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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘23
PWV icon
2001
Invesco Large Cap Value ETF
PWV
$1.68B
5 37 32 70.8%
SAGP icon
2002
Strategas Global Policy Opportunities ETF
SAGP
$79.7M
5 6 1 56.3%
SDOG icon
2003
ALPS Sector Dividend Dogs ETF
SDOG
$1.41B
5 42 37 52.9%
SNSR icon
2004
Global X Internet of Things ETF
SNSR
$219M
5 34 29 49.6%
SQFT icon
2005
Presidio Property Trust
SQFT
$2.84M
5 11 6 72.7%
GWRS icon
2006
Global Water Resources
GWRS
$209M
5 25 20 25.6%
SWIM icon
2007
Latham Group
SWIM
$632M
5 41 36 92.1%
SWAN icon
2008
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$157M
5 14 9 37%
TAIL icon
2009
Cambria Tail Risk ETF
TAIL
$148M
5 20 15 18.9%
FTH
2010
Faeth Therapeutics
FTH
$743M
5 7 2 80.1%
TKNO icon
2011
Alpha Teknova
TKNO
$271M
5 13 8 81%
TMQ
2012
Trilogy Metals
TMQ
$549M
5 11 6 549%
FNY icon
2013
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$581M
5 30 25 69.4%
DECT icon
2014
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
$125M
5 8 3 49.6%
TU icon
2015
Telus
TU
$16.8B
5 122 117 34.1%
USD icon
2016
ProShares Ultra Semiconductors
USD
$2.4B
5 8 3 706%
UTI icon
2017
Universal Technical Institute
UTI
$2.21B
5 33 28 378%
VOC icon
2018
VOC Energy
VOC
$49.5M
5 9 4 70.4%
XOS icon
2019
Xos
XOS
$27.7M
5 11 6 80.4%
XTN icon
2020
State Street SPDR S&P Transportation ETF
XTN
$388M
5 23 18 46%
CURR
2021
Currenc Group
CURR
$365M
5 9 4 70.5%
LOCL icon
2022
Local Bounti
LOCL
$23.3M
5 9 4 58.4%
IEUS icon
2023
iShares MSCI Europe Small-Cap ETF
IEUS
$180M
5 13 8 45.9%
PBUS icon
2024
Invesco MSCI USA ETF
PBUS
$11.3B
5 10 5 74%
MQY icon
2025
BlackRock MuniYield Quality Fund
MQY
$808M
5 35 30 9.97%