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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 ‘23
VZ icon
1
Verizon
VZ
$195B
420 1,435 1,015 20.5%
MDT icon
2
Medtronic
MDT
$110B
372 992 620 6.92%
JEPI icon
3
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
356 459 103 5.04%
SCHW
4
Charles Schwab
SCHW
$185B
334 795 461 103%
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$105B
315 702 387 38.8%
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
261 725 464 64.5%
USB icon
7
US Bancorp
USB
$100B
235 768 533 78.2%
SO icon
8
Southern Company
SO
$107B
230 773 543 34%
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$123B
222 906 684 48.6%
O icon
10
Realty Income
O
$58.7B
211 542 331 0.66%
COWZ icon
11
Pacer US Cash Cows 100 ETF
COWZ
$19.1B
210 300 90 45.2%
NOW icon
12
ServiceNow
NOW
$122B
202 632 430 27.1%
TFC icon
13
Truist Financial
TFC
$64.3B
193 661 468 54.4%
MBB icon
14
iShares MBS ETF
MBB
$39.1B
190 380 190 1.51%
PLD icon
15
Prologis
PLD
$130B
187 609 422 11.4%
UPS icon
16
United Parcel Service
UPS
$92.7B
185 978 793 43.8%
IUSB icon
17
iShares Core Universal USD Bond ETF
IUSB
$43.1B
174 291 117 1.28%
ACN icon
18
Accenture
ACN
$104B
173 889 716 40.4%
DOW icon
19
Dow Inc
DOW
$21.9B
170 657 487 44.7%
AMT icon
20
American Tower
AMT
$81.7B
168 754 586 14.2%
DUK icon
21
Duke Energy
DUK
$96.9B
156 796 640 28.8%
TLT icon
22
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
156 365 209 22.1%
MO icon
23
Altria Group
MO
$114B
155 811 656 52.6%
T icon
24
AT&T
T
$160B
147 1,080 933 21.5%
ET icon
25
Energy Transfer Partners
ET
$70B
144 380 236 63%
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