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Name Net new
positions
New positions Closed positions Return since
30 Sep ‘17
FTA icon
2001
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.41B
2 12 10 101%
PDFS icon
2002
PDF Solutions
PDFS
$1.74B
2 11 9 168%
EMD
2003
Western Asset Emerging Markets Debt Fund
EMD
$609M
2 14 12 33.4%
SGOL icon
2004
abrdn Physical Gold Shares ETF
SGOL
$6.85B
2 12 10 208%
CMF icon
2005
iShares California Muni Bond ETF
CMF
$4.56B
2 9 7 4.32%
SGRY icon
2006
Surgery Partners
SGRY
$2.14B
2 23 21 58%
XMLV icon
2007
Invesco S&P MidCap Low Volatility ETF
XMLV
$765M
2 13 11 58.9%
CCO icon
2008
Clear Channel Outdoor Holdings
CCO
$1.23B
2 10 8 48%
NTLA icon
2009
Intellia Therapeutics
NTLA
$1.5B
2 15 13 56.7%
RMTI icon
2010
Rockwell Medical
RMTI
$27.2M
2 7 5 99.3%
CHMI
2011
Cherry Hill Mortgage Investment Corp
CHMI
$81.9M
2 10 8 87.7%
AGZ icon
2012
iShares Agency Bond ETF
AGZ
$559M
2 10 8 4.52%
CTO
2013
CTO Realty Growth
CTO
$761M
2 6 4 38.1%
SJT
2014
San Juan Basin Royalty Trust
SJT
$119M
2 13 11 67.3%
FBK icon
2015
FB Financial Corp
FBK
$2.99B
2 14 12 58.6%
BOOT icon
2016
Boot Barn
BOOT
$4.6B
2 15 13 1,604%
BLBD icon
2017
Blue Bird Corp
BLBD
$2.23B
2 12 10 243%
IXP icon
2018
iShares Global Comm Services ETF
IXP
$531M
2 11 9 91.2%
DMRC icon
2019
Digimarc Corp
DMRC
$142M
2 8 6 82.7%
UFPT icon
2020
UFP Technologies
UFPT
$1.97B
2 8 6 807%
VGM icon
2021
Invesco Trust Investment Grade Municipals
VGM
$552M
2 14 12 24%
IWY icon
2022
iShares Russell Top 200 Growth ETF
IWY
$15.4B
2 6 4 295%
ORC
2023
Orchid Island Capital
ORC
$1.32B
2 14 12 87.1%
IQI icon
2024
Invesco Quality Municipal Securities
IQI
$528M
2 6 4 22%
ITIC
2025
Investors Title Co
ITIC
$556M
2 6 4 64.5%