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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘22
HGLB
1701
Highland Global Allocation Fund
HGLB
$176M
7 16 9 20.9%
HFXI icon
1702
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.89B
7 14 7 75.2%
HDEF icon
1703
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.26B
7 23 16 50.1%
FUMB icon
1704
First Trust Ultra Short Duration Municipal ETF
FUMB
$245M
7 32 25 0.7%
FSP
1705
Franklin Street Properties
FSP
$50.7M
7 64 57 82.1%
FMAO icon
1706
Farmers & Merchants Bancorp
FMAO
$410M
7 25 18 9.68%
FDRR icon
1707
Fidelity Dividend ETF for Rising Rates
FDRR
$727M
7 34 27 67.4%
EOSE icon
1708
Eos Energy Enterprises
EOSE
$1.52B
7 24 17 190%
CYRX icon
1709
CryoPort
CYRX
$810M
7 64 57 7.38%
BTAL icon
1710
AGF US Market Neutral Anti-Beta Fund
BTAL
$292M
7 25 18 45%
BOE icon
1711
BlackRock Enhanced Global Dividend Trust
BOE
$677M
7 36 29 27.4%
BLES icon
1712
Inspire Global Hope ETF
BLES
$159M
7 19 12 53.8%
ASB icon
1713
Associated Banc-Corp
ASB
$5.8B
7 104 97 33%
AORT icon
1714
Artivion
AORT
$1.12B
7 47 40 90.8%
TRNS icon
1715
Transcat
TRNS
$838M
7 34 27 26.6%
FTXN icon
1716
First Trust Nasdaq Oil & Gas ETF
FTXN
$167M
7 39 32 28.6%
FCG icon
1717
First Trust Natural Gas ETF
FCG
$599M
7 48 41 12.4%
AVPT icon
1718
AvePoint
AVPT
$2.75B
7 35 28 216%
AIRJ
1719
Montana Technologies Corp
AIRJ
$290M
7 12 5 60.2%
XSEP icon
1720
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
7 9 2 44.2%
UPLD icon
1721
Upland Software
UPLD
$15.3M
7 48 41 92.7%
TREX icon
1722
Trex
TREX
$4.59B
7 159 152 4.35%
TNDM icon
1723
Tandem Diabetes Care
TNDM
$1.06B
7 109 102 65.4%
TIPT icon
1724
Tiptree Inc
TIPT
$671M
7 32 25 29.1%
TGTX icon
1725
TG Therapeutics
TGTX
$8.4B
7 64 57 364%