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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘24
OPPJ
1651
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$285M
1 10 9 68%
AVBH
1652
Avidbank Holdings
AVBH
$359M
1 1 0
GDE icon
1653
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$478M
1 3 2 81.5%
SELV icon
1654
SEI QiM U.S. Large Cap Low Volatility Active ETF
SELV
$260M
1 8 7 19.4%
CMPS
1655
Compass Pathways
CMPS
$1.81B
1 28 27 254%
LRND icon
1656
IQ US Large Cap R&D Leaders ETF
LRND
$418M
1 1 0 37.5%
HYTR icon
1657
CP High Yield Trend ETF
HYTR
$292M
1 3 2 1.75%
FLDB icon
1658
Fidelity Low Duration Bond ETF
FLDB
$417M
1 2 1 0.08%
NBB icon
1659
Nuveen Taxable Municipal Income Fund
NBB
$454M
1 22 21 3.14%
NEWP
1660
New Pacific Metals
NEWP
$1.2B
1 14 13 452%
OCGN icon
1661
Ocugen
OCGN
$465M
1 30 29 70.2%
IGHG icon
1662
ProShares Investment Grade-Interest Rate Hedged
IGHG
$329M
1 18 17 0.42%
QSPT icon
1663
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$641M
1 19 18 27.7%
ACV
1664
Virtus Diversified Income & Convertible Fund
ACV
$285M
1 10 9 24.7%
PGF icon
1665
Invesco Financial Preferred ETF
PGF
$668M
1 52 51 7.15%
NPK icon
1666
National Presto Industries
NPK
$991M
1 51 50 40.4%
FPH icon
1667
Five Point Holdings
FPH
$378M
1 20 19 39.2%
ZTR
1668
Virtus Total Return Fund
ZTR
$338M
1 23 22 15.5%
MLP icon
1669
Maui Land & Pineapple Co
MLP
$319M
1 17 16 27%
MTLS
1670
Materialise
MTLS
$398M
1 20 19 2.41%
CRAI icon
1671
CRA International
CRAI
$1.06B
1 65 64 9.87%
IMCB icon
1672
iShares Morningstar Mid-Cap ETF
IMCB
$1.71B
1 56 55 31.3%
QDTE icon
1673
Roundhill N-100 0DTE Covered Call Strategy ETF
QDTE
$954M
1 7 6 26.2%
HAP icon
1674
VanEck Natural Resources ETF
HAP
$310M
1 17 16 61.6%
NUGT icon
1675
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.21B
1 12 11 360%