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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 ‘23
AVEM icon
76
Avantis Emerging Markets Equity ETF
AVEM
$28B
89 151 62 75.9%
MUB icon
77
iShares National Muni Bond ETF
MUB
$45.6B
88 521 433 1.22%
VTEB icon
78
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
87 390 303 1.41%
IJH icon
79
iShares Core S&P Mid-Cap ETF
IJH
$126B
86 816 730 46.4%
ESGD icon
80
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
86 253 167 47%
VGIT icon
81
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.5B
86 246 160 0.32%
CB icon
82
Chubb
CB
$133B
86 616 530 78.7%
IVV icon
83
iShares Core S&P 500 ETF
IVV
$893B
85 1,143 1,058 72.4%
BSY icon
84
Bentley Systems
BSY
$11.1B
84 167 83 32.5%
QYLD icon
85
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
83 162 79 2.03%
FIXD icon
86
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.22B
83 174 91 2.76%
SPYM
87
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
83 327 244 72.8%
GOVT icon
88
iShares US Treasury Bond ETF
GOVT
$44.4B
82 293 211 1.66%
DUHP icon
89
Dimensional US High Profitability ETF
DUHP
$12.7B
82 112 30 60%
EPD icon
90
Enterprise Products Partners
EPD
$84.1B
81 435 354 47.8%
VEEV icon
91
Veeva Systems
VEEV
$40B
81 342 261 24.6%
AVDV icon
92
Avantis International Small Cap Value ETF
AVDV
$20.3B
81 130 49 95.4%
ZTS icon
93
Zoetis
ZTS
$32.1B
80 656 576 54.9%
WMT icon
94
Walmart Inc
WMT
$832B
80 1,210 1,130 99.6%
HASI icon
95
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.09B
80 154 74 58.5%
DISV icon
96
Dimensional International Small Cap Value ETF
DISV
$5.26B
80 107 27 88.9%
EOG icon
97
EOG Resources
EOG
$77B
79 562 483 28.2%
AVDE icon
98
Avantis International Equity ETF
AVDE
$19.2B
79 137 58 64.4%
IXUS icon
99
iShares Core MSCI Total International Stock ETF
IXUS
$61B
79 294 215 56.7%
CGDV icon
100
Capital Group Dividend Value ETF
CGDV
$38.7B
78 104 26 85.7%
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