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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘23
PPLT
501
abrdn Physical Platinum Shares ETF
PPLT
$2B
7 32 25 85.7%
RSVR
502
Reservoir Media
RSVR
$656M
7 20 13 65.3%
SAM icon
503
Boston Beer
SAM
$1.9B
7 99 92 40.1%
SBH icon
504
Sally Beauty Holdings
SBH
$1.55B
7 72 65 33.9%
VALU icon
505
Value Line
VALU
$341M
7 16 9 20.8%
BYLD icon
506
iShares Yield Optimized Bond ETF
BYLD
$443M
7 14 7 1.87%
ZUMZ icon
507
Zumiez
ZUMZ
$319M
7 47 40 13.4%
SMMV icon
508
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$293M
7 44 37 39.1%
FXU icon
509
First Trust Utilities AlphaDEX Fund
FXU
$831M
7 37 30 52.4%
PJUL icon
510
Innovator US Equity Power Buffer ETF July
PJUL
$1.29B
7 52 45 45.9%
GSBC icon
511
Great Southern Bancorp
GSBC
$888M
7 38 31 60.6%
CGW icon
512
Invesco S&P Global Water Index ETF
CGW
$1.06B
7 47 40 27.6%
FBIZ icon
513
First Business Financial Services
FBIZ
$601M
7 33 26 144%
HEEM icon
514
iShares Currency Hedged MSCI Emerging Markets
HEEM
$293M
7 14 7 72.7%
HSTM icon
515
HealthStream
HSTM
$849M
7 65 58 18.2%
HYBB icon
516
iShares BB Rated Corporate Bond ETF
HYBB
$429M
7 13 6 4.04%
ORRF icon
517
Orrstown Financial Services
ORRF
$855M
7 26 19 127%
SBSI icon
518
Southside Bancshares
SBSI
$984M
7 56 49 26.2%
TEQI icon
519
T. Rowe Price Equity Income ETF
TEQI
$470M
7 12 5 53.5%
UPBD icon
520
Upbound Group
UPBD
$1.15B
7 78 71 36.8%
USDU icon
521
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$458M
7 19 12 0.23%
RLGT icon
522
Radiant Logistics
RLGT
$406M
6 42 36 29.2%
STK
523
Columbia Seligman Premium Technology Growth Fund
STK
$943M
6 20 14 74.1%
KNOP icon
524
KNOT Offshore Partners
KNOP
$366M
6 16 10 115%
SB icon
525
Safe Bulkers
SB
$781M
6 36 30 135%