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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘17
NEWT icon
2026
NewtekOne
NEWT
$430M
3 23 20 16.4%
NEXT icon
2027
NextDecade
NEXT
$2.15B
3 4 1 19.7%
DXD icon
2028
ProShares UltraShort Dow 30
DXD
$44M
3 6 3 92%
VNCE icon
2029
Vince Holding Corp
VNCE
$82.6M
3 12 9 7.17%
PDS
2030
Precision Drilling
PDS
$1.06B
3 37 34 31.5%
SPTI icon
2031
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
3 16 13 6.16%
BYLD icon
2032
iShares Yield Optimized Bond ETF
BYLD
$450M
3 5 2 10.9%
NFRA icon
2033
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.01B
3 14 11 36.5%
DLNG icon
2034
Dynagas LNG Partners
DLNG
$132M
3 14 11 73.9%
ERY icon
2035
Direxion Daily Energy Bear 2X ETF
ERY
$41.9M
3 5 2 97.9%
BGX
2036
Blackstone Long-Short Credit Income Fund
BGX
$137M
3 14 11 32.8%
NGL icon
2037
NGL Energy Partners
NGL
$1.95B
3 39 36 35.1%
RXL icon
2038
ProShares Ultra Health Care
RXL
$78.5M
3 7 4 145%
UGI icon
2039
UGI
UGI
$7.77B
3 144 141 22.7%
UFPT icon
2040
UFP Technologies
UFPT
$1.78B
3 28 25 721%
BSM icon
2041
Black Stone Minerals
BSM
$3.12B
3 16 13 15.5%
GGB icon
2042
Gerdau
GGB
$8.93B
3 45 42 67.3%
BCV
2043
Bancroft Fund
BCV
$140M
3 10 7 13.5%
JHMD icon
2044
John Hancock Multifactor Developed International ETF
JHMD
$961M
3 4 1 51.6%
DTF
2045
DTF Tax-Free Income 2028 Term Fund
DTF
$81.3M
3 8 5 19.1%
BZQ icon
2046
ProShares UltraShort MSCI Brazil Capped
BZQ
$2.94M
3 4 1 97.2%
BOE icon
2047
BlackRock Enhanced Global Dividend Trust
BOE
$678M
3 24 21 10%
JBSS icon
2048
John B. Sanfilippo & Son
JBSS
$994M
3 51 48 26.3%
IMXI icon
2049
International Money Express
IMXI
$417M
3 7 4 41.5%
USDU icon
2050
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$466M
3 13 10 3.13%