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Name Net new
positions
New positions Closed positions Return since
31 Mar ‘21
PCYO icon
651
Pure Cycle
PCYO
$273M
8 14 6 15.5%
FGD icon
652
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.6B
8 16 8 40.2%
RDIV icon
653
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.41B
8 17 9 59.3%
PHAT icon
654
Phathom Pharmaceuticals
PHAT
$743M
8 20 12 75.6%
CCCC icon
655
C4 Therapeutics
CCCC
$502M
8 18 10 89%
DIV icon
656
Global X SuperDividend US ETF
DIV
$780M
8 15 7 1.08%
ULH icon
657
Universal Logistics Holdings
ULH
$518M
8 13 5 25.3%
PSCT icon
658
Invesco S&P SmallCap Information Technology ETF
PSCT
$518M
8 16 8 82.1%
EAD
659
Allspring Income Opportunities Fund
EAD
$377M
8 18 10 24.4%
DIAL icon
660
Columbia Diversified Fixed Income Allocation ETF
DIAL
$388M
8 15 7 14.9%
FMHI icon
661
First Trust Municipal High Income ETF
FMHI
$1.01B
8 14 6 12%
VIOG icon
662
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.13B
8 14 6 37.9%
CCB icon
663
Coastal Financial
CCB
$774M
8 10 2 93.1%
DGRS icon
664
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$415M
8 12 4 33.3%
SPFI icon
665
South Plains Financial
SPFI
$859M
8 8 0 101%
AVTX icon
666
Avalo Therapeutics
AVTX
$1.04B
8 14 6 99.8%
BFST icon
667
Business First Bancshares
BFST
$1.05B
8 10 2 34.9%
NKSH icon
668
National Bankshares
NKSH
$272M
8 9 1 20.1%
IBMO icon
669
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$568M
8 14 6 4.55%
GRVY
670
GRAVITY
GRVY
$497M
8 20 12 37.8%
MMIN icon
671
IQ MacKay Municipal Insured ETF
MMIN
$479M
8 14 6 12.7%
BGH
672
Barings Global Short Duration High Yield Fund
BGH
$287M
8 15 7 11.3%
NUEM icon
673
Nuveen ESG Emerging Markets Equity ETF
NUEM
$401M
8 11 3 20.4%
NUDM icon
674
Nuveen ESG International Developed Markets Equity ETF
NUDM
$730M
8 10 2 38%
RTH icon
675
VanEck Retail ETF
RTH
$259M
8 11 3 63.3%