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Madison Asset Management Boosts JIRE Stake, Trims Others

Madison Asset Management LLC reshuffled several ETF positions in Q1, notably boosting its stake in JPMorgan International Research Enhanced Equity ETF by about 8% to 335,261 shares, while trimming holdings in iShares MSCI Emerging Markets Asia ETF, Madison Short Term Strategic Income ETF, and Madison Dividend Value ETF by roughly 6.3%, 11%, and 7.8% respectively. The moves were part of broader fund activity noted among multiple investors, including new positions and other percentage changes across the listed funds.

9 sources

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Stone Loft Wealth acquires Vanguard ETF stake

Stone Loft Wealth Management LLC disclosed new long positions across multiple ETFs in Q1: 24,757 shares of Vanguard S&P 500 ETF (VOO) valued at about $14.8 million as its 4th-largest holding, 13,338 shares of Schwab Government Money Market ETF (SGVT) around $1.34 million, 11,381 shares of Vanguard Dividend Appreciation ETF (VIG) about $2.45 million, and 21,630 shares of Vanguard Extended Market ETF (VXF) near $4.45 million, with each stake representing a notable portion of its portfolio. The moves accompany ongoing activity by other institutional investors in these funds, highlighting broad diversification into large-cap core, government money market, and diversified equity play ETFs.

25 sources

Rice Partnership Raises Eli Lilly Stake to 20,667 Shares, 2.6% of Portfolio

Rice Partnership LLC increased its Eli Lilly stake to 20,667 shares (~$19.0 million) and opened a new 7,783-share position in Cheniere Energy, while trimming its iShares MSCI Germany ETF holding to 618,221 shares (~$24.5 million) and adding a 31,967-share position in JPMorgan Municipal ETF (~$1.6 million) in the first quarter.

6 sources

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Maimon Wealth Buys 22,300 PYLD Shares

Maimon Wealth Management LTD expanded its holdings across multiple ETFs, adding 22,300 shares of PIMCO Multi Sector Bond Active ETF (PYLD) for about $581,000, and raising its Pimco Total Return ETF (BOND) position by purchasing 5,765 shares to total 48,865 shares. It also boosted its stake in iShares Short Duration Bond Active ETF (NEAR) by 10,470 shares to 163,160, underscoring a broader strategy of increasing exposure to fixed-income ETFs.

8 sources

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HORAN Wealth Expands Holdings USB NDSN NOC CINF

HORAN Wealth LLC lifted its stakes in U.S. Bancorp (73,608 shares, up 100.5%), Nordson (4,040 shares), Northrop Grumman (14,140 shares), and Cincinnati Financial (13,900 shares) in the first quarter, with holdings valued across these positions in the millions. The moves coincide with broader institutional activity and analysts adjusting targets or ratings on these companies.

10 sources

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Titan Global Cuts Stakes Across Tech Stocks

Titan Global Capital Management USA LLC trimmed several holdings in Q1: it cut ServiceNow by 51.1% to about 50,640 shares and reduced Ciena by 29.4% to about 118,312 shares, while simultaneously boosting its Micron Technology stake by 105.1% to 1,487 shares and lowering its iShares Bitcoin Trust ETF position by 4.5% to 592,761 shares.

5 sources

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Ridgepath Capital Expands ProShares ETF Positions Q1

Ridgepath Capital Management LLC expanded and diversified its ETF holdings in Q1, adding to ProShares Ultra S&P500 (SSO), ProShares UltraPro Short Russell 2000 (SRTY), JPMorgan Ultra-Short Income ETF (JPST), and ProShares UltraPro QQQ (TQQQ) while reducing its stake in ProShares UltraPro S&P 500 (UPRO). JPST emerged as Ridgepath’s largest position at about 23.6% of the portfolio, with notable increases across several funds and SSO and SRTY among meaningful but smaller additions.

8 sources

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Convergence Expands Stakes Across U.S. Stocks

Convergence Investment Partners LLC expanded its holdings in COR, CATY, LEA, and CI in the first quarter while trimming its position in GM, signaling broad and varied participation across healthcare, banking, auto parts, and consumer-discretionary sectors; the disclosed stake changes come with large associated position values. The firm’s activity is complemented by other institutional moves in these names, including notable insider transactions and ongoing ownership concentration by institutions.

7 sources

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Bulldog Investors LLP Expands Holdings In Five Stocks

In its first-quarter 13F filings, Bulldog Investors LLP added across multiple holdings: about 1.58 million shares of BNY Mellon Strategic Municipals (LEO) valued around $9.9 million, 67,060 shares of BTC Development Corp (BDCI) for roughly $670,000, 75,000 shares of Bitcoin Infrastructure Acquisition Corp Ltd (BIXI) about $744,000, and 176,130 shares of Duff & Phelps Utility and Infrastructure Fund (DPG) near $2.54 million.

