Inspire Global Hope ETF
BLES
33 hedge funds and large institutions have $83.4M invested in Inspire Global Hope ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
75% more capital invested
Capital invested by funds: $47.8M → $83.4M (+$35.7M)
23.96% more ownership
Funds ownership: 31.74% → 55.7% (+24%)
18% more funds holding
Funds holding: 28 → 33 (+5)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$810K |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$689K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$429K |
| 4 |
LPL Financial
San Diego,
California
|
+$343K |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$2M |
| 2 |
Jane Street
New York
|
-$708K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$434K |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$433K |
| 5 |
II
Inspire Investing
Meridian,
Idaho
|
-$231K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $257K | +$5.78K | +208 | +2% |
|
|
HR
27
Howe & Rusling
Rochester,
New York
| $109K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $38K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $37K | +$37.4K | +1,348 | New |
|
|
AG
30
Advisor Group
Phoenix,
Arizona
| $22K | -$7.52K | -271 | -25% |
|
|
AIC
31
Ameritas Investment Company
Lincoln,
Nebraska
| $14K | +$14.2K | +512 | New |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $5K | +$28 | +1 | +0.5% |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $4K | +$3.97K | +143 | New |
|
|
OFS
34
OneAscent Financial Services
Birmingham,
Alabama
| – | -$2M | -70,941 | Closed |
|
|
MIAN
35
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$434K | -15,394 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | -$28 | -1 | Closed |
|
BLES Hedge Fund Activity: Q3 2019 in Review
33 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Inspire Global Hope ETF (BLES) for Q3 2019, worth a combined $83.4M — up 75% from $47.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BLES positions and 4 closed out — a net gain of 5 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $810K. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $2M sold.
- 33 institutional investors held Inspire Global Hope ETF (BLES) as of Q3 2019, up from 28 in Q2 2019.
- Funds reported $83.4M of Inspire Global Hope ETF stock for Q3 2019, up 75% quarter-over-quarter.
- 9 funds opened new Inspire Global Hope ETF positions in Q3 2019 and 4 closed out, a net change of +5 holders.
- The largest Inspire Global Hope ETF buyer in Q3 2019 was CreativeOne Wealth, an estimated $810K added.
- The largest Inspire Global Hope ETF seller in Q3 2019 was OneAscent Financial Services, an estimated $2M sold.
Based on aggregated 13F filings for Q3 2019.