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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘23
WIA
3401
Western Asset Inflation-Linked Income Fund
WIA
$184M
1 6 5 4.24%
XOS icon
3402
Xos
XOS
$40.9M
1 16 15 55.9%
RWAY icon
3403
Runway Growth Finance
RWAY
$275M
1 10 9 46.8%
FPH icon
3404
Five Point Holdings
FPH
$365M
1 1 0 76.1%
SPXX icon
3405
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$342M
1 5 4 21.2%
MSD
3406
Morgan Stanley Emerging Markets Debt Fund
MSD
$147M
1 7 6 12.9%
PYXS icon
3407
Pyxis Oncology
PYXS
$324M
1 17 16 52%
VOTE icon
3408
TCW Transform 500 ETF
VOTE
$1.13B
1 9 8 75%
PGJ icon
3409
Invesco Golden Dragon China ETF
PGJ
$86.6M
1 6 5 13.6%
UCO icon
3410
ProShares Ultra Bloomberg Crude Oil
UCO
$451M
1 12 11 109%
AOMR
3411
Angel Oak Mortgage REIT
AOMR
$191M
1 6 5 0.12%
JMOM icon
3412
JPMorgan US Momentum Factor ETF
JMOM
$2.7B
1 10 9 96.1%
SWAN icon
3413
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$156M
1 8 7 28.5%
ANIX icon
3414
Anixa Biosciences
ANIX
$98.7M
1 6 5 9.38%
TSAT icon
3415
Telesat
TSAT
$718M
1 4 3 401%
ACIO icon
3416
Aptus Collared Investment Opportunity ETF
ACIO
$2.4B
1 4 3 50.7%
VFMF icon
3417
Vanguard US Multifactor ETF
VFMF
$979M
1 6 5 78.8%
ASYS icon
3418
Amtech Systems
ASYS
$271M
1 6 5 62%
LGO
3419
Largo
LGO
$76.3M
1 5 4 82.8%
NRP icon
3420
Natural Resource Partners
NRP
$1.5B
1 8 7 115%
EARN
3421
Ellington Residential Mortgage REIT
EARN
$163M
1 3 2 39.8%
TXMD icon
3422
TherapeuticsMD
TXMD
$24.8M
1 4 3 48.1%
UWM icon
3423
ProShares Ultra Russell2000
UWM
$243M
1 9 8 85.8%
WHG icon
3424
Westwood Holdings Group
WHG
$178M
1 5 4 50.6%
LRGE icon
3425
ClearBridge Large Cap Growth Select ETF
LRGE
$382M
1 5 4 63.1%