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Inspire 100 ETF

89 hedge funds and large institutions have $165M invested in Inspire 100 ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

95% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 22

14% more funds holding

Funds holding: 7889 (+11)

6% more capital invested

Capital invested by funds: $155M → $165M (+$9.57M)

0.34% more ownership

Funds ownership: 54.7%55.04% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
43
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$1.59M +$57.3K +1,841 +4%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$1.49M -$212K -6,790 -13%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.4M +$77.8K +2,499 +6%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.21M -$66.1K -2,121 -5%
AWM
30
AE Wealth Management
Kansas
$1.12M +$325K +10,437 +44%
SFC
31
Strategic Financial Concepts
Texas
$1.11M -$82.7K -2,654 -7%
GWM
32
Geneos Wealth Management
Colorado
$1.06M +$579K +18,581 +135%
VC
33
Vicus Capital
Pennsylvania
$792K +$148K +4,741 +25%
VFA
34
Values First Advisors
Tennessee
$790K +$84.1K +2,699 +13%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$775K +$46.3K +1,486 +7%
BIP
36
Blueprint Investment Partners
North Carolina
$762K +$299K +9,592 +71%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$677K +$2.52K +81 +0.4%
LFA
38
LifeGuide Financial Advisors
Pennsylvania
$649K +$338K +10,838 +122%
HIS
39
Harvest Investment Services
Illinois
$608K +$575K +18,475 New
SS
40
Sound Stewardship
Kansas
$590K +$215K +6,899 +63%
WDL
41
Well Done LLC
Michigan
$589K
GWP
42
Gateway Wealth Partners
Wisconsin
$549K +$162K +5,213 +45%
Goldman Sachs
43
Goldman Sachs
New York
$546K
SPC
44
Sigma Planning Corp
Michigan
$541K -$130K -4,170 -20%
SB
45
Strategic Blueprint
Georgia
$485K +$32.5K +1,042 +8%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$475K -$538K -17,264 -54%
CM
47
Cornerstone Management
Georgia
$428K
W
48
WorthPointe
California
$390K +$370K +11,872 New
GAM
49
Grandview Asset Management
Pennsylvania
$384K +$100K +3,222 +38%
VFPW
50
Vantage Financial Partners (Wisconsin)
Wisconsin
$381K +$37.2K +1,194 +12%

BIBL Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Inspire 100 ETF (BIBL) for Q2 2023, worth a combined $165M — up 6.2% from $155M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BIBL positions and 2 closed out — a net gain of 11 holders — while 43 added to existing stakes and 22 trimmed.

The largest buyer was Fiduciary Alliance, opening a new position worth an estimated $1.56M. The largest seller was CreativeOne Wealth, cutting an estimated $5.87M.

  • 89 institutional investors held Inspire 100 ETF (BIBL) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $165M of Inspire 100 ETF stock for Q2 2023, up 6.2% quarter-over-quarter.
  • 13 funds opened new Inspire 100 ETF positions in Q2 2023 and 2 closed out, a net change of +11 holders.
  • The largest Inspire 100 ETF buyer in Q2 2023 was Fiduciary Alliance, an estimated $1.56M added.
  • The largest Inspire 100 ETF seller in Q2 2023 was CreativeOne Wealth, an estimated $5.87M sold.

Based on aggregated 13F filings for Q2 2023.