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Name Net new
positions
New positions Closed positions Return since
30 Sep ‘25
SMOT icon
4201
VanEck Morningstar SMID Moat ETF
SMOT
$305M
4 9 5 4.32%
BBCP icon
4202
Concrete Pumping Holdings
BBCP
$496M
4 13 9 39.7%
LEO
4203
BNY Mellon Strategic Municipals
LEO
$348M
4 11 7 10.6%
CWBC
4204
Community West Bancshares
CWBC
$720M
4 10 6 27.3%
TSSI
4205
TSS Inc
TSSI
$289M
4 35 31 43.5%
CBLL
4206
CeriBell Inc
CBLL
$909M
4 20 16 106%
IFS icon
4207
Intercorp Financial Services
IFS
$5.86B
4 16 12 31.7%
KINS icon
4208
Kingstone Companies
KINS
$268M
4 21 17 25.9%
WTBA icon
4209
West Bancorporation
WTBA
$513M
4 11 7 48%
PEJ icon
4210
Invesco Leisure and Entertainment ETF
PEJ
$363M
4 12 8 3.19%
DWAS icon
4211
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$411M
4 14 10 18.4%
ISTR icon
4212
Investar Holding Corp
ISTR
$405M
4 12 8 26.7%
AVK
4213
Advent Convertible and Income Fund
AVK
$511M
4 11 7 9.54%
HFRO
4214
Highland Opportunities and Income Fund
HFRO
$377M
4 16 12 7.56%
JSCP icon
4215
JPMorgan Short Duration Core Plus ETF
JSCP
$1.82B
4 15 11 3.59%
DEHP icon
4216
Dimensional Emerging Markets High Profitability ETF
DEHP
$465M
4 12 8 37%
CCAP icon
4217
Crescent Capital BDC
CCAP
$332M
4 17 13 36.7%
CMDB
4218
Costamare Bulkers Holdings
CMDB
$544M
4 18 14 55.7%
PDT
4219
John Hancock Premium Dividend Fund
PDT
$579M
4 11 7 11.7%
WBTN
4220
WEBTOON Entertainment Inc
WBTN
$1.42B
4 24 20 45.9%
ACTG icon
4221
Acacia Research
ACTG
$424M
4 13 9 33.5%
ESOA icon
4222
Energy Services of America
ESOA
$205M
4 17 13 6.38%
FTF
4223
Franklin Limited Duration Income Trust
FTF
$217M
4 13 9 15.7%
GAIN icon
4224
Gladstone Investment Corp
GAIN
$624M
4 16 12 13.3%
STEM icon
4225
Stem
STEM
$41M
4 24 20 75.7%