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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
JEPI icon
1
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
369 515 146 2.6%
TSLA icon
2
Tesla
TSLA
$1.51T
329 1,290 961 46.2%
UNH icon
3
UnitedHealth
UNH
$340B
276 1,452 1,176 21.1%
XYL icon
4
Xylem
XYL
$24B
246 443 197 8.8%
SCHW
5
Charles Schwab
SCHW
$167B
242 801 559 70.6%
AMZN icon
6
Amazon
AMZN
$2.83T
235 1,946 1,711 101%
VEA icon
7
Vanguard FTSE Developed Markets ETF
VEA
$230B
234 923 689 52.3%
VXUS icon
8
Vanguard Total International Stock ETF
VXUS
$160B
224 478 254 51.2%
CVX icon
9
Chevron
CVX
$416B
219 1,485 1,266 34.7%
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$137B
188 763 575 3.43%
SCHD icon
11
Schwab US Dividend Equity ETF
SCHD
$110B
186 658 472 36.5%
VOO icon
12
Vanguard S&P 500 ETF
VOO
$1.06T
177 991 814 75.7%
TLT icon
13
iShares 20+ Year Treasury Bond ETF
TLT
$46.7B
173 404 231 24.2%
SPSM icon
14
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.8B
168 289 121 37.6%
EFG icon
15
iShares MSCI EAFE Growth ETF
EFG
$15.1B
167 381 214 26.1%
NEE icon
16
NextEra Energy
NEE
$161B
161 1,064 903 4.29%
VO icon
17
Vanguard Morningstar Mid-Cap ETF
VO
$106B
159 713 554 47.4%
BND icon
18
Vanguard Total Bond Market
BND
$159B
157 598 441 3.4%
IEFA icon
19
iShares Core MSCI EAFE ETF
IEFA
$190B
157 731 574 43%
FSCO
20
FS Credit Opportunities Corp
FSCO
$1.02B
157 174 17 5.68%
QUAL icon
21
iShares MSCI USA Quality Factor ETF
QUAL
$48.8B
151 449 298 68.4%
AVUV icon
22
Avantis US Small Cap Value ETF
AVUV
$30.9B
150 247 97 54.2%
DFAC icon
23
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
$49.4B
149 313 164 67%
ACN icon
24
Accenture
ACN
$128B
148 898 750 32.3%
IEMG icon
25
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
141 725 584 65.1%
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