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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
MUB icon
76
iShares National Muni Bond ETF
MUB
$47.4B
90 522 432 5.29%
COST icon
77
Costco
COST
$420B
90 1,233 1,143 75.9%
AVEM icon
78
Avantis Emerging Markets Equity ETF
AVEM
$28.4B
89 151 62 74.9%
VTEB icon
79
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.4B
89 391 302 5.77%
ESGD icon
80
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
88 254 166 40.5%
CB icon
81
Chubb
CB
$132B
87 616 529 77.2%
VGIT icon
82
Vanguard Intermediate-Term Treasury ETF
VGIT
$38.8B
86 246 160 3.34%
GOVT icon
83
iShares US Treasury Bond ETF
GOVT
$41.4B
84 294 210 4.45%
BSY icon
84
Bentley Systems
BSY
$10.6B
84 167 83 35.5%
QYLD icon
85
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.54B
83 162 79 5.3%
FIXD icon
86
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$2.88B
83 174 91 6.09%
DUHP icon
87
U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
$12.9B
83 113 30 60.7%
SPYM icon
88
State Street SPDR Portfolio S&P 500 ETF
SPYM
$177B
83 327 244 75.9%
IVV icon
89
iShares Core S&P 500 ETF
IVV
$899B
81 1,142 1,061 75.4%
AVDV icon
90
Avantis International Small Cap Value ETF
AVDV
$20.1B
81 130 49 88.5%
VEEV icon
91
Veeva Systems
VEEV
$47.9B
81 342 261 49.8%
IXUS icon
92
iShares Core MSCI Total International Stock ETF
IXUS
$58.7B
81 295 214 51.7%
EPD icon
93
Enterprise Products Partners
EPD
$77.9B
81 435 354 36.9%
DISV icon
94
Dimensional International Small Cap Value ETF
DISV
$5.08B
80 107 27 80.3%
HASI icon
95
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.69B
80 154 74 46%
ZTS icon
96
Zoetis
ZTS
$30.9B
80 656 576 56.6%
WMT icon
97
Walmart Inc
WMT
$883B
80 1,210 1,130 113%
DFAU icon
98
Dimensional US Core Equity Market ETF
DFAU
$13.1B
79 166 87 72.4%
EOG icon
99
EOG Resources
EOG
$77.7B
79 562 483 29.5%
AVDE icon
100
Avantis International Equity ETF
AVDE
$19.1B
79 137 58 56.4%
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