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Name Net new
positions
New positions Closed positions Return since
31 Dec ‘20
DBEF icon
2001
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.3B
15 36 21 65.7%
ALGT icon
2002
Allegiant Air
ALGT
$2.9B
15 48 33 42.9%
MHO icon
2003
M/I Homes
MHO
$3.78B
15 37 22 238%
NOVT icon
2004
Novanta
NOVT
$5.62B
15 29 14 33.4%
BF.A icon
2005
Brown-Forman Class A
BF.A
$13B
15 29 14 61.3%
IGF icon
2006
iShares Global Infrastructure ETF
IGF
$10.9B
15 37 22 51.8%
HTGC icon
2007
Hercules Capital
HTGC
$3.15B
15 39 24 16.6%
RMR icon
2008
The RMR Group
RMR
$327M
15 30 15 50.5%
ZLAB icon
2009
Zai Lab
ZLAB
$2.07B
15 35 20 86.4%
CPA icon
2010
Copa Holdings
CPA
$6.04B
15 41 26 91.6%
WES icon
2011
Western Midstream Partners
WES
$19.2B
15 40 25 236%
CWI icon
2012
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.83B
15 24 9 48.1%
CSW
2013
CSW Industrials
CSW
$5.64B
15 28 13 209%
IYY icon
2014
iShares Dow Jones US ETF
IYY
$3.04B
15 24 9 98.3%
EWA icon
2015
iShares MSCI Australia ETF
EWA
$1.43B
15 36 21 25.1%
EVV
2016
Eaton Vance Limited Duration Income Fund
EVV
$1.07B
15 29 14 26.7%
SABA
2017
Saba Capital Income & Opportunities Fund II
SABA
$223M
15 28 13 24.4%
TRS icon
2018
TriMas Corp
TRS
$1.47B
15 30 15 29.5%
TFII icon
2019
TFI International
TFII
$11.5B
15 39 24 170%
RODM icon
2020
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.63B
15 30 15 47.4%
SPYX icon
2021
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.82B
15 24 9 103%
SMMV icon
2022
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$291M
15 21 6 39.6%
MFG icon
2023
Mizuho Financial
MFG
$126B
15 20 5 307%
XMMO icon
2024
Invesco S&P MidCap Momentum ETF
XMMO
$7.42B
15 22 7 104%
SPMB icon
2025
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.99B
15 25 10 16.7%