Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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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
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
Asset Type
Stocks
ETFs
Large Cap
Mega Cap
Over $200B
Large Cap
$10B to $200B
Mid Cap
$2B to $10B
Small Cap
$250M to $2B
Micro Cap
Under $250M
Sector
Communication Services
Consumer Discretionary
Consumer Staples
Energy
Financials
Healthcare
Industrials
Materials
Real Estate
Technology
Utilities
Industry
Communication Services
Advertising Agencies
Broadcasting
Electronic Gaming & Multimedia
Entertainment
Internet Content & Information
Publishing
Telecom Services
Consumer Discretionary
Apparel Manufacturing
Apparel Retail
Auto Manufacturers
Auto Parts
Auto & Truck Dealerships
Department Stores
Footwear & Accessories
Furnishings, Fixtures & Appliances
Gambling
Home Improvement Retail
Internet Retail
Leisure
Lodging
Luxury Goods
Packaging & Containers
Personal Services
Recreational Vehicles
Residential Construction
Resorts & Casinos
Restaurants
Specialty Retail
Textile Manufacturing
Travel Services
Consumer Staples
Beverages - Brewers
Beverages - Non-Alcoholic
Beverages - Wineries & Distilleries
Confectioners
Discount Stores
Education & Training Services
Farm Products
Food Distribution
Grocery Stores
Household & Personal Products
Packaged Foods
Tobacco
Energy
Oil & Gas Drilling
Oil & Gas Equipment & Services
Oil & Gas Exploration & Production
Oil & Gas Integrated
Oil & Gas Midstream
Oil & Gas Refining & Marketing
Thermal Coal
Uranium
Financials
Asset Management
Banks - Diversified
Banks - Regional
Capital Markets
Credit Services
Diversified Insurance
Financial Conglomerates
Financial Data & Stock Exchanges
Insurance Brokers
Life Insurance
Mortgage Finance
Property & Casualty Insurance
Reinsurance
Shell Companies
Specialty - Insurance
Healthcare
Biotechnology
Diagnostics & Research
Drug Manufacturers - General
Drug Manufacturers - Specialty & Generic
Healthcare Plans
Health Information Services
Medical Care Facilities
Medical Devices
Medical Distribution
Medical Instruments & Supplies
Pharmaceutical Retailers
Industrials
Aerospace & Defense
Airlines
Airports & Air Services
Building Products & Equipment
Business Equipment & Supplies
Conglomerates
Consulting Services
Electrical Equipment & Parts
Engineering & Construction
Farm & Heavy Construction Machinery
Industrial Distribution
Infrastructure Operations
Integrated Freight & Logistics
Marine Shipping
Metal Fabrication
Pollution & Treatment Controls
Railroads
Rental & Leasing Services
Security & Protection Services
Specialty Business Services
Specialty Industrial Machinery
Staffing & Employment Services
Tools & Accessories
Trucking
Waste Management
Materials
Agricultural Inputs
Aluminum
Building Materials
Chemicals
Coking Coal
Copper
Gold
Lumber & Wood Production
Other Industrial Metals & Mining
Other Precious Metals & Mining
Paper & Paper Products
Silver
Specialty Chemicals
Steel
Real Estate
Diversified REIT
Healthcare Facilities REIT
Hotel & Motel REIT
Industrial REIT
Mortgage REIT
Office REIT
Real Estate Development
Real Estate Diversified
Real Estate Services
Residential REIT
Retail REIT
Specialty REIT
Technology
Communication Equipment
Computer Hardware
Consumer Electronics
Electronic Components
Electronics & Computer Distribution
Information Technology Services
Scientific & Technical Instruments
Semiconductor Equipment & Materials
Semiconductors
Software - Application
Software - Infrastructure
Solar
Utilities
Diversified Utilities
Electric Utilities
Gas Utilities
Independent Power Producers
Renewable Electricity
Water Utilities
Min Funds
5
10
25
50
100
250
500
1,000
2,500
5,000
10,000
Max Funds
5
10
25
50
100
250
500
1,000
2,500
5,000
10,000
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Net increased
positions
Increased positions
Reduced positions
Return since
31 Dec ‘23
1
1
Energy Transfer Partners
ET
$70.9B
273
478
205
49.2%
2
2
Pacer US Cash Cows 100 ETF
COWZ
$18.7B
203
344
141
28.9%
3
3
Avantis US Small Cap Value ETF
AVUV
$30.9B
197
301
104
41.3%
4
4
JPMorgan Equity Premium Income ETF
JEPI
$45.6B
184
470
286
4.06%
5
5
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.4B
181
233
52
18.3%
6
6
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
179
605
426
37.7%
7
7
Vanguard Morningstar Mid-Cap ETF
VO
$108B
175
758
583
40.8%
8
8
iShares 20+ Year Treasury Bond ETF
TLT
$41.6B
173
448
275
16.4%
9
9
Vanguard Total Bond Market
BND
$158B
166
617
451
1.62%
10
10
iShares Core S&P Small-Cap ETF
IJR
$112B
163
964
801
36.9%
11
11
VanEck Morningstar Wide Moat ETF
MOAT
$12B
161
293
132
29.6%
12
12
Vanguard Morningstar Small-Cap ETF
VB
$81B
157
768
611
41.1%
13
13
Vanguard Total International Stock ETF
VXUS
$157B
156
466
310
48.3%
14
14
iShares MSCI USA Quality Factor ETF
QUAL
$47.1B
155
508
353
51%
15
SPYM
15
State Street SPDR Portfolio S&P 500 ETF
SPYM
$165B
155
413
258
60.4%
16
16
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
155
256
101
70.6%
17
17
iShares Russell 2000 ETF
IWM
$82B
153
835
682
48.3%
18
18
Newmont
NEM
$103B
150
466
316
136%
19
19
iShares Core US Aggregate Bond ETF
AGG
$138B
147
747
600
1.72%
20
20
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.8B
133
393
260
45.2%
21
DFAI
21
Dimensional International Core Equity Market ETF
DFAI
$17.6B
131
231
100
48.3%
22
22
Capital Group Dividend Value ETF
CGDV
$38.3B
129
160
31
69.2%
23
23
Invesco NASDAQ 100 ETF
QQQM
$101B
129
246
117
74%
24
24
McDonald's
MCD
$190B
128
1,270
1,142
9.72%
25
25
iShares US Technology ETF
IYW
$24.7B
128
361
233
103%
1
2
3
4
5
19
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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