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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘23
KCE icon
601
State Street SPDR S&P Capital Markets ETF
KCE
$484M
8 21 13 95.6%
GLO
602
Clough Global Opportunities Fund
GLO
$257M
8 23 15 35.4%
AMPX icon
603
Amprius Technologies
AMPX
$1.74B
8 16 8 152%
TALK icon
604
Talkspace
TALK
$871M
8 21 13 169%
OVLY icon
605
Oak Valley Bancorp
OVLY
$286M
8 19 11 35.6%
TSHA icon
606
Taysha Gene Therapies
TSHA
$1.92B
8 14 6 89.9%
NXP icon
607
Nuveen Select Tax-Free Income Portfolio
NXP
$905M
8 26 18 7.97%
LGH icon
608
HCM Defender 500 Index ETF
LGH
$607M
8 16 8 80.4%
PTF icon
609
Invesco Dorsey Wright Technology Momentum ETF
PTF
$658M
8 25 17 151%
FCOR icon
610
Fidelity Corporate Bond ETF
FCOR
$353M
8 20 12 6.25%
UROY
611
Uranium Royalty Corp
UROY
$1.55B
8 13 5 41.5%
HNRG icon
612
Hallador Energy
HNRG
$731M
8 28 20 7.56%
TBI
613
Trueblue
TBI
$308M
8 58 50 30.9%
HLF icon
614
Herbalife
HLF
$1.28B
8 76 68 13%
BCSF icon
615
Bain Capital Specialty
BCSF
$821M
8 44 36 17.4%
PFLD icon
616
AAM Low Duration Preferred and Income Securities ETF
PFLD
$409M
7 19 12 6.01%
PDN icon
617
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$368M
7 32 25 60.5%
OBIL icon
618
US Treasury 12 Month Bill ETF
OBIL
$307M
7 11 4 0.38%
VKI icon
619
Invesco Advantage Municipal Income Trust II
VKI
$403M
7 21 14 22.5%
IBHI icon
620
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$499M
7 7 0 7.06%
GRPM icon
621
Invesco S&P MidCap 400 GARP ETF
GRPM
$511M
7 21 14 64.9%
FTQI icon
622
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$945M
7 13 6 18.4%
FEM icon
623
First Trust Emerging Markets AlphaDEX Fund
FEM
$788M
7 46 39 54.7%
TSBK icon
624
Timberland Bancorp
TSBK
$360M
7 24 17 70.8%
CNMD icon
625
CONMED
CNMD
$1.49B
7 97 90 50.6%