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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 50.9%
F icon
2
Ford
F
$56.2B
329 797 468 25.9%
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$81.7B
279 648 369 72.3%
VTV icon
4
Vanguard Morningstar Value ETF
VTV
$189B
269 789 520 79.4%
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$112B
267 934 667 70.8%
TGT icon
6
Target
TGT
$67B
253 887 634 0.53%
BX icon
7
Blackstone
BX
$109B
250 736 486 62.3%
KMI icon
8
Kinder Morgan
KMI
$68.8B
243 627 384 85.6%
DUK icon
9
Duke Energy
DUK
$95.7B
238 802 564 32%
LMT icon
10
Lockheed Martin
LMT
$134B
237 969 732 50.7%
JEPI icon
11
JPMorgan Equity Premium Income ETF
JEPI
$45.6B
234 313 79 11.7%
VO icon
12
Vanguard Morningstar Mid-Cap ETF
VO
$108B
233 703 470 74.5%
APD icon
13
Air Products & Chemicals
APD
$64.9B
217 653 436 25.3%
UPS icon
14
United Parcel Service
UPS
$90.8B
214 961 747 33.9%
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$41.6B
214 643 429 33.2%
O icon
16
Realty Income
O
$58.3B
210 512 302 7.51%
MDT icon
17
Medtronic
MDT
$109B
207 914 707 5.66%
GILD icon
18
Gilead Sciences
GILD
$163B
205 741 536 113%
QCOM icon
19
Qualcomm
QCOM
$167B
201 1,038 837 41.1%
EPD icon
20
Enterprise Products Partners
EPD
$81.2B
201 478 277 57.8%
BLK icon
21
Blackrock
BLK
$176B
200 786 586 107%
ACN icon
22
Accenture
ACN
$99.4B
196 870 674 36.9%
VB icon
23
Vanguard Morningstar Small-Cap ETF
VB
$81.2B
195 703 508 76.5%
XLP icon
24
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
193 481 288 26.2%
SDY icon
25
State Street SPDR S&P Dividend ETF
SDY
$23.5B
183 437 254 39.1%
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