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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
31 Dec ‘23
SPGP icon
76
Invesco S&P 500 GARP ETF
SPGP
$2.11B
92 147 55 26.5%
FANG icon
77
Diamondback Energy
FANG
$55.6B
92 414 322 28%
VT icon
78
Vanguard Total World Stock ETF
VT
$82.1B
91 342 251 53.9%
CPK icon
79
Chesapeake Utilities
CPK
$3.32B
91 141 50 24.5%
IBDT icon
80
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.14B
90 117 27 0.4%
ITOT icon
81
iShares Core S&P Total US Stock Market ETF
ITOT
$96.9B
90 454 364 59.4%
GOOGL icon
82
Alphabet (Google) Class A
GOOGL
$4.22T
90 1,771 1,681 147%
EPD icon
83
Enterprise Products Partners
EPD
$78B
89 452 363 37.1%
DUHP icon
84
U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
$13B
89 133 44 49.4%
DFSV icon
85
U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
$8.19B
89 135 46 32.5%
O icon
86
Realty Income
O
$53.1B
88 470 382 2.21%
DT icon
87
Dynatrace
DT
$17.8B
88 225 137 12.6%
SMCI icon
88
Super Micro Computer
SMCI
$21.7B
87 266 179 16.2%
V icon
89
Visa
V
$757B
86 1,529 1,443 54.9%
SPSM icon
90
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.9B
86 321 235 26.7%
XMHQ icon
91
Invesco S&P MidCap Quality ETF
XMHQ
$5.5B
85 109 24 29.9%
SCHB icon
92
Schwab US Broad Market ETF
SCHB
$44.8B
85 411 326 59.3%
JPC icon
93
Nuveen Preferred & Income Opportunities Fund
JPC
$2.56B
84 96 12 0.89%
CGUS icon
94
Capital Group Core Equity ETF
CGUS
$12.2B
84 105 21 59.2%
AVDV icon
95
Avantis International Small Cap Value ETF
AVDV
$20.2B
84 155 71 74%
VGLT icon
96
Vanguard Long-Term Treasury ETF
VGLT
$10.7B
83 159 76 16.5%
BSCR icon
97
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.55B
83 128 45 0.72%
IWY icon
98
iShares Russell Top 200 Growth ETF
IWY
$16.4B
82 183 101 65.5%
IBDS icon
99
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.99B
82 128 46 0.75%
VCIT icon
100
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.2B
80 414 334 2.72%
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