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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 ‘23
NVO
201
Novo Nordisk
NVO
$208B
53 443 390 41.7%
IVR icon
202
Invesco Mortgage Capital
IVR
$795M
53 76 23 35.6%
BTE icon
203
Baytex Energy
BTE
$3.29B
53 65 12 44.5%
AEP icon
204
American Electric Power
AEP
$67.2B
53 511 458 46.5%
UNIT
205
Uniti Group
UNIT
$2.47B
52 121 69 120%
JQUA icon
206
JPMorgan US Quality Factor ETF
JQUA
$8.68B
52 80 28 68.8%
ESML icon
207
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.91B
52 162 110 56.8%
LOCO icon
208
El Pollo Loco
LOCO
$476M
52 70 18 78.1%
ZM icon
209
Zoom
ZM
$27.7B
52 235 183 39.3%
CSCO icon
210
Cisco
CSCO
$442B
51 1,309 1,258 117%
CRBG icon
211
Corebridge Financial
CRBG
$14.5B
51 79 28 84.3%
SSTK icon
212
Shutterstock
SSTK
$202M
51 116 65 88.8%
SPAB icon
213
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
51 190 139 0.63%
MPT
214
Medical Properties Trust
MPT
$2.45B
51 242 191 55.6%
ARCC icon
215
Ares Capital
ARCC
$14.3B
51 250 199 6.07%
BSCS icon
216
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.51B
51 73 22 2.89%
ARR
217
Armour Residential REIT
ARR
$2.3B
51 83 32 39.1%
WIT icon
218
Wipro
WIT
$18.2B
51 98 47 22%
ADUS icon
219
Addus HomeCare
ADUS
$2.28B
51 111 60 31.6%
O icon
220
Realty Income
O
$59B
51 462 411 4.33%
CMF icon
221
iShares California Muni Bond ETF
CMF
$4.64B
50 100 50 0.84%
VMBS icon
222
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
50 220 170 0.67%
RKLB icon
223
Rocket Lab Corp
RKLB
$42.4B
50 87 37 1,006%
IBM icon
224
IBM
IBM
$217B
50 993 943 71.7%
SPTL icon
225
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.1B
50 145 95 15.1%
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