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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 ‘24
CGDV icon
26
Capital Group Dividend Value ETF
CGDV
$38.9B
157 195 38 57.7%
DFAI
27
Dimensional International Core Equity Market ETF
DFAI
$18B
155 273 118 43.3%
MOAT icon
28
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
154 314 160 25.4%
VO icon
29
Vanguard Morningstar Mid-Cap ETF
VO
$109B
151 792 641 32.9%
MUB icon
30
iShares National Muni Bond ETF
MUB
$45.9B
145 602 457 1.53%
UPS icon
31
United Parcel Service
UPS
$89.5B
143 985 842 29.2%
MRVL icon
32
Marvell Technology
MRVL
$188B
143 442 299 196%
DFAC icon
33
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
143 351 208 44%
DFIC icon
34
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
143 202 59 46.5%
VGIT icon
35
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
135 320 185 0.36%
BIV icon
36
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
133 390 257 0.17%
PLD icon
37
Prologis
PLD
$131B
132 636 504 6.08%
PSA icon
38
Public Storage
PSA
$60.9B
130 462 332 12.4%
DHR icon
39
Danaher
DHR
$146B
129 908 779 16.8%
QQQM icon
40
Invesco NASDAQ 100 ETF
QQQM
$102B
127 282 155 62.3%
NOW icon
41
ServiceNow
NOW
$131B
126 764 638 17%
ELV icon
42
Elevance Health
ELV
$87B
124 671 547 22.7%
ALB icon
43
Albemarle
ALB
$15.5B
124 405 281 0.23%
SDVY icon
44
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
121 166 45 28.2%
TMUS icon
45
T-Mobile US
TMUS
$191B
120 575 455 9.18%
RIVN icon
46
Rivian
RIVN
$23.4B
119 278 159 47.5%
DFAS icon
47
Dimensional US Small Cap ETF
DFAS
$15.8B
119 282 163 34.2%
SNPS icon
48
Synopsys
SNPS
$77.9B
119 520 401 28.8%
JAAA icon
49
Janus Henderson AAA CLO ETF
JAAA
$29.8B
118 185 67 0.32%
SOFI icon
50
SoFi Technologies
SOFI
$23.5B
118 252 134 150%
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