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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘20
ROAM icon
1951
Hartford Multifactor Emerging Markets ETF
ROAM
$108M
3 9 6 82.5%
IMKTA icon
1952
Ingles Markets
IMKTA
$1.71B
3 57 54 109%
IEUS icon
1953
iShares MSCI Europe Small-Cap ETF
IEUS
$175M
3 10 7 48.9%
USPX icon
1954
Franklin US Equity Index ETF
USPX
$2B
3 3 0 114%
IRS
1955
IRSA Inversiones y Representaciones
IRS
$1.3B
3 8 5 391%
BAPR icon
1956
Innovator US Equity Buffer ETF April
BAPR
$404M
3 9 6 93.8%
PPIH
1957
Perma-Pipe International
PPIH
$204M
3 9 6 348%
EPAC icon
1958
Enerpac Tool Group
EPAC
$1.75B
3 53 50 94%
BYLD icon
1959
iShares Yield Optimized Bond ETF
BYLD
$450M
3 16 13 12.5%
ADUS icon
1960
Addus HomeCare
ADUS
$2.03B
3 75 72 17.2%
BWEN icon
1961
Broadwind
BWEN
$119M
3 10 7 35.7%
PSA icon
1962
Public Storage
PSA
$56B
3 258 255 66.2%
SHW icon
1963
Sherwin-Williams
SHW
$81B
3 387 384 70.5%
RLY icon
1964
State Street Multi-Asset Real Return ETF
RLY
$1.2B
3 11 8 67.1%
MVST icon
1965
Microvast
MVST
$323M
3 11 8 90.5%
MWA icon
1966
Mueller Water Products
MWA
$3.86B
3 74 71 162%
SNDL icon
1967
Sundial Growers
SNDL
$338M
3 8 5 83.7%
EPM icon
1968
Evolution Petroleum
EPM
$138M
3 31 28 37.5%
MOTI icon
1969
VanEck Morningstar International Moat ETF
MOTI
$69.8M
3 9 6 20.5%
CDP icon
1970
COPT Defense Properties
CDP
$4.14B
3 89 86 44.2%
OSW icon
1971
OneSpaWorld
OSW
$2.69B
3 35 32 456%
FLKR icon
1972
Franklin FTSE South Korea ETF
FLKR
$1.19B
3 4 1 186%
NAC icon
1973
Nuveen California Quality Municipal Income Fund
NAC
$1.89B
3 36 33 15.1%
UJAN icon
1974
Innovator US Equity Ultra Buffer ETF January
UJAN
$313M
3 8 5 64.4%
SRTA
1975
Strata Critical Medical Inc
SRTA
$457M
3 8 5 47%