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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘24
CCC
26
CCC Intelligent Solutions
CCC
$4.11B
76 135 59 41.7%
DFSD
27
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.16B
76 126 50 0.74%
VIGI icon
28
Vanguard International Dividend Appreciation ETF
VIGI
$9.28B
74 204 130 21.8%
CTRE icon
29
CareTrust REIT
CTRE
$9.55B
73 144 71 65.9%
BSCT icon
30
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
72 85 13 1.2%
FNDA icon
31
Schwab Fundamental US Small Company Index ETF
FNDA
$9.3B
72 162 90 32.9%
IBDV icon
32
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.29B
72 91 19 0.79%
TALO icon
33
Talos Energy
TALO
$2.6B
71 104 33 11.9%
TCAF icon
34
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.31B
70 90 20 41.8%
SPGP icon
35
Invesco S&P 500 GARP ETF
SPGP
$2.32B
70 153 83 20.3%
BLV icon
36
Vanguard Long-Term Bond ETF
BLV
$5.69B
68 170 102 9%
BSCU icon
37
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.68B
68 76 8 0.92%
JQUA icon
38
JPMorgan US Quality Factor ETF
JQUA
$8.57B
68 139 71 41.3%
OBDC icon
39
Blue Owl Capital
OBDC
$5.7B
67 160 93 24.9%
IBDW icon
40
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.54B
67 81 14 0.49%
EPR icon
41
EPR Properties
EPR
$4.63B
67 159 92 42.3%
DFIS icon
42
Dimensional International Small Cap ETF
DFIS
$5.86B
65 97 32 48%
QYLD icon
43
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
64 170 106 1.34%
EPI icon
44
WisdomTree India Earnings Fund ETF
EPI
$2.05B
61 107 46 0.34%
RDVI icon
45
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.69B
61 86 25 21.6%
SHYG icon
46
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.59B
60 218 158 1.03%
BOND icon
47
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.45B
60 182 122 1.58%
PAYC icon
48
Paycom
PAYC
$9.62B
59 270 211 7.26%
PATH icon
49
UiPath
PATH
$8.08B
59 204 145 31.2%
SRLN icon
50
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
59 215 156 4.04%