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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘14
LADR
551
Ladder Capital
LADR
$1.22B
2 23 21 36.5%
IMCB icon
552
iShares Morningstar Mid-Cap ETF
IMCB
$1.7B
2 12 10 186%
IIM icon
553
Invesco Value Municipal Income Trust
IIM
$598M
2 19 17 16.3%
AMSC icon
554
American Superconductor
AMSC
$1.58B
2 21 19 131%
MCI
555
Barings Corporate Investors
MCI
$342M
2 10 8 8.4%
MCS icon
556
Marcus Corp
MCS
$917M
2 44 42 88.3%
XIFR
557
XPLR Infrastructure LP
XIFR
$1.07B
2 4 2 67.2%
HYLS icon
558
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
2 14 12 19.6%
IWC icon
559
iShares Micro-Cap ETF
IWC
$1.5B
2 45 43 186%
CLFD icon
560
Clearfield
CLFD
$378M
2 17 15 118%
SPXX icon
561
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$345M
2 12 10 36.4%
SPHB icon
562
Invesco S&P 500 High Beta ETF
SPHB
$932M
2 15 13 345%
NAK
563
Northern Dynasty Minerals
NAK
$958M
2 13 11 213%
ASA
564
ASA Gold and Precious Metals
ASA
$1.09B
2 11 9 392%
OSBC icon
565
Old Second Bancorp
OSBC
$1.3B
2 14 12 430%
HYZD icon
566
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$260M
1 2 1 7.75%
ULH icon
567
Universal Logistics Holdings
ULH
$527M
1 23 22 17.5%
MTLS
568
Materialise
MTLS
$398M
1 2 1 38.8%
MPB icon
569
Mid Penn Bancorp
MPB
$946M
1 1 0 143%
WASH icon
570
Washington Trust Bancorp
WASH
$737M
1 32 31 17.1%
SPGM icon
571
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
1 2 1 175%
SHYD icon
572
VanEck Short High Yield Muni ETF
SHYD
$455M
1 6 5 10.4%
SCHL icon
573
Scholastic
SCHL
$796M
1 50 49 30.5%
PFM icon
574
Invesco Dividend Achievers ETF
PFM
$809M
1 16 15 177%
PALI icon
575
Palisade Bio
PALI
$358M
1 1 0 100%