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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘24
OPTT icon
1851
Ocean Power Technologies
OPTT
$43.5M
7 11 4 39.2%
PPIH
1852
Perma-Pipe International
PPIH
$197M
7 11 4 207%
TREE icon
1853
LendingTree
TREE
$443M
7 52 45 25.1%
TRS icon
1854
TriMas Corp
TRS
$1.36B
7 61 54 42.4%
USRT icon
1855
iShares Core US REIT ETF
USRT
$4.65B
7 120 113 26.9%
ENFR icon
1856
Alerian Energy Infrastructure ETF
ENFR
$493M
7 22 15 54.9%
VPV icon
1857
Invesco Pennsylvania Value Municipal Income Trust
VPV
$196M
7 17 10 6.83%
XRT icon
1858
State Street SPDR S&P Retail ETF
XRT
$453M
7 43 36 14.7%
TACT icon
1859
Transact Technologies
TACT
$50.1M
7 13 6 6.87%
VALU icon
1860
Value Line
VALU
$323M
7 16 9 15%
FRI icon
1861
First Trust S&P REIT Index Fund
FRI
$190M
7 25 18 25.2%
CASY icon
1862
Casey's General Stores
CASY
$32.1B
7 206 199 172%
KNCT icon
1863
Invesco Next Gen Connectivity ETF
KNCT
$153M
7 8 1 98.5%
EPU icon
1864
iShares MSCI Peru and Global Exposure ETF
EPU
$543M
7 10 3 122%
FRPH icon
1865
FRP Holdings
FRPH
$433M
7 33 26 26.4%
FTA icon
1866
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.39B
7 81 74 32.7%
FTSD icon
1867
Franklin Short Duration US Government ETF
FTSD
$300M
7 21 14 0.09%
FTXR icon
1868
First Trust Nasdaq Transportation ETF
FTXR
$1.07B
7 15 8 38%
GEF.B icon
1869
Greif Class B
GEF.B
$4.14B
7 31 24 57.3%
GNRC icon
1870
Generac Holdings
GNRC
$11.3B
7 247 240 52.1%
HEQ
1871
John Hancock Hedged Equity & Income Fund
HEQ
$138M
7 16 9 8.96%
RFDA icon
1872
ALPS Dynamic US Dividend Advantage ETF
RFDA
$88M
7 13 6 41.5%
IHY icon
1873
VanEck International High Yield Bond ETF
IHY
$43.2M
7 15 8 4.3%
JMHI icon
1874
JPMorgan High Yield Municipal ETF
JMHI
$278M
7 14 7 0.52%
SPD icon
1875
Simplify US Equity PLUS Downside Convexity ETF
SPD
$104M
7 14 7 31.7%