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Inspire 100 ETF

99 hedge funds and large institutions have $205M invested in Inspire 100 ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

26% more capital invested

Capital invested by funds: $163M → $205M (+$41.9M)

11% more funds holding

Funds holding: 8999 (+10)

4.44% more ownership

Funds ownership: 57.83%62.27% (+4.4%)

Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
1.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
17
Increased
43
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$44.1M +$11.4M +357,091 +39%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.2M -$8M -250,062 -40%
CW
3
CreativeOne Wealth
Kansas
$9.84M +$106K +3,313 +1%
PFG
4
PAX Financial Group
Texas
$8.46M +$124K +3,885 +2%
BFS
5
Bare Financial Services
Pennsylvania
$8.1M +$7.43M +232,123 New
LPL Financial
6
LPL Financial
California
$7.78M +$8.2K +256 +0.1%
II
7
Inspire Investing
Idaho
$7.18M +$1.19M +37,076 +22%
BSW
8
Buckingham Strategic Wealth
Missouri
$6.94M +$2.5K +78 +0%
CFD
9
Creative Financial Designs
Indiana
$6.79M -$262K -8,172 -4%
LI
10
LVZ Inc
Michigan
$5.85M +$61.2K +1,913 +1%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$5.72M +$208K +6,484 +4%
SEM
12
Strategic Equity Management
Arizona
$5.6M +$1.9M +59,435 +59%
FAIM
13
Financial Advocates Investment Management
Washington
$5.27M +$198K +6,198 +4%
OFS
14
OneAscent Financial Services
Alabama
$4.7M +$1.73M +53,969 +67%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.15M +$803K +25,087 +27%
EWA
16
EverSource Wealth Advisors
Alabama
$3.83M +$332K +10,385 +10%
SOS
17
Silver Oak Securities
Tennessee
$3.8M +$3.28M +102,603 +1,600%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.37M -$24.3K -759 -0.8%
KP
19
Keel Point
Alabama
$2.51M +$39.6K +1,237 +2%
AI
20
Atria Investments
North Carolina
$2.31M -$111K -3,476 -5%
FA
21
Fiduciary Alliance
South Carolina
$2.25M +$422K +13,170 +26%
BAM
22
Belpointe Asset Management
Nevada
$2.2M -$134K -4,192 -6%
RWM
23
Revisor Wealth Management
Ohio
$1.97M -$98K -3,061 -5%
FAM
24
Frontier Asset Management
Wyoming
$1.92M +$81.5K +2,545 +5%
ACM
25
AlphaStar Capital Management
North Carolina
$1.9M -$203K -6,338 -10%

BIBL Hedge Fund Activity: Q4 2023 in Review

99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Inspire 100 ETF (BIBL) for Q4 2023, worth a combined $205M — up 26% from $163M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BIBL positions and 7 closed out — a net gain of 10 holders — while 43 added to existing stakes and 29 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $11.4M. The largest seller was Osaic Holdings, cutting an estimated $8M.

  • 99 institutional investors held Inspire 100 ETF (BIBL) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $205M of Inspire 100 ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 17 funds opened new Inspire 100 ETF positions in Q4 2023 and 7 closed out, a net change of +10 holders.
  • The largest Inspire 100 ETF buyer in Q4 2023 was Inspire Advisors, an estimated $11.4M added.
  • The largest Inspire 100 ETF seller in Q4 2023 was Osaic Holdings, an estimated $8M sold.

Based on aggregated 13F filings for Q4 2023.