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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘13
PFL
551
PIMCO Income Strategy Fund
PFL
$388M
1 16 15 31%
PBT
552
Permian Basin Royalty Trust
PBT
$1.49B
1 19 18 149%
PBP icon
553
Invesco S&P 500 BuyWrite ETF
PBP
$362M
1 16 15 12.6%
SENEB
554
Seneca Foods Class B
SENEB
$1.13B
1 2 1 430%
KCE icon
555
State Street SPDR S&P Capital Markets ETF
KCE
$466M
1 7 6 227%
EWN icon
556
iShares MSCI Netherlands ETF
EWN
$713M
1 22 21 167%
TIPT icon
557
Tiptree Inc
TIPT
$675M
1 3 2 147%
FUNC icon
558
First United
FUNC
$289M
1 4 3 483%
BGR icon
559
BlackRock Energy and Resources Trust
BGR
$405M
1 21 20 34.5%
MYN icon
560
BlackRock MuniYield New York Quality Fund
MYN
$377M
1 9 8 18.5%
MUC icon
561
BlackRock MuniHoldings California Quality Fund
MUC
$1.01B
1 11 10 19%
MORT icon
562
VanEck Mortgage REIT Income ETF
MORT
$373M
1 10 9 55.4%
KWY
563
Kingsway Corp
KWY
$293M
1 2 1 163%
GCBC icon
564
Greene County Bancorp
GCBC
$589M
1 1 0 432%
GRPN icon
565
Groupon
GRPN
$1.02B
1 81 80 89.4%
CHW
566
Calamos Global Dynamic Income Fund
CHW
$545M
1 17 16 4.91%
CGW icon
567
Invesco S&P Global Water Index ETF
CGW
$1.08B
1 13 12 141%
JFR icon
568
Nuveen Floating Rate Income Fund
JFR
$1.25B
1 21 20 34.7%
HFWA icon
569
Heritage Financial
HFWA
$1.21B
1 27 26 72.5%
FRD icon
570
Friedman Industries
FRD
$317M
1 8 7 417%
FCT
571
First Trust Senior Floating Rate Income Fund II
FCT
$251M
1 13 12 33.3%
CWBC
572
Community West Bancshares
CWBC
$684M
1 5 4 124%
URG
573
Ur-Energy
URG
$556M
1 15 14 1.45%
SIZE icon
574
iShares MSCI USA Size Factor ETF
SIZE
$442M
1 2 1 220%
NOAH
575
Noah Holdings
NOAH
$603M
1 13 12 51.2%