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Inspire 100 ETF

78 hedge funds and large institutions have $155M invested in Inspire 100 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

1% more funds holding

Funds holding: 7778 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

5.73% less ownership

Funds ownership: 60.43%54.7% (-5.7%)

7% less capital invested

Capital invested by funds: $166M → $155M (-$11.2M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
12
Increased
34
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$313K +$148K +4,726 +90%
LFA
52
LifeGuide Financial Advisors
Pennsylvania
$280K +$157 +5 +0.1%
GAM
53
Grandview Asset Management
Pennsylvania
$266K
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$258K
IFG
55
Independent Financial Group
California
$237K +$236K +7,534 New
C
56
CEDRUS
Colorado
$234K
FPGK
57
Financial Partners Group (Kansas)
Kansas
$225K
CWP
58
Cyndeo Wealth Partners
Florida
$216K +$216K +6,875 New
PAG
59
Private Advisor Group
New Jersey
$215K +$214K +6,838 New
UBS Group
60
UBS Group
Switzerland
$143K +$64.4K +2,054 +82%
Morgan Stanley
61
Morgan Stanley
New York
$91.1K
GWSG
62
GPS Wealth Strategies Group
Colorado
$86.8K +$86.6K +2,762 New
NA
63
NewEdge Advisors
Louisiana
$75K -$3.57K -114 -5%
SWM
64
Spire Wealth Management
Virginia
$57.2K -$2.38K -76 -4%
AIP
65
Ameritas Investment Partners
Nebraska
$46.5K +$1.1K +35 +2%
WAS
66
Winch Advisory Services
Wisconsin
$38K
BFEC
67
Benjamin F. Edwards & Company
Missouri
$35K +$2.01K +64 +6%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$31K
ASN
69
Advisory Services Network
Georgia
$28.8K +$8.34K +266 +41%
HI
70
Harbour Investments
Wisconsin
$21.8K +$14.5K +464 +204%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$18K +$17.9K +572 New
NSIM
72
North Star Investment Management
Illinois
$17K
HWA
73
HHM Wealth Advisors
Tennessee
$11.3K
VCM
74
Versant Capital Management
Arizona
$6.63K +$6.62K +211 New
GRP
75
Global Retirement Partners
California
$3.04K +$3.13K +100 New

BIBL Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Inspire 100 ETF (BIBL) for Q1 2023, worth a combined $155M — down 6.7% from $166M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BIBL positions and 11 closed out — a net gain of 1 holder — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $2.32M. The largest seller was Faithward Advisors, cutting an estimated $7.93M.

  • 78 institutional investors held Inspire 100 ETF (BIBL) as of Q1 2023, up from 77 in Q4 2022.
  • Funds reported $155M of Inspire 100 ETF stock for Q1 2023, down 6.7% quarter-over-quarter.
  • 12 funds opened new Inspire 100 ETF positions in Q1 2023 and 11 closed out, a net change of +1 holder.
  • The largest Inspire 100 ETF buyer in Q1 2023 was Inspire Advisors, an estimated $2.32M added.
  • The largest Inspire 100 ETF seller in Q1 2023 was Faithward Advisors, an estimated $7.93M sold.

Based on aggregated 13F filings for Q1 2023.