Envestnet Asset Management Inc Incresed Positions in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
76.4K
+ 46.98%
$67.24 - $84.27 $5.14M - $6.44M
239K $16.3M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
20.5K
+ 33.39%
$178.65 - $194.73 $3.67M - $4M
82.1K $15.1M
PRGO
Perrigo CO PLC

Healthcare
102K
+ 26.77%
$23.5 - $29.47 $2.41M - $3.02M
485K $13.6M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
61.4K
+ 3.31%
$49.22 - $51.73 $3.02M - $3.18M
1.92M $96.8M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
59.1K
+ 142.6%
$61.91 - $66.79 $3.66M - $3.95M
101K $6.28M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
120K
+ 6.64%
$14.13 - $16.72 $1.69M - $2M
1.92M $29.7M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
59.4K
+ 103.66%
$47.66 - $57.45 $2.83M - $3.41M
117K $6.35M
EMHC
Spdr Bloomberg Emerging Market
142K
+ 49.96%
$23.72 - $24.56 $3.37M - $3.49M
426K $10.3M
DTE
Dte Energy CO

Utilities
5.68K
+ 3.62%
$117.6 - $138.27 $668K - $786K
163K $22.5M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
34.6K
+ 13.47%
$333.37 - $384.99 $11.5M - $13.3M
292K $97.5M
WD
Walker & Dunlop, Inc.

Financial Services
46.2K
+ 111.06%
$82.09 - $96.76 $3.79M - $4.47M
87.9K $7.5M
DFIS
Dimensional ETF Tr Dimensional

ETFs
51.9K
+ 3.15%
$23.92 - $26.89 $1.24M - $1.39M
1.7M $44M
PSLV
Sprott Physical Silver Trust

Financial Services
192K
+ 30.45%
$9.86 - $11.68 $1.89M - $2.24M
821K $9.52M
FSTA
Fidelity Covington Tr Msci Con

ETFs
62.5K
+ 54.45%
$48.3 - $52.85 $3.02M - $3.3M
177K $9.06M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
141K
+ 13.61%
$22.11 - $22.43 $3.11M - $3.16M
1.18M $26.3M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
125K
+ 5.3%
$25.05 - $25.16 $3.13M - $3.14M
2.48M $62.4M
CDW
Cdw Corp

Technology
35.7K
+ 20.81%
$160.26 - $206.13 $5.73M - $7.37M
208K $33.3M
THG
Hanover Insurance Group, Inc.

Financial Services
7.66K
+ 7.3%
$147.13 - $174.61 $1.13M - $1.34M
113K $19.6M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
57.1K
+ 63.82%
$60.05 - $72.21 $3.43M - $4.12M
147K $9.2M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
58
+ 0.02%
$60.74 - $73.87 $3.52K - $4.28K
343K $25.4M
PWZ
Invesco California Amt Free Mu

ETFs
183K
+ 14.7%
$23.68 - $24.72 $4.33M - $4.52M
1.43M $34M
IXN
Ishares Global Information Tec

ETFs
64.8K
+ 36.12%
$75.73 - $88.4 $4.91M - $5.73M
244K $18.5M
NTR
Nutrien Ltd.

Basic Materials
48.5K
+ 27.81%
$45.28 - $53.84 $2.19M - $2.61M
223K $11.1M
IQV
Iqvia Holdings Inc.

Healthcare
66.2K
+ 15.89%
$176.3 - $209.96 $11.7M - $13.9M
483K $85.1M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
93.8K
+ 22.99%
$43.95 - $48.5 $4.12M - $4.55M
502K $22.3M
SNA
Snap On Inc

Industrials
15.1K
+ 1.99%
$324.09 - $358.62 $4.89M - $5.41M
775K $261M
ESE
Esco Technologies Inc

Technology
7.56K
+ 9.82%
$128.92 - $169.65 $974K - $1.28M
84.5K $13.4M
RYAAY
Ryanair Holdings PLC

Industrials
87.5K
+ 19.94%
$41.54 - $50.08 $3.64M - $4.38M
527K $22.3M
REXR
Rexford Industrial Realty, Inc.

Real Estate
76.6K
+ 26.75%
$37.17 - $41.44 $2.85M - $3.17M
363K $14.2M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
109K
+ 4.95%
$23.9 - $24.18 $2.6M - $2.63M
2.31M $55.8M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
155K
+ 29.5%
$19.43 - $19.62 $3.01M - $3.04M
681K $13.3M
UHS
Universal Health Services Inc

Healthcare
13.4K
+ 20.02%
$163.99 - $193.27 $2.2M - $2.59M
80.4K $15.1M
VRIG
Invesco Actively Managed ETF F

ETFs
123K
+ 24.92%
$25.06 - $25.19 $3.09M - $3.11M
618K $15.5M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
23.9K
+ 26.33%
$120.07 - $144.17 $2.87M - $3.45M
115K $14.2M
PPC
Pilgrims Pride Corp

Consumer Defensive
48.8K
+ 117.33%
$44.52 - $55.93 $2.17M - $2.73M
90.3K $4.92M
AVA
Avista Corp

Utilities
34K
+ 11.46%
$35.2 - $41.87 $1.2M - $1.43M
331K $13.9M
BRBR
Bellring Brands, Inc.

Consumer Defensive
43.1K
+ 16.68%
$65.4 - $79.39 $2.82M - $3.42M
301K $22.4M
TWLO
Twilio Inc

Communication Services
35.1K
+ 74.75%
$94.9 - $148.35 $3.33M - $5.21M
82.1K $8.04M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
138K
+ 34.73%
$17.61 - $18.7 $2.44M - $2.59M
537K $10M
MOTI
Vaneck Morningstar Internation

ETFs
2.44K
+ 0.25%
$29.35 - $35.37 $71.5K - $86.2K
966K $32.2M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
61K
+ 11.9%
$40.79 - $42.32 $2.49M - $2.58M
573K $24.1M
OXY
Occidental Petroleum Corp

Energy
59.3K
+ 9.64%
$45.45 - $52.7 $2.7M - $3.13M
675K $33.3M
DBP
Invesco Db Precious Metals Fund

ETFs
35.9K
+ 116.36%
$61.03 - $71.45 $2.19M - $2.56M
66.7K $4.77M
PCEF
Invesco Cef Income Composite E

ETFs
193K
+ 7.93%
$18.8 - $19.89 $3.64M - $3.85M
2.63M $49.7M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
141K
+ 21.69%
$25.27 - $28.3 $3.56M - $3.99M
790K $20.5M
AVB
Avalonbay Communities Inc

Real Estate
18.3K
+ 9.27%
$207.86 - $228.08 $3.8M - $4.17M
215K $46.2M
VFH
Vanguard Financial ETF

ETFs
12K
+ 1.17%
$114.07 - $127.34 $1.37M - $1.52M
1.04M $124M
PINS
Pinterest, Inc.

Communication Services
52.6K
+ 8.51%
$29.79 - $40.0 $1.57M - $2.1M
670K $20.8M
ZTO
Zto Express (Cayman) Inc.

Industrials
137K
+ 31.14%
$17.93 - $21.76 $2.46M - $2.99M
578K $11.5M
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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