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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘22
SHYG icon
26
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.59B
56 204 148 2.98%
MP icon
27
MP Materials
MP
$9.73B
55 164 109 125%
VOOV icon
28
Vanguard S&P 500 Value ETF
VOOV
$6.76B
55 110 55 62.9%
SPGP icon
29
Invesco S&P 500 GARP ETF
SPGP
$2.32B
54 79 25 55.1%
OBDC icon
30
Blue Owl Capital
OBDC
$5.7B
54 128 74 0%
ADC icon
31
Agree Realty
ADC
$9.22B
54 160 106 4.53%
SCHC icon
32
Schwab International Small-Cap Equity ETF
SCHC
$5.63B
54 150 96 60.6%
MAIN icon
33
Main Street Capital
MAIN
$5.44B
54 112 58 58.4%
CGXU icon
34
Capital Group International Focus Equity ETF
CGXU
$6.53B
53 60 7 66.7%
TFLO icon
35
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
52 100 48 0.3%
SPYD icon
36
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.68B
50 171 121 25.6%
SPHD icon
37
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
49 133 84 19.6%
DFSV
38
Dimensional US Small Cap Value ETF
DFSV
$8.37B
48 56 8 62.8%
FTSM icon
39
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
48 166 118 0.56%
RUN icon
40
Sunrun
RUN
$2.38B
47 178 131 58.9%
LAUR icon
41
Laureate Education
LAUR
$5.13B
46 80 34 287%
ENPH icon
42
Enphase Energy
ENPH
$5.41B
46 364 318 84.6%
PPA icon
43
Invesco Aerospace & Defense ETF
PPA
$8.72B
46 76 30 135%
AVTR icon
44
Avantor
AVTR
$9.29B
46 183 137 34.9%
FLYW icon
45
Flywire
FLYW
$2.11B
46 78 32 29%
DNP icon
46
DNP Select Income Fund
DNP
$4.09B
45 103 58 3.47%
AOA icon
47
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.27B
45 114 69 65.9%
ZETA icon
48
Zeta Global
ZETA
$6.91B
44 67 23 237%
BXSL icon
49
Blackstone Secured Lending
BXSL
$5.66B
44 68 24 8.77%
SGRY icon
50
Surgery Partners
SGRY
$2.09B
44 73 29 42.7%