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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘24
BLV icon
51
Vanguard Long-Term Bond ETF
BLV
$5.69B
71 175 104 12.4%
PDI icon
52
PIMCO Dynamic Income Fund
PDI
$7.45B
69 136 67 20.3%
EBC icon
53
Eastern Bankshares
EBC
$5.24B
69 106 37 40%
IFRA icon
54
iShares US Infrastructure ETF
IFRA
$4.58B
67 201 134 29.4%
PPA icon
55
Invesco Aerospace & Defense ETF
PPA
$8.72B
66 152 86 60.1%
JGRO icon
56
JPMorgan Active Growth ETF
JGRO
$9.96B
66 102 36 24.4%
XMMO icon
57
Invesco S&P MidCap Momentum ETF
XMMO
$7.52B
66 116 50 33.9%
KNG icon
58
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.47B
66 142 76 4.72%
CCC
59
CCC Intelligent Solutions
CCC
$4.11B
66 145 79 36.9%
VSGX icon
60
Vanguard ESG International Stock ETF
VSGX
$6.73B
65 149 84 34%
CTRE icon
61
CareTrust REIT
CTRE
$9.55B
64 156 92 31%
ELF icon
62
e.l.f. Beauty
ELF
$5.62B
64 219 155 12.6%
IDYA icon
63
IDEAYA Biosciences
IDYA
$3.54B
63 108 45 16%
BXSL icon
64
Blackstone Secured Lending
BXSL
$5.66B
61 143 82 17%
MORN icon
65
Morningstar
MORN
$7.54B
60 165 105 37%
EPI icon
66
WisdomTree India Earnings Fund ETF
EPI
$2.05B
60 138 78 14%
TFX icon
67
Teleflex
TFX
$5.89B
60 213 153 46.2%
VIGI icon
68
Vanguard International Dividend Appreciation ETF
VIGI
$9.28B
60 198 138 12.5%
BBUS icon
69
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.22B
59 76 17 34.6%
DFGR icon
70
Dimensional Global Real Estate ETF
DFGR
$3.8B
58 109 51 1.35%
JAVA icon
71
JPMorgan Active Value ETF
JAVA
$7.19B
58 92 34 30.6%
SOUN icon
72
SoundHound AI
SOUN
$3.25B
58 114 56 60.1%
CMF icon
73
iShares California Muni Bond ETF
CMF
$4.62B
58 123 65 2.27%
SHC icon
74
Sotera Health
SHC
$5.41B
57 102 45 13.6%
JMST icon
75
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.14B
57 191 134 0.14%