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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘24
JAVA icon
151
JPMorgan Active Value ETF
JAVA
$7.2B
33 68 35 40%
HELO icon
152
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.73B
33 39 6 24.8%
IMCG icon
153
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.14B
33 121 88 40.9%
KRC icon
154
Kilroy Realty
KRC
$4.31B
33 128 95 1.81%
MIDD icon
155
Middleby
MIDD
$5.68B
33 141 108 21.9%
KVYO icon
156
Klaviyo
KVYO
$5.25B
32 50 18 27.7%
CRUS icon
157
Cirrus Logic
CRUS
$6.24B
32 146 114 34.6%
VPU
158
Vanguard Utilities ETF
VPU
$8.36B
32 178 146 31.3%
OPCH icon
159
Option Care Health
OPCH
$3.67B
32 147 115 27%
GSIE icon
160
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.15B
32 107 75 40.4%
CGSD icon
161
Capital Group Short Duration Income ETF
CGSD
$2.44B
32 43 11 1.1%
BTU icon
162
Peabody Energy
BTU
$2.99B
32 116 84 1.07%
CAE icon
163
CAE Inc. Common Shares
CAE
$8.82B
32 90 58 32.8%
IHDG icon
164
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.26B
32 100 68 17.7%
VOOV icon
165
Vanguard S&P 500 Value ETF
VOOV
$6.77B
31 124 93 26.6%
MMS icon
166
Maximus
MMS
$2.85B
31 133 102 35.2%
HTRB icon
167
Hartford Total Return Bond ETF
HTRB
$2.22B
31 56 25 1.42%
ETY icon
168
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.34B
31 73 42 9.88%
ADMA icon
169
ADMA Biologics
ADMA
$2.22B
31 85 54 50.5%
ACI icon
170
Albertsons Companies
ACI
$6.01B
31 168 137 42.3%
CSTM icon
171
Constellium
CSTM
$4.09B
31 84 53 36.4%
MUNI icon
172
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
31 109 78 1.14%
BRZE icon
173
Braze
BRZE
$3.31B
31 91 60 33.7%
IPGP icon
174
IPG Photonics
IPGP
$3.65B
31 125 94 5.33%
EWTX icon
175
Edgewise Therapeutics
EWTX
$4.89B
30 59 29 147%