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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘25
BSMT icon
901
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$285M
6 8 2 1.85%
COFS icon
902
Choiceone Financial
COFS
$495M
6 17 11 15.4%
QMAR icon
903
FT Vest Growth-100 Buffer ETF March
QMAR
$609M
6 13 7 24.4%
GUT
904
Gabelli Utility Trust
GUT
$536M
6 16 10 2.59%
ISTR icon
905
Investar Holding Corp
ISTR
$405M
6 8 2 52.2%
EQAL icon
906
Invesco Russell 1000 Equal Weight ETF
EQAL
$802M
6 18 12 17.8%
VLU icon
907
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$752M
6 9 3 25.4%
LRGE icon
908
ClearBridge Large Cap Growth Select ETF
LRGE
$395M
6 8 2 15.5%
HMOP icon
909
Hartford Municipal Opportunities ETF
HMOP
$754M
6 10 4 3.45%
BWFG icon
910
Bankwell Financial Group
BWFG
$531M
6 10 4 85%
CCU icon
911
Compañía de Cervecerías Unidas
CCU
$1.96B
6 14 8 18%
FVCB icon
912
FVCBankcorp
FVCB
$321M
6 10 4 50.8%
RAPP
913
Rapport Therapeutics
RAPP
$1.54B
6 15 9 183%
RCEL icon
914
Avita Medical
RCEL
$393M
6 19 13 140%
TECB icon
915
iShares US Tech Breakthrough Multisector ETF
TECB
$520M
6 15 9 38.4%
GLAD icon
916
Gladstone Capital
GLAD
$433M
6 13 7 29%
KBWD icon
917
Invesco KBW High Dividend Yield Financial ETF
KBWD
$359M
6 14 8 21.6%
FJP icon
918
First Trust Japan AlphaDEX Fund
FJP
$274M
6 14 8 33.1%
EIDO icon
919
iShares MSCI Indonesia ETF
EIDO
$423M
6 19 13 33.7%
FAD icon
920
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$609M
6 13 7 25.6%
FMAO icon
921
Farmers & Merchants Bancorp
FMAO
$489M
6 11 5 40.4%
BCD icon
922
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$439M
6 16 10 16%
IBTM icon
923
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$551M
6 11 5 5.82%
DBND icon
924
DoubleLine Opportunistic Bond ETF
DBND
$746M
6 12 6 6.29%
WNEB icon
925
Western New England Bancorp
WNEB
$279M
6 20 14 50.9%