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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 ‘24
O icon
1
Realty Income
O
$58.2B
337 628 291 15.4%
EMXC icon
2
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.2B
326 431 105 65.3%
JEPI icon
3
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
316 585 269 0.83%
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$43.1B
273 390 117 0.15%
ZTS icon
5
Zoetis
ZTS
$30.6B
256 801 545 56.8%
NEE icon
6
NextEra Energy
NEE
$178B
255 1,123 868 33.8%
NVO
7
Novo Nordisk
NVO
$200B
245 729 484 64.9%
COWZ icon
8
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
223 399 176 16.5%
VXUS icon
9
Vanguard Total International Stock ETF
VXUS
$159B
220 538 318 43.5%
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$138B
211 825 614 0.36%
AVUV icon
11
Avantis US Small Cap Value ETF
AVUV
$31.1B
211 356 145 36.3%
BND icon
12
Vanguard Total Bond Market
BND
$158B
204 686 482 0.33%
MDT icon
13
Medtronic
MDT
$109B
204 934 730 2.21%
DOC icon
14
Healthpeak Properties
DOC
$15B
204 340 136 16.1%
SNOW icon
15
Snowflake
SNOW
$110B
202 495 293 96.8%
JEPQ icon
16
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.7B
200 283 83 9.72%
RSP icon
17
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
198 690 492 29.5%
SCHD icon
18
Schwab US Dividend Equity ETF
SCHD
$104B
189 728 539 24.8%
BNDX icon
19
Vanguard Total International Bond ETF
BNDX
$82.3B
189 432 243 2.48%
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$112B
184 1,052 868 35%
ET icon
21
Energy Transfer Partners
ET
$70B
184 445 261 29.2%
FBND icon
22
Fidelity Total Bond ETF
FBND
$27.3B
183 269 86 0.68%
VCIT icon
23
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
177 500 323 1.17%
VTEB icon
24
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
170 505 335 1.86%
VB icon
25
Vanguard Morningstar Small-Cap ETF
VB
$81.7B
159 825 666 32.8%
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