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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘23
TEAM icon
2101
Atlassian
TEAM
$22B
5 233 228 56.9%
SPXN icon
2102
ProShares S&P 500 ex-Financials ETF
SPXN
$75.7M
5 5 0 74.1%
SCJ icon
2103
iShares MSCI Japan Small-Cap ETF
SCJ
$251M
5 16 11 54%
RDVT icon
2104
Red Violet
RDVT
$859M
5 23 18 204%
BIT icon
2105
BlackRock Multi-Sector Income Trust
BIT
$696M
5 27 22 15.8%
BGB
2106
Blackstone Strategic Credit 2027 Term Fund
BGB
$500M
5 35 30 1.91%
PNRG icon
2107
PrimeEnergy Resources
PNRG
$303M
5 17 12 61.4%
PNI
2108
PIMCO New York Municipal Income Fund II
PNI
$76.7M
5 12 7 6.54%
PHG icon
2109
Philips
PHG
$25.4B
5 93 88 46.7%
CNXT icon
2110
VanEck ChiNext Innovators ETF
CNXT
$109M
5 6 1 94%
PFO
2111
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$118M
5 14 9 21.4%
PAYS icon
2112
Paysign
PAYS
$486M
5 23 18 346%
BTZ icon
2113
BlackRock Credit Allocation Income Trust
BTZ
$927M
5 44 39 2.58%
NHI icon
2114
National Health Investors
NHI
$3.9B
5 77 72 56.8%
ATAT icon
2115
Atour Lifestyle Holdings
ATAT
$4.35B
5 17 12 69.5%
LND
2116
BrasilAgro
LND
$369M
5 7 2 34.9%
IMOM icon
2117
Alpha Architect International Quantitative Momentum ETF
IMOM
$154M
5 10 5 67.1%
LEGR icon
2118
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$127M
5 20 15 72.3%
JULT icon
2119
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
$57M
5 10 5 53.8%
JHPI icon
2120
John Hancock Preferred Income ETF
JHPI
$212M
5 7 2 9.16%
ISMD icon
2121
Inspire Small/Mid Cap Impact ETF
ISMD
$335M
5 23 18 61.1%
INSE icon
2122
Inspired Entertainment
INSE
$177M
5 41 36 44.5%
IKT icon
2123
Inhibikase Therapeutics
IKT
$366M
5 8 3 67.6%
HNVR icon
2124
Hanover Bancorp
HNVR
$179M
5 6 1 38.3%
HBB icon
2125
Hamilton Beach Brands
HBB
$302M
5 15 10 79.8%