9 sources

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Commerzbank FI boosts holdings across US stocks

Commerzbank Aktiengesellschaft FI boosted its holdings in five major U.S. names—Wells Fargo, ServiceNow, U.S. Bancorp, Bank of America, and BlackRock—with increases ranging from about 5% to over 230% and corresponding rises in share counts and reported values. The moves accompany notable insider transactions, including Bank of America executive Geoffrey S. Greener selling 126,756 shares and BlackRock CEO Laurence Fink divesting 33,900 shares, underscoring ongoing trading activity among top executives.

6 sources

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CVS Health Bond ETF Holdings Across Five Treasuries in Q1

CVS Health Corp disclosed new positions across five bond ETFs in Q1: IEI with 182,800 shares valued at about $21.68 million (roughly 10.2% of CVS’s portfolio), VCSH with 120,000 shares about $9.51 million (roughly 4.5%), TLT with 20,000 shares about $1.73 million (0.8%), VCIT with 60,000 shares about $4.97 million (2.3%), and IEF with 35,000 shares about $3.34 million (1.6%). These moves illustrate CVS’s diversification across short, intermediate, and long-duration Treasuries and corporate bond exposures.

18 sources

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DJE Kapital AG Sells 79,600 Iamgold Shares

DJE Kapital AG trimmed its mining stock holdings in Q1, cutting Iamgold by 30.6% to 180,200 shares worth $3.275 million, and reducing Newmont by 37.8% to 963,044 shares worth about $102.476 million, along with a 4.1% decline in Agnico Eagle Mines to 503,088 shares worth roughly $99.548 million. The moves accompany broader adjustments by other institutional investors and several brokerages issuing updated ratings or price targets on these companies.

10 sources

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Cutler Investment Counsel Alters ETF Stakes Across SPEM, BNDX, RPG, WAT in Q1

Cutler Investment Counsel LLC reshuffled its holdings across multiple ETFs and stocks in the first quarter, trimming its stake in SPDR Portfolio Emerging Markets ETF (SPEM) by 1.8% and reducing exposure to Invesco S&P 500 Pure Growth ETF (RPG) by 5.9%. At the same time, it boosted its position in Waters Corporation (WAT) with a 2,073-share purchase and increased its stake in Vanguard Total International Bond ETF (BNDX) by 42.6% to about 40,096 shares worth roughly $1.93 million.

7 sources

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Element Pointe Increases IHF Stake 9.6%

Element Pointe Advisors LLC boosted positions across multiple ETFs in the first quarter, including a 9.6% increase in iShares U.S. Healthcare Providers ETF (IHF), a 3.3% rise in iShares Core S&P 500 ETF (IVV) where it holds its largest stake, and a new 223,948-share investment in SPDR S&P Transportation ETF (XTN) valued around $20.8 million, while trimming its stake in iShares MSCI USA Quality Factor ETF (QUAL) by 7.3%. Other institutions also adjusted their holdings in these funds during the period.

9 sources

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Cassaday Boosts MGK Stake to 3.72M Shares

Cassaday & Co Wealth Management LLC made notable portfolio moves in Q1: it increased its stake in Vanguard Mega Cap Growth ETF (MGK) and boosted its position in iShares S&P Mid-Cap 400 Growth ETF (IJK), while sharply increasing holdings in iShares Bitcoin Trust ETF (IBIT) and trimming its position in iShares Russell 1000 Value ETF (IWD). The changes saw MGK rise to 3,719,368 shares, IJK at 212,240 shares, IBIT at 45,227 shares, and IWD reduced to 417,951 shares as part of ongoing portfolio adjustments across multiple ETFs.

6 sources

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Recently covered

Madison Asset Management Boosts JIRE Stake, Trims Others

Stone Loft Wealth acquires Vanguard ETF stake

Rice Partnership Raises Eli Lilly Stake to 20,667 Shares, 2.6% of Portfolio

Maimon Wealth Buys 22,300 PYLD Shares

HORAN Wealth Expands Holdings USB NDSN NOC CINF

Titan Global Cuts Stakes Across Tech Stocks

Ridgepath Capital Expands ProShares ETF Positions Q1

Convergence Expands Stakes Across U.S. Stocks

Bulldog Investors LLP Expands Holdings In Five Stocks

Commerzbank FI boosts holdings across US stocks

CVS Health Bond ETF Holdings Across Five Treasuries in Q1

DJE Kapital AG Sells 79,600 Iamgold Shares

Cutler Investment Counsel Alters ETF Stakes Across SPEM, BNDX, RPG, WAT in Q1

Element Pointe Increases IHF Stake 9.6%

Cassaday Boosts MGK Stake to 3.72M Shares