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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
SIRI icon
1
SiriusXM
SIRI
$9.21B
182 229 47 15.5%
DFEM icon
2
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.58B
162 222 60 42.6%
BSCR icon
3
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
142 181 39 0.56%
IBDS icon
4
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.93B
139 186 47 0.98%
IBDT icon
5
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.08B
133 175 42 2.08%
DFSV
6
Dimensional US Small Cap Value ETF
DFSV
$8.19B
133 195 62 26.4%
XMHQ icon
7
Invesco S&P MidCap Quality ETF
XMHQ
$5.44B
127 194 67 11.5%
IBDR icon
8
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.25B
122 184 62 0.37%
JMUB icon
9
JPMorgan Municipal ETF
JMUB
$8.44B
117 166 49 5.36%
EAGG icon
10
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.01B
116 201 85 5.45%
CGCP icon
11
Capital Group Core Plus Income ETF
CGCP
$8.54B
116 139 23 6.44%
IBDU icon
12
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.93B
116 135 19 3.11%
BSCS icon
13
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.51B
116 152 36 1.56%
TCAF icon
14
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.69B
112 143 31 27.1%
BSCQ icon
15
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.36B
105 180 75 0%
IBDV icon
16
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.27B
104 122 18 3.92%
CGXU icon
17
Capital Group International Focus Equity ETF
CGXU
$6.8B
102 146 44 28.8%
HELO icon
18
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.76B
101 117 16 13%
STWD icon
19
Starwood Property Trust
STWD
$5.53B
100 217 117 26.7%
DISV icon
20
Dimensional International Small Cap Value ETF
DISV
$5.21B
99 155 56 51.4%
OWL icon
21
Blue Owl Capital
OWL
$6.73B
96 191 95 49.2%
MAIN icon
22
Main Street Capital
MAIN
$5.25B
93 158 65 12.1%
SPAB icon
23
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.97B
92 239 147 5.39%
BSCT icon
24
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.91B
92 112 20 2.45%
CGMS icon
25
Capital Group US Multi-Sector Income ETF
CGMS
$5.39B
92 104 12 3.66%
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