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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘21
SVAL icon
1976
iShares US Small Cap Value Factor ETF
SVAL
$201M
9 10 1 38%
SIMS icon
1977
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.3M
9 14 5 8.62%
SA
1978
Seabridge Gold
SA
$2.8B
9 43 34 48%
RLY icon
1979
State Street Multi-Asset Real Return ETF
RLY
$1.26B
9 19 10 27%
PWP icon
1980
Perella Weinberg Partners
PWP
$1.14B
9 20 11 21.9%
PMT
1981
PennyMac Mortgage Investment
PMT
$849M
9 73 64 53.8%
PFL
1982
PIMCO Income Strategy Fund
PFL
$381M
9 21 12 39.8%
PFO
1983
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$118M
9 16 7 32.4%
PFFR icon
1984
InfraCap REIT Preferred ETF
PFFR
$119M
9 10 1 28.2%
OSCV icon
1985
Opus Small Cap Value ETF
OSCV
$706M
9 9 0 30.3%
OMFS icon
1986
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$281M
9 9 0 25.9%
OCCI
1987
OFS Credit Co
OCCI
$68.7M
9 11 2 82.2%
MUC icon
1988
BlackRock MuniHoldings California Quality Fund
MUC
$1B
9 21 12 33%
MSOS icon
1989
AdvisorShares Pure US Cannabis ETF
MSOS
$864M
9 50 41 89.4%
ONT
1990
Onterris Inc
ONT
$710M
9 47 38 63.4%
LPCN icon
1991
Lipocine
LPCN
$17.1M
9 13 4 91.3%
LMAT icon
1992
LeMaitre Vascular
LMAT
$2.18B
9 67 58 56.7%
LGH icon
1993
HCM Defender 500 Index ETF
LGH
$565M
9 9 0 57%
JHML icon
1994
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
9 25 16 62.2%
JCPB icon
1995
JPMorgan Core Plus Bond ETF
JCPB
$13.8B
9 15 6 15.6%
JBSS icon
1996
John B. Sanfilippo & Son
JBSS
$949M
9 62 53 8.33%
IRWD icon
1997
Ironwood Pharmaceuticals
IRWD
$611M
9 75 66 71.2%
GNOM icon
1998
Global X Genomics & Biotechnology ETF
GNOM
$82.9M
9 17 8 45.8%
GLO
1999
Clough Global Opportunities Fund
GLO
$249M
9 20 11 51.9%
GATX icon
2000
GATX Corp
GATX
$6.55B
9 86 77 109%