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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 Jun ‘22
XLV icon
51
State Street Health Care Select Sector SPDR ETF
XLV
$45.1B
166 628 462 35.4%
WPC icon
52
W.P. Carey
WPC
$16.3B
164 360 196 11.9%
KMI icon
53
Kinder Morgan
KMI
$71.7B
159 583 424 92.1%
LMT icon
54
Lockheed Martin
LMT
$131B
154 936 782 31.9%
XLU icon
55
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
151 453 302 24%
CCI icon
56
Crown Castle
CCI
$32.4B
150 594 444 54.8%
CRWD icon
57
CrowdStrike
CRWD
$191B
150 468 318 345%
PEP icon
58
PepsiCo
PEP
$194B
147 1,309 1,162 14.6%
VB icon
59
Vanguard Morningstar Small-Cap ETF
VB
$82.1B
146 696 550 72.4%
SO icon
60
Southern Company
SO
$104B
144 705 561 26.3%
IJS icon
61
iShares S&P Small-Cap 600 Value ETF
IJS
$8.29B
144 326 182 54.7%
PFE icon
62
Pfizer
PFE
$162B
142 1,404 1,262 45.9%
BRK.B icon
63
Berkshire Hathaway Class B
BRK.B
$1.08T
139 1,418 1,279 85.1%
TFC icon
64
Truist Financial
TFC
$62B
139 638 499 7.08%
STIP icon
65
iShares 0-5 Year TIPS Bond ETF
STIP
$16.1B
137 284 147 0.5%
TROW icon
66
T. Rowe Price
TROW
$23.9B
136 467 331 1.37%
U icon
67
Unity
U
$19.4B
136 237 101 20%
SCHW
68
Charles Schwab
SCHW
$189B
136 644 508 72.9%
DVY icon
69
iShares Select Dividend ETF
DVY
$24B
135 453 318 40.3%
ENB icon
70
Enbridge
ENB
$110B
134 493 359 19.3%
EFV icon
71
iShares MSCI EAFE Value ETF
EFV
$31.8B
134 345 211 89.6%
VIG icon
72
Vanguard Dividend Appreciation ETF
VIG
$114B
133 714 581 70.1%
IJR icon
73
iShares Core S&P Small-Cap ETF
IJR
$110B
132 901 769 58.6%
PSX icon
74
Phillips 66
PSX
$97.3B
132 595 463 197%
NOW icon
75
ServiceNow
NOW
$129B
131 594 463 31.4%
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