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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 ‘19
KEN icon
2001
Kenon Holdings
KEN
$3.61B
4 7 3 230%
KIO
2002
KKR Income Opportunities Fund
KIO
$450M
4 19 15 30.4%
ULBI icon
2003
Ultralife
ULBI
$88.3M
4 14 10 28.3%
TAP icon
2004
Molson Coors Class B
TAP
$7.68B
4 199 195 24%
SIVR icon
2005
abrdn Physical Silver Shares ETF
SIVR
$4.04B
4 15 11 219%
MMU
2006
Western Asset Managed Municipals Fund
MMU
$549M
4 18 14 24.5%
RSPU icon
2007
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$558M
4 35 31 54.9%
VEGA icon
2008
AdvisorShares STAR Global Buy-Write ETF
VEGA
$87.9M
4 5 1 51.8%
CWBC
2009
Community West Bancshares
CWBC
$678M
4 28 24 15.4%
NOA
2010
North American Construction
NOA
$377M
4 22 18 14.9%
NNVC icon
2011
NanoViricides
NNVC
$34M
4 7 3 41%
NRC icon
2012
NRC Health Common Stock
NRC
$474M
4 37 33 68.1%
NRK icon
2013
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$900M
4 22 18 23.9%
PIM
2014
Franklin Master Intermediate Income Trust
PIM
$149M
4 15 11 34.6%
PBW icon
2015
Invesco WilderHill Clean Energy ETF
PBW
$390M
4 22 18 7.51%
OEFA
2016
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$35.2M
4 10 6 34.1%
MPA icon
2017
BlackRock MuniYield Pennsylvania Quality Fund
MPA
$142M
4 12 8 23.5%
MMYT icon
2018
MakeMyTrip
MMYT
$4.67B
4 37 33 115%
LOOP icon
2019
Loop Industries
LOOP
$38.9M
4 12 8 91.9%
PALL icon
2020
abrdn Physical Palladium Shares ETF
PALL
$603M
4 13 9 38.4%
PBT
2021
Permian Basin Royalty Trust
PBT
$1.36B
4 19 15 657%
PCQ
2022
Pimco California Municipal Income Fund
PCQ
$162M
4 10 6 56.9%
JMST icon
2023
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
4 18 14 0.79%
ITGR icon
2024
Integer Holdings
ITGR
$3.35B
4 86 82 22.6%
PPT
2025
Franklin Premier Income Trust
PPT
$323M
4 27 23 37.8%
79 80
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82 83