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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 Sep ‘22
SCHD icon
1
Schwab US Dividend Equity ETF
SCHD
$104B
343 641 298 51.8%
F icon
2
Ford
F
$56.5B
329 797 468 26.4%
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$82.3B
279 648 369 73.5%
VTV icon
4
Vanguard Morningstar Value ETF
VTV
$190B
269 789 520 80.6%
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$113B
267 934 667 71.9%
TGT icon
6
Target
TGT
$67.9B
253 887 634 0.71%
BX icon
7
Blackstone
BX
$109B
250 736 486 63.3%
KMI icon
8
Kinder Morgan
KMI
$69.6B
243 627 384 87.9%
DUK icon
9
Duke Energy
DUK
$96.6B
238 802 564 33.3%
LMT icon
10
Lockheed Martin
LMT
$135B
237 969 732 51.5%
JEPI icon
11
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
234 313 79 11.9%
VO icon
12
Vanguard Morningstar Mid-Cap ETF
VO
$109B
233 703 470 75.8%
APD icon
13
Air Products & Chemicals
APD
$65.7B
217 653 436 26.8%
XLV icon
14
State Street Health Care Select Sector SPDR ETF
XLV
$41.6B
214 643 429 33.4%
UPS icon
15
United Parcel Service
UPS
$92B
214 961 747 33%
O icon
16
Realty Income
O
$58.7B
210 512 302 8.23%
MDT icon
17
Medtronic
MDT
$110B
207 914 707 6.2%
GILD icon
18
Gilead Sciences
GILD
$162B
205 741 536 112%
EPD icon
19
Enterprise Products Partners
EPD
$81.9B
201 478 277 59.2%
QCOM icon
20
Qualcomm
QCOM
$170B
201 1,038 837 43.3%
BLK icon
21
Blackrock
BLK
$176B
200 786 586 106%
ACN icon
22
Accenture
ACN
$101B
196 870 674 35.6%
VB icon
23
Vanguard Morningstar Small-Cap ETF
VB
$81.9B
195 703 508 77.9%
XLP icon
24
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
193 481 288 26.9%
SDY icon
25
State Street SPDR S&P Dividend ETF
SDY
$23.7B
183 437 254 40.2%
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