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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘20
KF
1701
Korea Fund
KF
$221M
5 7 2 32%
KAI icon
1702
Kadant
KAI
$3.64B
5 52 47 118%
IXC icon
1703
iShares Global Energy ETF
IXC
$2.75B
5 50 45 170%
INUV icon
1704
Inuvo
INUV
$16M
5 10 5 78.5%
INOD icon
1705
Innodata
INOD
$1.83B
5 10 5 959%
IFRA icon
1706
iShares US Infrastructure ETF
IFRA
$4.53B
5 9 4 103%
IBEX icon
1707
IBEX
IBEX
$490M
5 15 10 95.8%
HR icon
1708
Healthcare Realty
HR
$7.59B
5 126 121 20.4%
HAIL icon
1709
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$18.8M
5 7 2 34%
GSY icon
1710
Invesco Ultra Short Duration ETF
GSY
$3.86B
5 82 77 0.95%
LKFT
1711
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.83B
5 41 36 71.7%
FMN
1712
Federated Hermes Premier Municipal Income Fund
FMN
$87M
5 15 10 24.8%
FDIS icon
1713
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.64B
5 47 42 39%
ENSG icon
1714
The Ensign Group
ENSG
$10.7B
5 101 96 151%
EFNL icon
1715
iShares MSCI Finland ETF
EFNL
$239M
5 9 4 14.9%
ECPG icon
1716
Encore Capital Group
ECPG
$2.09B
5 75 70 150%
DJUL icon
1717
FT Vest US Equity Deep Buffer ETF July
DJUL
$429M
5 7 2 57.9%
CVV icon
1718
CVD Equipment Corp
CVV
$46.3M
5 5 0 83.7%
CTRE icon
1719
CareTrust REIT
CTRE
$10B
5 82 77 91.6%
CHMG icon
1720
Chemung Financial Corp
CHMG
$396M
5 20 15 142%
BTT icon
1721
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
5 33 28 12%
BSMT icon
1722
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$281M
5 5 0 12.5%
BSMQ icon
1723
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
5 7 2 9.08%
BNDW icon
1724
Vanguard Total World Bond ETF
BNDW
$1.89B
5 17 12 17.6%
BN icon
1725
Brookfield
BN
$102B
5 181 176 88.4%