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Inspire 100 ETF

24 hedge funds and large institutions have $35.3M invested in Inspire 100 ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

14% more funds holding

Funds holding: 2124 (+3)

8% more capital invested

Capital invested by funds: $32.5M → $35.3M (+$2.72M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.09% less ownership

Funds ownership: 60.78%57.69% (-3.1%)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
14
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
II
1
Inspire Investing
Idaho
$6.62M -$1.68M -61,282 -20%
CFD
2
Creative Financial Designs
Indiana
$5.15M +$151K +5,491 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.62M +$88.9K +3,245 +2%
CW
4
CreativeOne Wealth
Kansas
$4.25M +$773K +28,218 +23%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.06M +$131K +4,781 +7%
LPL Financial
6
LPL Financial
California
$1.97M +$987K +36,019 +103%
FFN
7
Focus Financial Network
Minnesota
$1.74M +$227K +8,285 +15%
LI
8
LVZ Inc
Michigan
$1.55M +$164K +5,987 +12%
Jane Street
9
Jane Street
New York
$1.22M +$176K +6,436 +17%
OFS
10
OneAscent Financial Services
Alabama
$894K +$884K +32,236 New
AI
11
Atria Investments
North Carolina
$774K +$779K +28,413 New
ACM
12
AlphaStar Capital Management
North Carolina
$623K +$616K +22,463 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$595K +$77.3K +2,822 +15%
FAIM
14
Financial Advocates Investment Management
Washington
$552K +$337K +12,295 +162%
MIAN
15
Mariner Independent Advisor Network
Kansas
$484K +$47.8K +1,744 +11%
Bank of America
16
Bank of America
North Carolina
$443K +$48.3K +1,761 +12%
SPC
17
Sigma Planning Corp
Michigan
$435K +$430K +15,681 New
AWM
18
AE Wealth Management
Kansas
$420K +$415K +15,128 New
SS
19
Simplicity Solutions
Minnesota
$405K +$114K +4,159 +40%
FHC
20
First Heartland Consultants
Missouri
$259K -$19.5K -711 -7%
APA
21
American Portfolios Advisors
New York
$131K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$43K
AG
23
Advisor Group
Arizona
$26K +$20.5K +747 +439%
Morgan Stanley
24
Morgan Stanley
New York
$9K +$9.07K +331 New
IFWM
25
Institute for Wealth Management
Colorado
-$1.62M -59,017 Closed

BIBL Hedge Fund Activity: Q2 2019 in Review

24 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Inspire 100 ETF (BIBL) for Q2 2019, worth a combined $35.3M — up 8.4% from $32.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BIBL positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $987K. The largest seller was Inspire Investing, cutting an estimated $1.68M.

  • 24 institutional investors held Inspire 100 ETF (BIBL) as of Q2 2019, up from 21 in Q1 2019.
  • Funds reported $35.3M of Inspire 100 ETF stock for Q2 2019, up 8.4% quarter-over-quarter.
  • 6 funds opened new Inspire 100 ETF positions in Q2 2019 and 2 closed out, a net change of +4 holders.
  • The largest Inspire 100 ETF buyer in Q2 2019 was LPL Financial, an estimated $987K added.
  • The largest Inspire 100 ETF seller in Q2 2019 was Inspire Investing, an estimated $1.68M sold.

Based on aggregated 13F filings for Q2 2019.