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Name Net new
positions
New positions Closed positions Return since
31 Mar ‘15
CDZI icon
2001
Cadiz
CDZI
$338M
1 6 5 61.1%
KNDI
2002
Kandi Technologies Group
KNDI
$61.9M
1 11 10 95%
EUO icon
2003
ProShares UltraShort Euro
EUO
$33.1M
1 14 13 11.5%
NKX icon
2004
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$644M
1 7 6 19.3%
CPIX icon
2005
Cumberland Pharmaceuticals
CPIX
$127M
1 7 6 27%
EMF
2006
Templeton Emerging Markets Fund
EMF
$340M
1 9 8 48.9%
EARN
2007
Ellington Residential Mortgage REIT
EARN
$167M
1 5 4 72.9%
RCS
2008
PIMCO Strategic Income Fund
RCS
$248M
1 5 4 43.4%
SIF icon
2009
SIFCO Industries
SIF
$139M
1 3 2 1.93%
ETB
2010
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$465M
1 7 6 0.25%
AIFU
2011
AIFU Inc
AIFU
$127M
1 10 9 99.4%
KTCC icon
2012
Key Tronic
KTCC
$30M
1 5 4 74.3%
JLS icon
2013
Nuveen Mortgage and Income Fund
JLS
$92.6M
1 8 7 27.4%
INVE icon
2014
Identive
INVE
$66.9M
1 6 5 67.8%
ENZL icon
2015
iShares MSCI New Zealand ETF
ENZL
$83.4M
1 5 4 19%
ISCB icon
2016
iShares Morningstar Small-Cap ETF
ISCB
$287M
1 4 3 110%
FRST icon
2017
Primis Financial Corp
FRST
$397M
1 2 1 34.6%
SYLD icon
2018
Cambria Shareholder Yield ETF
SYLD
$1.03B
1 6 5 172%
LEMB icon
2019
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$723M
1 9 8 2.2%
FLRN icon
2020
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.92B
1 6 5 0.85%
DIV icon
2021
Global X SuperDividend US ETF
DIV
$793M
1 11 10 30%
FXA icon
2022
Invesco CurrencyShares Australian Dollar Trust
FXA
$95.8M
1 9 8 6.95%
LAKE icon
2023
Lakeland Industries
LAKE
$117M
1 13 12 32.5%
KBWY icon
2024
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$310M
1 6 5 49.7%
BMVP icon
2025
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$106M
1 6 5 115%