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Name Net new
positions
New positions Closed positions Return since
31 Dec ‘22
TMCI icon
1951
Treace Medical Concepts
TMCI
$297M
15 24 9 80.1%
HY icon
1952
Hyster-Yale Materials Handling
HY
$623M
15 20 5 37.3%
CTKB icon
1953
Cytek Biosciences
CTKB
$555M
15 25 10 57.9%
PML
1954
PIMCO Municipal Income Fund II
PML
$485M
15 27 12 19.4%
CSWC icon
1955
Capital Southwest
CSWC
$1.49B
15 25 10 40.3%
BFST icon
1956
Business First Bancshares
BFST
$1.04B
15 23 8 43.7%
ALTL icon
1957
Pacer Lunt Large Cap Alternator ETF
ALTL
$92.1M
15 27 12 13.8%
PBJ icon
1958
Invesco Food & Beverage ETF
PBJ
$108M
15 21 6 4.91%
RING icon
1959
iShares MSCI Global Gold Miners ETF
RING
$2.14B
15 22 7 191%
EOI
1960
Eaton Vance Enhanced Equity Income Fund
EOI
$816M
15 22 7 33.2%
BSJQ icon
1961
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$888M
15 21 6 1.64%
RELL icon
1962
Richardson Electronics
RELL
$276M
15 26 11 11.6%
DSEP icon
1963
FT Vest US Equity Deep Buffer ETF September
DSEP
$353M
15 18 3 56.8%
FLJP icon
1964
Franklin FTSE Japan ETF
FLJP
$3.91B
15 25 10 64.4%
IAUX
1965
i-80 Gold Corp
IAUX
$1.14B
15 16 1 53.2%
ASUR icon
1966
Asure Software
ASUR
$261M
15 21 6 3.32%
DMB
1967
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$194M
15 20 5 0.29%
DMAR icon
1968
FT Vest US Equity Deep Buffer ETF March
DMAR
$457M
15 18 3 49.6%
VFMO icon
1969
Vanguard US Momentum Factor ETF
VFMO
$1.79B
15 16 1 98%
UOCT icon
1970
Innovator US Equity Ultra Buffer ETF October
UOCT
$180M
15 20 5 52.7%
GLDG
1971
GoldMining Inc
GLDG
$183M
15 18 3 24.7%
SVRN
1972
OceanPal Inc
SVRN
$11.8M
15 17 2 99.9%
CTOR
1973
Citius Oncology
CTOR
$60.8M
15 15 0 93.6%
RDVI icon
1974
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.6B
15 15 0 37.6%
BAX icon
1975
Baxter International
BAX
$14.4B
14 118 104 45.5%