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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘21
SRLN icon
1
State Street Blackstone Senior Loan ETF
SRLN
$5.6B
160 236 76 10.9%
ESML icon
2
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.8B
146 177 31 32.4%
UPST icon
3
Upstart Holdings
UPST
$2.44B
131 205 74 83.5%
KRG icon
4
Kite Realty
KRG
$5.14B
120 147 27 17.8%
RRX icon
5
Regal Rexnord
RRX
$9.95B
117 194 77 12.2%
MOS icon
6
The Mosaic Company
MOS
$8.13B
100 271 171 34.9%
SCHC icon
7
Schwab International Small-Cap Equity ETF
SCHC
$5.67B
100 168 68 23.4%
MPT
8
Medical Properties Trust
MPT
$2.2B
99 259 160 84.4%
FPE icon
9
First Trust Preferred Securities and Income ETF
FPE
$6.23B
98 192 94 13.8%
FTSL icon
10
First Trust Senior Loan Fund ETF
FTSL
$2.44B
97 158 61 6.18%
XLB icon
11
State Street Materials Select Sector SPDR ETF
XLB
$8.4B
95 313 218 12.1%
EAGG icon
12
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.02B
89 118 29 16.6%
SUSA icon
13
iShares ESG Optimized MSCI USA ETF
SUSA
$4.03B
88 179 91 46.2%
ARE icon
14
Alexandria Real Estate Equities
ARE
$9.64B
87 260 173 74.9%
INDB icon
15
Independent Bank
INDB
$3.92B
84 118 34 1.45%
PDI icon
16
PIMCO Dynamic Income Fund
PDI
$6.9B
84 97 13 43.6%
PATH icon
17
UiPath
PATH
$7.21B
81 135 54 67.9%
QYLD icon
18
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.42B
79 134 55 16.6%
XLRE icon
19
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.99B
79 228 149 16.9%
BXMT icon
20
Blackstone Mortgage Trust
BXMT
$2.27B
78 151 73 56.1%
ESTC icon
21
Elastic
ESTC
$9.26B
77 162 85 28.3%
JNK icon
22
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.8B
75 224 149 12.8%
PTON icon
23
Peloton Interactive
PTON
$2.14B
75 225 150 86.4%
APTV icon
24
Aptiv
APTV
$9.1B
74 312 238 73.4%
FVD icon
25
First Trust Value Line Dividend Fund
FVD
$7.91B
74 188 114 13.5%