4B
2 27 25 306%
JHSC icon
2013
John Hancock Multifactor Small Cap ETF
JHSC
$695M
2 2 0 86.9%
ALTY icon
2014
Global X Alternative Income ETF
ALTY
$45.3M
2 2 0 14.7%
THO icon
2015
Thor Industries
THO
$3.75B
2 175 173 37.5%
SPVM icon
2016
Invesco S&P 500 Value with Momentum ETF
SPVM
$117M
2 7 5 102%
BAR icon
2017
GraniteShares Gold Shares
BAR
$1.35B
2 2 0 198%
COMB icon
2018
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
$127M
2 2 0 3.23%
FENC icon
2019
Fennec Pharmaceuticals
FENC
$373M
2 6 4 11.2%
BGH
2020
Barings Global Short Duration High Yield Fund
BGH
$284M
2 15 13 24.2%
TDF
2021
Templeton Dragon Fund
TDF
$269M
2 23 21 52%
HYEM icon
2022
VanEck Emerging Markets High Yield Bond ETF
HYEM
$522M
2 25 23 16.8%
GRID
2023
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.6B
2 7 5 265%
FTXN icon
2024
First Trust Nasdaq Oil & Gas ETF
FTXN
$167M
2 3 1 78%
FSCS
2025
First Trust SMID Capital Strength ETF
FSCS
$59.1M
2 2 0 73.6%
79 80
81
82 83