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Name Net new
positions
New positions Closed positions Return since
31 Dec ‘24
EIM
3726
Eaton Vance Municipal Bond Fund
EIM
$499M
7 20 13 6.18%
BFC icon
3727
Bank First Corp
BFC
$1.7B
7 16 9 54.8%
DOMO icon
3728
Domo
DOMO
$184M
7 22 15 44.8%
LINC icon
3729
Lincoln Educational Services
LINC
$1.3B
7 19 12 159%
RA
3730
Brookfield Real Assets Income Fund
RA
$708M
7 18 11 3.75%
SCHJ icon
3731
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$848M
7 17 10 0.53%
GEVO icon
3732
Gevo
GEVO
$382M
7 28 21 24.9%
RSKD icon
3733
Riskified
RSKD
$716M
7 18 11 13.1%
TDVG icon
3734
T. Rowe Price Dividend Growth ETF
TDVG
$1.45B
7 17 10 27.9%
CRD.A icon
3735
Crawford & Co Class A
CRD.A
$669M
7 16 9 19.1%
DSM
3736
BNY Mellon Strategic Municipal Bond Fund
DSM
$293M
7 16 9 1.89%
MYI icon
3737
BlackRock MuniYield Quality Fund III
MYI
$721M
7 22 15 1.81%
DFEB icon
3738
FT Vest US Equity Deep Buffer ETF February
DFEB
$466M
7 13 6 20.3%
HIO
3739
Western Asset High Income Opportunity Fund
HIO
$340M
7 18 11 9.16%
GEF.B icon
3740
Greif Class B
GEF.B
$4.21B
7 15 8 63.6%
PYXS icon
3741
Pyxis Oncology
PYXS
$236M
7 25 18 139%
LCTD icon
3742
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$294M
7 21 14 38.8%
BAUG icon
3743
Innovator US Equity Buffer ETF August
BAUG
$199M
7 14 7 27.1%
GII icon
3744
State Street SPDR S&P Global Infrastructure ETF
GII
$932M
7 16 9 27%
PEJ icon
3745
Invesco Leisure and Entertainment ETF
PEJ
$255M
7 17 10 29.3%
EFR
3746
Eaton Vance Senior Floating-Rate Fund
EFR
$317M
7 13 6 16.2%
CVRX icon
3747
CVRx
CVRX
$63.4M
7 19 12 81.1%
FSBW icon
3748
FS Bancorp
FSBW
$320M
7 11 4 4.87%
ERTH icon
3749
Invesco MSCI Sustainable Future ETF
ERTH
$138M
7 12 5 17.4%
DMAR icon
3750
FT Vest US Equity Deep Buffer ETF March
DMAR
$459M
7 13 6 18.7%