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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 Jun ‘23
JEPI icon
1
JPMorgan Equity Premium Income ETF
JEPI
$45B
369 515 146 1.08%
XYL icon
2
Xylem
XYL
$25B
246 443 197 4.75%
SCHW
3
Charles Schwab
SCHW
$182B
242 801 559 85.5%
VXUS icon
4
Vanguard Total International Stock ETF
VXUS
$161B
224 478 254 52.3%
AGG icon
5
iShares Core US Aggregate Bond ETF
AGG
$137B
189 764 575 2.18%
SCHD icon
6
Schwab US Dividend Equity ETF
SCHD
$110B
185 658 473 39.8%
TLT icon
7
iShares 20+ Year Treasury Bond ETF
TLT
$46.5B
173 404 231 21.4%
SPSM icon
8
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16B
168 289 121 40.1%
EFG icon
9
iShares MSCI EAFE Growth ETF
EFG
$16.3B
167 381 214 25.2%
NEE icon
10
NextEra Energy
NEE
$168B
160 1,064 904 8.32%
VO icon
11
Vanguard Morningstar Mid-Cap ETF
VO
$104B
159 713 554 44.5%
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$192B
157 731 574 45.1%
BND icon
13
Vanguard Total Bond Market
BND
$161B
156 597 441 2.17%
QUAL icon
14
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
151 449 298 61.2%
AVUV icon
15
Avantis US Small Cap Value ETF
AVUV
$30.9B
150 247 97 58.1%
ACN icon
16
Accenture
ACN
$116B
149 899 750 38.5%
DFAC icon
17
Dimensional US Core Equity 2 ETF
DFAC
$48.2B
148 312 164 63.8%
IEMG icon
18
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
141 725 584 62.5%
DFAI
19
Dimensional International Core Equity Market ETF
DFAI
$17.9B
139 223 84 54.3%
DFAS icon
20
Dimensional US Small Cap ETF
DFAS
$15.1B
137 242 105 44.7%
COWZ icon
21
Pacer US Cash Cows 100 ETF
COWZ
$19.5B
136 282 146 45.3%
ET icon
22
Energy Transfer Partners
ET
$72.7B
134 378 244 66.2%
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$106B
134 941 807 39.9%
KHC icon
24
The Kraft Heinz Company
KHC
$29.3B
133 493 360 30.3%
MDT icon
25
Medtronic
MDT
$118B
128 896 768 5.11%
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