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Name Net new
positions
New positions Closed positions Return since
31 Dec ‘24
DBL
3001
DoubleLine Opportunistic Credit Fund
DBL
$279M
11 18 7 8.84%
DFP
3002
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$427M
11 20 9 4.26%
EDOW icon
3003
First Trust Dow 30 Equal Weight ETF
EDOW
$323M
11 14 3 28%
OIA icon
3004
Invesco Municipal Income Opportunities Trust
OIA
$290M
11 21 10 2.37%
GSUS icon
3005
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.28B
11 14 3 31.8%
KC
3006
Kingsoft Cloud Holdings
KC
$3.92B
11 28 17 24.7%
QQQH
3007
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$383M
11 15 4 5.08%
GLO
3008
Clough Global Opportunities Fund
GLO
$255M
11 14 3 16.6%
IPO icon
3009
Renaissance IPO ETF
IPO
$162M
11 17 6 27.8%
BBAR icon
3010
BBVA Argentina
BBAR
$3.71B
11 22 11 4.72%
SAR icon
3011
Saratoga Investment
SAR
$322M
11 16 5 17.3%
BKAG icon
3012
BNY Mellon Core Bond ETF
BKAG
$2.23B
11 15 4 0.39%
CAAP icon
3013
Corporacion America
CAAP
$4.32B
11 17 6 41.7%
KRMD icon
3014
KORU Medical Systems
KRMD
$195M
11 14 3 10.1%
AIRS icon
3015
AirSculpt Technologies
AIRS
$350M
11 17 6 4.43%
NUW icon
3016
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
11 15 4 2.95%
YMAR icon
3017
FT Vest International Equity Moderate Buffer ETF March
YMAR
$163M
11 14 3 27.9%
ROUS icon
3018
Hartford Multifactor US Equity ETF
ROUS
$719M
11 13 2 34.5%
NB
3019
NioCorp Developments
NB
$756M
11 12 1 235%
GUG
3020
Guggenheim Active Allocation Fund
GUG
$512M
11 14 3 4.3%
SPPP
3021
Sprott Physical Platinum and Palladium Trust
SPPP
$610M
11 16 5 57.4%
GRVY
3022
GRAVITY
GRVY
$436M
11 15 4 0.63%
AISP
3023
Airship AI Holdings
AISP
$67.8M
11 17 6 68.5%
JAJL
3024
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$266M
11 20 9 10.7%
ISSC icon
3025
Innovative Solutions & Support
ISSC
$375M
11 14 3 145%