Fund Insights
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Stock index based on fund manager consensus updated each quarter
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Stocks With The Most
New Fund Positions
Funds Holding
Holding in Top 10
New Positions
Closed Positions
Increased Positions
Reduced Positions
Call Options
Put Options
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
Asset Type
Stocks
ETFs
Small Cap
Mega Cap
Over $200B
Large Cap
$10B to $200B
Mid Cap
$2B to $10B
Small Cap
$250M to $2B
Micro Cap
Under $250M
Sector
Communication Services
Consumer Discretionary
Consumer Staples
Energy
Financials
Healthcare
Industrials
Materials
Real Estate
Technology
Utilities
Industry
Communication Services
Advertising Agencies
Broadcasting
Electronic Gaming & Multimedia
Entertainment
Internet Content & Information
Publishing
Telecom Services
Consumer Discretionary
Apparel Manufacturing
Apparel Retail
Auto Manufacturers
Auto Parts
Auto & Truck Dealerships
Department Stores
Footwear & Accessories
Furnishings, Fixtures & Appliances
Gambling
Home Improvement Retail
Internet Retail
Leisure
Lodging
Luxury Goods
Packaging & Containers
Personal Services
Recreational Vehicles
Residential Construction
Resorts & Casinos
Restaurants
Specialty Retail
Textile Manufacturing
Travel Services
Consumer Staples
Beverages - Brewers
Beverages - Non-Alcoholic
Beverages - Wineries & Distilleries
Confectioners
Discount Stores
Education & Training Services
Farm Products
Food Distribution
Grocery Stores
Household & Personal Products
Packaged Foods
Tobacco
Energy
Oil & Gas Drilling
Oil & Gas Equipment & Services
Oil & Gas Exploration & Production
Oil & Gas Integrated
Oil & Gas Midstream
Oil & Gas Refining & Marketing
Thermal Coal
Uranium
Financials
Asset Management
Banks - Diversified
Banks - Regional
Capital Markets
Credit Services
Diversified Insurance
Financial Conglomerates
Financial Data & Stock Exchanges
Insurance Brokers
Life Insurance
Mortgage Finance
Property & Casualty Insurance
Reinsurance
Shell Companies
Specialty - Insurance
Healthcare
Biotechnology
Diagnostics & Research
Drug Manufacturers - General
Drug Manufacturers - Specialty & Generic
Healthcare Plans
Health Information Services
Medical Care Facilities
Medical Devices
Medical Distribution
Medical Instruments & Supplies
Pharmaceutical Retailers
Industrials
Aerospace & Defense
Airlines
Airports & Air Services
Building Products & Equipment
Business Equipment & Supplies
Conglomerates
Consulting Services
Electrical Equipment & Parts
Engineering & Construction
Farm & Heavy Construction Machinery
Industrial Distribution
Infrastructure Operations
Integrated Freight & Logistics
Marine Shipping
Metal Fabrication
Pollution & Treatment Controls
Railroads
Rental & Leasing Services
Security & Protection Services
Specialty Business Services
Specialty Industrial Machinery
Staffing & Employment Services
Tools & Accessories
Trucking
Waste Management
Materials
Agricultural Inputs
Aluminum
Building Materials
Chemicals
Coking Coal
Copper
Gold
Lumber & Wood Production
Other Industrial Metals & Mining
Other Precious Metals & Mining
Paper & Paper Products
Silver
Specialty Chemicals
Steel
Real Estate
Diversified REIT
Healthcare Facilities REIT
Hotel & Motel REIT
Industrial REIT
Mortgage REIT
Office REIT
Real Estate Development
Real Estate Diversified
Real Estate Services
Residential REIT
Retail REIT
Specialty REIT
Technology
Communication Equipment
Computer Hardware
Consumer Electronics
Electronic Components
Electronics & Computer Distribution
Information Technology Services
Scientific & Technical Instruments
Semiconductor Equipment & Materials
Semiconductors
Software - Application
Software - Infrastructure
Solar
Utilities
Diversified Utilities
Electric Utilities
Gas Utilities
Independent Power Producers
Renewable Electricity
Water Utilities
Min Funds
5
10
25
50
100
250
500
1,000
2,500
5,000
10,000
Max Funds
5
10
25
50
100
250
500
1,000
2,500
5,000
10,000
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Net new
positions
New positions
Closed positions
Return since
30 Sep ‘24
1426
HTD
1426
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$905M
2
12
10
10%
1427
1427
ProShares Large Cap Core Plus
CSM
$533M
2
5
3
36.5%
1428
1428
Foster
FSTR
$405M
2
18
16
88.6%
1429
PEO
1429
Adams Natural Resources Fund
PEO
$776M
2
9
7
23.9%
1430
CET
1430
Central Securities Corp
CET
$1.63B
2
5
3
20.5%
1431
1431
Invesco S&P MidCap 400 GARP ETF
GRPM
$506M
2
10
8
21.8%
1432
1432
iShares Morningstar Small-Cap ETF
ISCB
$292M
2
4
2
31%
1433
1433
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$281M
2
7
5
34.7%
1434
1434
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$517M
2
4
2
28.5%
1435
1435
Invesco KBW High Dividend Yield Financial ETF
KBWD
$427M
2
9
7
17.3%
1436
1436
Gencor Industries
GENC
$265M
2
11
9
13.5%
1437
1437
Nuveen Real Asset Income & Growth Fund
JRI
$349M
2
13
11
7.02%
1438
1438
First Trust Japan AlphaDEX Fund
FJP
$264M
2
8
6
43.1%
1439
1439
Citizens & Northern Corp
CZNC
$465M
2
10
8
31.8%
1440
1440
Oportun Financial
OPRT
$346M
2
9
7
168%
1441
1441
BlackRock Energy and Resources Trust
BGR
$426M
2
11
9
29.9%
1442
1442
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$460M
2
7
5
1.54%
1443
1443
Amprius Technologies
AMPX
$1.79B
2
12
10
1,003%
1444
1444
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$366M
2
9
7
2.28%
1445
DPG
1445
Duff & Phelps Utility and Infrastructure Fund
DPG
$527M
2
10
8
24.6%
1446
1446
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.57B
2
15
13
10.8%
1447
1447
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$723M
2
7
5
9.71%
1448
1448
Star Group
SGU
$417M
2
7
5
8.09%
1449
1449
Invesco Municipal Income Opportunities Trust
OIA
$289M
2
8
6
12.1%
1450
1450
John Hancock Multifactor Developed International ETF
JHMD
$987M
2
4
2
31.6%
1
56
57
58
59
60
74
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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