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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
$46.5B
369 515 146 5.08%
TSLA icon
2
Tesla
TSLA
$1.38T
325 1,288 963 33.8%
UNH icon
3
UnitedHealth
UNH
$356B
275 1,452 1,177 17.5%
XYL icon
4
Xylem
XYL
$26.3B
245 442 197 0.17%
SCHW
5
Charles Schwab
SCHW
$194B
241 800 559 98.1%
AMZN icon
6
Amazon
AMZN
$2.82T
235 1,946 1,711 100%
VEA icon
7
Vanguard FTSE Developed Markets ETF
VEA
$240B
231 921 690 59.8%
VXUS icon
8
Vanguard Total International Stock ETF
VXUS
$165B
222 477 255 57.1%
CVX icon
9
Chevron
CVX
$392B
215 1,483 1,268 27%
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$139B
188 763 575 0.06%
SCHD icon
11
Schwab US Dividend Equity ETF
SCHD
$112B
184 657 473 45%
VOO icon
12
Vanguard S&P 500 ETF
VOO
$1.02T
174 990 816 72.9%
TLT icon
13
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
171 403 232 18.9%
SPSM icon
14
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
168 289 121 46.8%
EFG icon
15
iShares MSCI EAFE Growth ETF
EFG
$17.3B
167 381 214 32.3%
NEE icon
16
NextEra Energy
NEE
$176B
161 1,064 903 13.5%
VO icon
17
Vanguard Morningstar Mid-Cap ETF
VO
$109B
159 713 554 50.4%
FSCO
18
FS Credit Opportunities Corp
FSCO
$1.03B
157 174 17 6.74%
IEFA icon
19
iShares Core MSCI EAFE ETF
IEFA
$196B
156 730 574 50.2%
BND icon
20
Vanguard Total Bond Market
BND
$162B
154 596 442 0.03%
QUAL icon
21
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
151 449 298 66.1%
ACN icon
22
Accenture
ACN
$114B
149 899 750 39.4%
AVUV icon
23
Avantis US Small Cap Value ETF
AVUV
$31.2B
148 246 98 61.6%
DFAC icon
24
Dimensional US Core Equity 2 ETF
DFAC
$49.2B
146 311 165 67.7%
IEMG icon
25
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
139 724 585 66.1%
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