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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘25
HAUZ icon
1201
Xtrackers International Real Estate ETF
HAUZ
$988M
4 19 15 8.75%
USCB icon
1202
USCB Financial Holdings
USCB
$417M
4 8 4 36.3%
JRI icon
1203
Nuveen Real Asset Income & Growth Fund
JRI
$390M
4 11 7 19.3%
USMF icon
1204
WisdomTree US Multifactor Fund
USMF
$270M
4 9 5 3.12%
LOMA
1205
Loma Negra
LOMA
$1.07B
4 11 7 16.5%
MEGI
1206
NYLIM CBRE Global Infrastructure Megatrends Term Fund
MEGI
$697M
4 10 6 6.05%
SKYH icon
1207
Sky Harbour Group
SKYH
$368M
4 12 8 4.91%
NMAI icon
1208
Nuveen Multi-Asset Income Fund
NMAI
$477M
4 9 5 12.9%
GOTU icon
1209
Gaotu Techedu
GOTU
$599M
4 15 11 29.4%
AMZA icon
1210
InfraCap MLP ETF
AMZA
$461M
4 12 8 10.6%
BYLD icon
1211
iShares Yield Optimized Bond ETF
BYLD
$432M
4 12 8 5.04%
ZH
1212
Zhihu
ZH
$286M
4 12 8 14.8%
YALA
1213
Yalla Group
YALA
$808M
4 20 16 21.1%
YLD icon
1214
Principal Active High Yield ETF
YLD
$612M
4 12 8 5.27%
SNDA icon
1215
Sonida Senior Living
SNDA
$1.81B
4 6 2 51.1%
GASS icon
1216
StealthGas
GASS
$351M
4 11 7 45.7%
KDK
1217
Kodiak AI
KDK
$329M
4 24 20 85.5%
JXI icon
1218
iShares Global Utilities ETF
JXI
$372M
4 9 5 5%
SVCO
1219
Silvaco Group
SVCO
$310M
4 13 9 93.9%
RUNN icon
1220
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$387M
4 9 5 3.43%
SMIG icon
1221
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.43B
4 11 7 8.56%
GRVY
1222
GRAVITY
GRVY
$472M
4 8 4 7.55%
MMIN icon
1223
NYLIM MacKay Muni Insured ETF
MMIN
$458M
4 9 5 4.12%
HSCZ icon
1224
iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
$259M
4 11 7 22.2%
DFNL icon
1225
Davis Select Financial ETF
DFNL
$440M
4 5 1 12.6%