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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
30 Sep ‘24
DFEM icon
1
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.93B
162 222 60 35.4%
BSCR icon
2
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
142 181 39 0.56%
IBDS icon
3
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
139 186 47 0.94%
DFSV
4
Dimensional US Small Cap Value ETF
DFSV
$8.3B
133 195 62 30.3%
IBDT icon
5
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.05B
132 174 42 1.65%
XMHQ icon
6
Invesco S&P MidCap Quality ETF
XMHQ
$5.52B
127 194 67 13.3%
IBDR icon
7
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.39B
122 184 62 0.54%
DFAE icon
8
Dimensional Emerging Core Equity Market ETF
DFAE
$9.38B
118 247 129 38.1%
BSCS icon
9
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.57B
116 152 36 1.07%
CGCP icon
10
Capital Group Core Plus Income ETF
CGCP
$8.4B
116 139 23 5.06%
IBDU icon
11
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.04B
116 135 19 2.17%
EAGG icon
12
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
116 201 85 4.16%
JMUB icon
13
JPMorgan Municipal ETF
JMUB
$8.42B
115 165 50 3.16%
TCAF icon
14
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.15B
110 142 32 26.7%
BSCQ icon
15
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.64B
105 180 75 0.1%
IBDV icon
16
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.27B
104 122 18 2.71%
CGXU icon
17
Capital Group International Focus Equity ETF
CGXU
$6.28B
104 147 43 25%
HELO icon
18
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.66B
99 116 17 12.9%
DISV icon
19
Dimensional International Small Cap Value ETF
DISV
$4.98B
99 155 56 46.6%
STWD icon
20
Starwood Property Trust
STWD
$5.92B
98 216 118 21.6%
OWL icon
21
Blue Owl Capital
OWL
$7.54B
97 191 94 42.4%
MAIN icon
22
Main Street Capital
MAIN
$5.18B
93 158 65 11.2%
BSCT icon
23
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.91B
92 112 20 1.65%
CGMS icon
24
Capital Group US Multi-Sector Income ETF
CGMS
$5.32B
92 104 12 2.77%
SPAB icon
25
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.74B
92 239 147 4.09%
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