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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
$53.6B
339 629 290 4.73%
EMXC icon
2
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.4B
329 433 104 72.4%
JEPI icon
3
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
319 587 268 2.8%
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$43.4B
275 392 117 1.8%
NEE icon
5
NextEra Energy
NEE
$168B
260 1,127 867 25.9%
ZTS icon
6
Zoetis
ZTS
$29.5B
256 802 546 57.8%
NVO
7
Novo Nordisk
NVO
$191B
246 730 484 66.3%
COWZ icon
8
Pacer US Cash Cows 100 ETF
COWZ
$19.3B
226 401 175 18.7%
VXUS icon
9
Vanguard Total International Stock ETF
VXUS
$162B
221 539 318 42.4%
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$137B
219 831 612 2.02%
AVUV icon
11
Avantis US Small Cap Value ETF
AVUV
$30.7B
213 357 144 30.1%
MDT icon
12
Medtronic
MDT
$118B
209 938 729 5.71%
DOC icon
13
Healthpeak Properties
DOC
$14B
206 341 135 8.43%
BND icon
14
Vanguard Total Bond Market
BND
$161B
205 687 482 1.97%
SNOW icon
15
Snowflake
SNOW
$117B
203 496 293 106%
RSP icon
16
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
202 694 492 25.3%
JEPQ icon
17
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$43B
202 284 82 11.1%
SCHD icon
18
Schwab US Dividend Equity ETF
SCHD
$113B
193 732 539 25.3%
BNDX icon
19
Vanguard Total International Bond ETF
BNDX
$82.7B
190 433 243 4.35%
ET icon
20
Energy Transfer Partners
ET
$72.8B
185 446 261 34.4%
FBND icon
21
Fidelity Total Bond ETF
FBND
$28.1B
185 270 85 2.41%
IJR icon
22
iShares Core S&P Small-Cap ETF
IJR
$105B
184 1,053 869 25.7%
VCIT icon
23
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.8B
181 503 322 1.02%
VTEB icon
24
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
170 506 336 4.6%
DFAI
25
Dimensional International Core Equity Market ETF
DFAI
$17.9B
157 274 117 39.6%
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