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Name Net new
positions
New positions Closed positions Return since
31 Dec ‘22
ILCV icon
1951
iShares Morningstar Value ETF
ILCV
$1.32B
15 21 6 66.5%
HY icon
1952
Hyster-Yale Materials Handling
HY
$599M
15 20 5 32.1%
PML
1953
PIMCO Municipal Income Fund II
PML
$485M
15 27 12 19.2%
CTKB icon
1954
Cytek Biosciences
CTKB
$545M
15 25 10 58.7%
CSWC icon
1955
Capital Southwest
CSWC
$1.47B
15 25 10 38%
ALTL icon
1956
Pacer Lunt Large Cap Alternator ETF
ALTL
$92.1M
15 27 12 13.8%
BFST icon
1957
Business First Bancshares
BFST
$1.04B
15 23 8 43.7%
PBJ icon
1958
Invesco Food & Beverage ETF
PBJ
$108M
15 21 6 4.51%
RING icon
1959
iShares MSCI Global Gold Miners ETF
RING
$2.27B
15 22 7 186%
BSJQ icon
1960
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$899M
15 21 6 1.6%
EOI
1961
Eaton Vance Enhanced Equity Income Fund
EOI
$811M
15 22 7 32.4%
RELL icon
1962
Richardson Electronics
RELL
$267M
15 26 11 14.3%
DSEP icon
1963
FT Vest US Equity Deep Buffer ETF September
DSEP
$351M
15 18 3 56.2%
FLJP icon
1964
Franklin FTSE Japan ETF
FLJP
$3.97B
15 25 10 63.8%
IAUX
1965
i-80 Gold Corp
IAUX
$1.11B
15 16 1 54.3%
ASUR icon
1966
Asure Software
ASUR
$232M
15 21 6 14%
DMB
1967
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$194M
15 20 5 0.1%
DMAR icon
1968
FT Vest US Equity Deep Buffer ETF March
DMAR
$454M
15 18 3 49.3%
VFMO icon
1969
Vanguard US Momentum Factor ETF
VFMO
$1.77B
15 16 1 96.1%
UOCT icon
1970
Innovator US Equity Ultra Buffer ETF October
UOCT
$180M
15 20 5 52.2%
GLDG
1971
GoldMining Inc
GLDG
$178M
15 18 3 26.5%
SVRN
1972
OceanPal Inc
SVRN
$12.1M
15 17 2 99.9%
CTOR
1973
Citius Oncology
CTOR
$55.1M
15 15 0 94.2%
RDVI icon
1974
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.57B
15 15 0 37.2%
BAX icon
1975
Baxter International
BAX
$13.5B
14 118 104 48.7%