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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘22
NCA icon
501
Nuveen California Municipal Value Fund
NCA
$304M
9 22 13 5.15%
JHML icon
502
John Hancock Multifactor Large Cap ETF
JHML
$1.19B
9 29 20 92.1%
GWX icon
503
State Street SPDR S&P International Small Cap ETF
GWX
$919M
9 83 74 58.9%
FCPI icon
504
Fidelity Stocks for Inflation ETF
FCPI
$282M
9 16 7 94%
HCKT icon
505
Hackett Group
HCKT
$285M
9 55 46 39.6%
WASH icon
506
Washington Trust Bancorp
WASH
$744M
9 51 42 19.4%
DJUN icon
507
FT Vest US Equity Deep Buffer ETF June
DJUN
$352M
9 12 3 58.5%
LUCK
508
Lucky Strike Entertainment
LUCK
$897M
8 24 16 37.9%
VFMV icon
509
Vanguard US Minimum Volatility ETF
VFMV
$444M
8 11 3 51.6%
TEQI icon
510
T. Rowe Price Equity Income ETF
TEQI
$470M
8 11 3 60.7%
SVOL icon
511
Simplify Volatility Premium ETF
SVOL
$534M
8 8 0 27.1%
RSPG icon
512
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$596M
8 46 38 77.9%
PHR icon
513
Phreesia
PHR
$758M
8 65 57 50.9%
OCGN icon
514
Ocugen
OCGN
$465M
8 41 33 39.6%
NRC icon
515
NRC Health Common Stock
NRC
$473M
8 45 37 44.1%
MNTK icon
516
Montauk Renewables
MNTK
$258M
8 18 10 82%
LDUR icon
517
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.38B
8 58 50 0.8%
INMD icon
518
InMode
INMD
$870M
8 99 91 32.4%
HROW icon
519
Harrow
HROW
$1.47B
8 28 20 441%
FXF icon
520
Invesco CurrencyShares Swiss Franc Trust
FXF
$397M
8 17 9 15.9%
EOLS icon
521
Evolus
EOLS
$551M
8 38 30 28.1%
DOLE icon
522
Dole
DOLE
$1.23B
8 27 19 53.2%
CERT icon
523
Certara
CERT
$1.24B
8 65 57 62.1%
BTBT icon
524
Bit Digital
BTBT
$471M
8 21 13 3.05%
ATEX icon
525
Anterix
ATEX
$1.81B
8 37 29 126%