Directory
registered investment companies (mutual funds, ETFs)
| # | Fund Name | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 2021 | Diversified International Fund · Principal Funds, Inc | $1.3B | 107 | Jan 2026 |
| 2022 | Direxion Daily GOOGL Bull 2X Shares · Direxion Shares ETF Trust | $1.3B | 10 | Jan 2026 |
| 2023 | International Developed Markets Fund · Russell Investment Co | $1.3B | 574 | Jan 2026 |
| 2024 | Fidelity Small Cap Stock Fund · Fidelity Concord Street Trust | $1.3B | 147 | Jan 2026 |
| 2025 | Credit Suisse Strategic Income Fund · Credit Suisse Opportunity Funds | $1.3B | 616 | Jan 2026 |
| 2026 | Neuberger Next Generation Connectivity Fund Inc. | $1.3B | 138 | Jan 2026 |
| 2027 | ProShares Short S&P500 · ProShares Trust | $1.3B | 22 | Feb 2026 |
| 2028 | DFA Intermediate-Term Municipal Bond Portfolio · Dfa Investment Dimensions Group Inc | $1.3B | 676 | Jan 2026 |
| 2029 | Morgan Stanley Discovery Portfolio · Brighthouse Funds Trust I | $1.3B | 83 | Mar 2026 |
| 2030 | NYLI MacKay Short Term Muni Fund · New York Life Investments Funds Trust | $1.3B | 423 | Jan 2026 |
| 2031 | AZL Fidelity Institutional Asset Management Multi-Strategy Fund · Allianz Variable Insurance Products Trust | $1.3B | 1,656 | Mar 2026 |
| 2032 | Recurrent MLP & Energy Infrastructure Fund · Two Roads Shared Trust | $1.3B | 29 | Jan 2026 |
| 2033 | SmallCap S&P 600 Index Fund · Principal Funds, Inc | $1.3B | 609 | Jan 2026 |
| 2034 | Empower Real Estate Index Fund · Empower Funds, Inc. | $1.3B | 103 | Mar 2026 |
| 2035 | MFS Global Total Return Fund · MFS Series Trust VI | $1.3B | 912 | Jan 2026 |
| 2036 | PGIM Active High Yield Bond ETF · PGIM ETF Trust | $1.3B | 774 | Feb 2026 |
| 2037 | Victory Cornerstone Moderate Fund · Victory Portfolios III | $1.3B | 163 | Feb 2026 |
| 2038 | First Trust Dow Jones Global Select Dividend Index Fund · First Trust Exchange-Traded Fund II | $1.3B | 100 | Mar 2026 |
| 2039 | T. Rowe Price International Equity ETF · T. Rowe Price Exchange-Traded Funds, Inc. | $1.3B | 181 | Jan 2026 |
| 2040 | NVIT Loomis Short Term Bond Fund · Nationwide Variable Insurance Trust | $1.3B | 548 | Mar 2026 |