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Inspire 100 ETF

104 hedge funds and large institutions have $238M invested in Inspire 100 ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

16% more capital invested

Capital invested by funds: $205M → $238M (+$33.6M)

5% more funds holding

Funds holding: 99104 (+5)

0.9% more ownership

Funds ownership: 62.27%63.18% (+0.9%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
11
Increased
41
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$49.8M +$631K +17,308 +1%
OFS
2
OneAscent Financial Services
Alabama
$19.4M +$13.2M +363,099 +270%
BFS
3
Bare Financial Services
Pennsylvania
$16.9M +$8.33M +228,548 +98%
CW
4
CreativeOne Wealth
Kansas
$11M +$18.5K +507 +0.2%
LPL Financial
5
LPL Financial
California
$9.77M +$1.03M +28,123 +13%
PFG
6
PAX Financial Group
Texas
$8.5M -$513K -14,084 -6%
SEM
7
Strategic Equity Management
Arizona
$8.19M +$1.83M +50,089 +31%
BSW
8
Buckingham Strategic Wealth
Missouri
$7.83M +$79.7K +2,186 +1%
II
9
Inspire Investing
Idaho
$7.52M -$454K -12,457 -6%
LI
10
LVZ Inc
Michigan
$7.43M +$850K +23,305 +14%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$6.89M +$476K +13,045 +8%
FAIM
12
Financial Advocates Investment Management
Washington
$5.97M +$93.9K +2,575 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.18M -$8.95M -245,520 -65%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.65M +$27.9K +765 +0.6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.83M +$67.3K +1,845 +2%
RWM
16
Revisor Wealth Management
Ohio
$3.51M +$1.38M +37,974 +67%
MI
17
Moneywise Inc
Virginia
$3.15M +$1.6M +43,783 +117%
BAM
18
Belpointe Asset Management
Nevada
$2.76M +$286K +7,834 +12%
AAS
19
Avantax Advisory Services
Texas
$2.72M +$634K +17,401 +33%
EWA
20
EverSource Wealth Advisors
Alabama
$2.54M -$1.47M -40,412 -37%
FA
21
Fiduciary Alliance
South Carolina
$2.53M +$29.2K +800 +1%
TCM
22
TruNorth Capital Management
Michigan
$2.52M +$2.37M +64,889 New
AWS
23
Atria Wealth Solutions
New York
$2.04M +$64.4K +1,766 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.02M +$245K +6,713 +15%
ACM
25
AlphaStar Capital Management
North Carolina
$2M -$108K -2,965 -5%

BIBL Hedge Fund Activity: Q1 2024 in Review

104 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Inspire 100 ETF (BIBL) for Q1 2024, worth a combined $238M — up 16% from $205M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BIBL positions and 6 closed out — a net gain of 5 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $13.2M. The largest seller was Osaic Holdings, cutting an estimated $8.95M.

  • 104 institutional investors held Inspire 100 ETF (BIBL) as of Q1 2024, up from 99 in Q4 2023.
  • Funds reported $238M of Inspire 100 ETF stock for Q1 2024, up 16% quarter-over-quarter.
  • 11 funds opened new Inspire 100 ETF positions in Q1 2024 and 6 closed out, a net change of +5 holders.
  • The largest Inspire 100 ETF buyer in Q1 2024 was OneAscent Financial Services, an estimated $13.2M added.
  • The largest Inspire 100 ETF seller in Q1 2024 was Osaic Holdings, an estimated $8.95M sold.

Based on aggregated 13F filings for Q1 2024.