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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘20
FUNC icon
426
First United
FUNC
$295M
8 19 11 195%
FREL icon
427
Fidelity MSCI Real Estate Index ETF
FREL
$1.46B
8 53 45 15.8%
NUDM icon
428
Nuveen ESG International Developed Markets Equity ETF
NUDM
$728M
8 18 10 42.3%
HPS
429
John Hancock Preferred Income Fund III
HPS
$463M
8 20 12 16.8%
FISR icon
430
State Street Fixed Income Sector Rotation ETF
FISR
$495M
7 12 5 21.4%
BYLD icon
431
iShares Yield Optimized Bond ETF
BYLD
$442M
7 22 15 13.6%
POCT icon
432
Innovator US Equity Power Buffer ETF October
POCT
$973M
7 21 14 69.8%
CBIO
433
Crescent Biopharma
CBIO
$613M
7 29 22 95.6%
QDEF icon
434
FlexShares Quality Dividend Defensive Index Fund
QDEF
$562M
7 27 20 90.6%
VTWV icon
435
Vanguard Russell 2000 Value ETF
VTWV
$1.36B
7 27 20 71.7%
VSDA icon
436
VictoryShares Dividend Accelerator ETF
VSDA
$251M
7 14 7 52.8%
PRCH icon
437
Porch Group
PRCH
$1.81B
7 15 8 11.9%
ABTC
438
American Bitcoin Corp
ABTC
$511M
7 7 0 100%
AMTB icon
439
Amerant Bancorp
AMTB
$1.14B
7 20 13 90.7%
LOCO icon
440
El Pollo Loco
LOCO
$461M
7 45 38 16.4%
SCHJ icon
441
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$848M
7 9 2 4.55%
JHML icon
442
John Hancock Multifactor Large Cap ETF
JHML
$1.2B
7 23 16 93.8%
FLQM icon
443
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.56B
7 9 2 60.6%
GEVO icon
444
Gevo
GEVO
$388M
7 13 6 63.1%
CTEV
445
Claritev Corp
CTEV
$600M
7 23 16 88.9%
CMCL icon
446
Caledonia Mining Corp
CMCL
$450M
7 20 13 46.7%
ACTG icon
447
Acacia Research
ACTG
$449M
7 33 26 16.8%
NUEM icon
448
Nuveen ESG Emerging Markets Equity ETF
NUEM
$397M
7 16 9 25%
FLV icon
449
American Century Focused Large Cap Value ETF
FLV
$375M
7 7 0 60.4%
BSMS icon
450
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$316M
7 7 0 10.5%