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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘23
TBLU
2301
Tortoise Global Water ETF
TBLU
$56.6M
4 13 9 23.8%
TCRX icon
2302
TScan Therapeutics
TCRX
$51.9M
4 8 4 68.2%
DSL
2303
DoubleLine Income Solutions Fund
DSL
$1.21B
4 54 50 11.4%
CARG icon
2304
CarGurus
CARG
$3.01B
4 66 62 47.5%
ACHV icon
2305
Achieve Life Sciences
ACHV
$626M
4 14 10 17.5%
IRD
2306
Opus Genetics
IRD
$254M
4 13 9 29%
ROAM icon
2307
Hartford Multifactor Emerging Markets ETF
ROAM
$106M
4 9 5 63.1%
KE
2308
Kimball Electronics
KE
$598M
4 57 53 10%
HYXF icon
2309
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$203M
4 22 18 4.88%
GILT icon
2310
Gilat Satellite Networks
GILT
$810M
4 22 18 72.2%
FSBW icon
2311
FS Bancorp
FSBW
$324M
4 24 20 45%
FPEI icon
2312
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.91B
4 58 54 13.2%
AGGY icon
2313
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$924M
4 52 48 0.7%
OUT icon
2314
Outfront Media
OUT
$5.64B
4 81 77 107%
EVO icon
2315
Evotec
EVO
$689M
4 7 3 82.8%
HRTG icon
2316
Heritage Insurance Holdings
HRTG
$842M
4 22 18 623%
HRI icon
2317
Herc Holdings
HRI
$5.43B
4 95 91 18.8%
GWX icon
2318
State Street SPDR S&P International Small Cap ETF
GWX
$861M
4 80 76 41.8%
CXDO icon
2319
Crexendo
CXDO
$215M
4 7 3 276%
LILAK icon
2320
Liberty Latin America Class C
LILAK
$1.5B
4 63 59 5.23%
NECB icon
2321
Northeast Community Bancorp
NECB
$368M
4 20 16 79.2%
QIG
2322
WisdomTree U.S. Corporate Bond Fund
QIG
$17.5M
4 4 0 0.27%
INCE
2323
Franklin Income Equity Focus ETF
INCE
$132M
4 14 10 38.6%
BTX
2324
BlackRock Technology and Private Equity Term Trust
BTX
$957M
4 34 30 4.46%
XTAP icon
2325
Innovator US Equity Accelerated Plus ETF April
XTAP
$22.7M
4 4 0 59.8%