Inspire 100 ETF
BIBL
33 hedge funds and large institutions have $51M invested in Inspire 100 ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more funds holding
Funds holding: 29 → 33 (+4)
7% more capital invested
Capital invested by funds: $47.8M → $51M (+$3.12M)
10.26% less ownership
Funds ownership: 62.53% → 52.27% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$927K |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$760K |
| 3 |
Goldman Sachs
New York
|
+$673K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$610K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$405K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$3.86M |
| 2 |
Jane Street
New York
|
-$1.59M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$705K |
| 4 |
II
Inspire Investing
Meridian,
Idaho
|
-$429K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$360K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCM
26
Firestone Capital Management
Coral Gables,
Florida
| $109K | +$104K | +3,593 | New |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $43K | – | – | – |
|
|
SFPG
28
Stonebridge Financial Planning Group
Orlando,
Florida
| $40K | +$37.7K | +1,300 | New |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $23K | +$290 | +10 | +1% |
|
|
AG
30
Advisor Group
Phoenix,
Arizona
| $22K | – | – | – |
|
31
Morgan Stanley
New York
| $10K | – | – | – |
|
32
UBS Group
Zurich,
Switzerland
| $3K | +$3.25K | +112 | New |
|
|
33
Jane Street
New York
| – | -$1.59M | -56,891 | Closed |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$705K | -25,245 | Closed |
|
|
GM
35
GeoWealth Management
Chicago,
Illinois
| – | -$233K | -8,366 | Closed |
|
|
GAM
36
Grandview Asset Management
Harrisburg,
Pennsylvania
| – | -$207K | -7,517 | Closed |
|
BIBL Hedge Fund Activity: Q4 2019 in Review
33 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Inspire 100 ETF (BIBL) for Q4 2019, worth a combined $51M — up 6.5% from $47.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BIBL positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $927K. The largest seller was Faithward Advisors, cutting an estimated $3.86M.
- 33 institutional investors held Inspire 100 ETF (BIBL) as of Q4 2019, up from 29 in Q3 2019.
- Funds reported $51M of Inspire 100 ETF stock for Q4 2019, up 6.5% quarter-over-quarter.
- 8 funds opened new Inspire 100 ETF positions in Q4 2019 and 4 closed out, a net change of +4 holders.
- The largest Inspire 100 ETF buyer in Q4 2019 was OneAscent Financial Services, an estimated $927K added.
- The largest Inspire 100 ETF seller in Q4 2019 was Faithward Advisors, an estimated $3.86M sold.
Based on aggregated 13F filings for Q4 2019.