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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘24
NCA icon
1601
Nuveen California Municipal Value Fund
NCA
$304M
2 14 12 8.64%
COPP icon
1602
Sprott Copper Miners ETF
COPP
$292M
2 3 1 109%
GCT icon
1603
GigaCloud Technology
GCT
$1.84B
2 51 49 178%
TWO
1604
Two Harbors Investment
TWO
$1.26B
2 69 67 1.35%
TATT icon
1605
TAT Technologies
TATT
$491M
2 6 4 47%
LAC
1606
Lithium Americas
LAC
$1.18B
2 58 56 9.43%
PML
1607
PIMCO Municipal Income Fund II
PML
$496M
2 25 23 7.79%
IMRX icon
1608
Immuneering
IMRX
$311M
2 12 10 118%
WNEB icon
1609
Western New England Bancorp
WNEB
$281M
2 20 18 52.2%
HYZD icon
1610
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$260M
2 18 16 1.8%
BLCV icon
1611
BlackRock Large Cap Value ETF
BLCV
$348M
2 2 0 36.9%
SENEB
1612
Seneca Foods Class B
SENEB
$1.21B
2 4 2
SLVM icon
1613
Sylvamo
SLVM
$1.58B
2 120 118 49.7%
CAPL icon
1614
CrossAmerica Partners
CAPL
$856M
2 17 15 2%
PGY icon
1615
Pagaya Technologies
PGY
$1.77B
2 39 37 128%
XLSR icon
1616
State Street US Sector Rotation ETF
XLSR
$1.05B
2 42 40 24.4%
EVUS icon
1617
iShares ESG Aware MSCI USA Value ETF
EVUS
$379M
2 2 0 29.2%
LRGG
1618
Nomura Focused Large Growth ETF
LRGG
$303M
2 2 0 7.7%
TAFM icon
1619
AB Tax-Aware Intermediate Municipal ETF
TAFM
$722M
2 3 1 0.12%
DXUV
1620
Dimensional US Vector Equity ETF
DXUV
$567M
2 3 1 32.5%
PCEF icon
1621
Invesco CEF Income Composite ETF
PCEF
$817M
2 43 41 6.79%
ALOY
1622
REalloys Inc
ALOY
$870M
2 2 0 480%
BBEM icon
1623
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$844M
2 4 2 47.7%
JMSI icon
1624
JPMorgan Sustainable Municipal Income ETF
JMSI
$385M
2 16 14 0.86%
ARRY icon
1625
Array Technologies
ARRY
$824M
2 87 85 11.4%