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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 ‘24
LMT icon
101
Lockheed Martin
LMT
$123B
135 1,066 931 9.61%
CGUS icon
102
Capital Group Core Equity ETF
CGUS
$12.2B
134 178 44 28.9%
IWD icon
103
iShares Russell 1000 Value ETF
IWD
$83.7B
132 613 481 38.3%
VOE icon
104
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
131 431 300 26.9%
DTE icon
105
DTE Energy
DTE
$26.7B
131 364 233 6.28%
SPHY icon
106
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.8B
129 216 87 4.01%
RDVY icon
107
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
128 295 167 34.8%
MO icon
108
Altria Group
MO
$123B
128 841 713 41.2%
JPST icon
109
JPMorgan Ultra-Short Income ETF
JPST
$42.4B
128 475 347 0.1%
FBTC icon
110
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.3B
128 198 70 12.3%
AVEM icon
111
Avantis Emerging Markets Equity ETF
AVEM
$27.3B
128 248 120 53.8%
DFSD icon
112
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.3B
127 174 47 0.15%
SYK icon
113
Stryker
SYK
$112B
126 845 719 18.6%
ORCL icon
114
Oracle
ORCL
$408B
126 1,293 1,167 19.3%
BSX icon
115
Boston Scientific
BSX
$64B
126 618 492 50.6%
AVDV icon
116
Avantis International Small Cap Value ETF
AVDV
$19.9B
126 207 81 64.9%
VYM icon
117
Vanguard High Dividend Yield ETF
VYM
$81.4B
125 694 569 25.4%
IBDU icon
118
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.95B
125 153 28 0.26%
IAU icon
119
iShares Gold Trust
IAU
$61.9B
125 505 380 58.5%
ESGD icon
120
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
124 281 157 35%
DFIV icon
121
Dimensional International Value ETF
DFIV
$21.8B
124 265 141 58.3%
BSCS icon
122
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.53B
124 169 45 0.4%
VGIT icon
123
Vanguard Intermediate-Term Treasury ETF
VGIT
$40B
122 343 221 1.6%
OHI icon
124
Omega Healthcare
OHI
$13.8B
122 281 159 20.3%
MTUM icon
125
iShares MSCI USA Momentum Factor ETF
MTUM
$19.1B
122 318 196 45.7%
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