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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
$113B
344 643 299 52.1%
F icon
2
Ford
F
$52.7B
328 797 469 17.9%
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$80.8B
278 648 370 67.9%
VTV icon
4
Vanguard Morningstar Value ETF
VTV
$189B
270 790 520 79.2%
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$105B
264 933 669 59.3%
BX icon
6
Blackstone
BX
$93.8B
252 738 486 49.3%
TGT icon
7
Target
TGT
$71.9B
250 884 634 6.6%
KMI icon
8
Kinder Morgan
KMI
$70.9B
242 626 384 91.3%
DUK icon
9
Duke Energy
DUK
$91.6B
238 802 564 26.3%
LMT icon
10
Lockheed Martin
LMT
$123B
237 969 732 38.1%
JEPI icon
11
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
234 313 79 9.78%
VO icon
12
Vanguard Morningstar Mid-Cap ETF
VO
$105B
231 702 471 70.2%
UPS icon
13
United Parcel Service
UPS
$84.3B
218 964 746 38.7%
APD icon
14
Air Products & Chemicals
APD
$63.3B
218 653 435 22.1%
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$43.7B
213 643 430 39%
MDT icon
16
Medtronic
MDT
$118B
208 915 707 14.1%
GILD icon
17
Gilead Sciences
GILD
$186B
205 741 536 143%
O icon
18
Realty Income
O
$53.6B
205 508 303 2.65%
EPD icon
19
Enterprise Products Partners
EPD
$84B
204 480 276 63.5%
QCOM icon
20
Qualcomm
QCOM
$190B
204 1,040 836 57.3%
ACN icon
21
Accenture
ACN
$111B
198 871 673 29.5%
BLK icon
22
Blackrock
BLK
$166B
197 785 588 94.4%
VB icon
23
Vanguard Morningstar Small-Cap ETF
VB
$78.2B
195 704 509 69.5%
XLP icon
24
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14B
194 482 288 24.1%
SDY icon
25
State Street SPDR S&P Dividend ETF
SDY
$21B
185 438 253 35.2%
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