Inspire Global Hope ETF
BLES
34 hedge funds and large institutions have $94.3M invested in Inspire Global Hope ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $83.4M → $94.3M (+$10.8M)
3% more funds holding
Funds holding: 33 → 34 (+1)
0.64% more ownership
Funds ownership: 55.7% → 56.34% (+0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$22.8M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$2.27M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.39M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.21M |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$737K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$22.2M |
| 2 |
II
Inspire Investing
Meridian,
Idaho
|
-$2.86M |
| 3 |
Jane Street
New York
|
-$1.58M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$403K |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$314K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
26
Simplicity Solutions
Minneapolis,
Minnesota
| $407K | +$45K | +1,555 | +13% |
|
|
SG
27
StoneX Group
New York
| $224K | -$61.8K | -2,133 | -22% |
|
|
HR
28
Howe & Rusling
Rochester,
New York
| $120K | – | – | – |
|
|
FCM
29
Firestone Capital Management
Coral Gables,
Florida
| $117K | +$111K | +3,839 | New |
|
|
NFG
30
Next Financial Group
Houston,
Texas
| $42K | +$521 | +18 | +1% |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $38K | – | – | – |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| $27K | +$2.69K | +93 | +12% |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $6K | +$58 | +2 | +1% |
|
|
AF
34
Advisornet Financial
Minnetonka,
Minnesota
| $6K | +$5.79K | +200 | New |
|
|
35
Jane Street
New York
| – | -$1.58M | -56,857 | Closed |
|
|
GM
36
GeoWealth Management
Chicago,
Illinois
| – | -$314K | -11,305 | Closed |
|
|
AIC
37
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$14K | -512 | Closed |
|
|
IA
38
IFP Advisors
Tampa,
Florida
| – | -$4.14K | -143 | Closed |
|
BLES Hedge Fund Activity: Q4 2019 in Review
34 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Inspire Global Hope ETF (BLES) for Q4 2019, worth a combined $94.3M — up 13% from $83.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BLES positions and 4 closed out — a net gain of 1 holder — while 19 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $22.8M. The largest seller was Faithward Advisors, cutting an estimated $22.2M.
- 34 institutional investors held Inspire Global Hope ETF (BLES) as of Q4 2019, up from 33 in Q3 2019.
- Funds reported $94.3M of Inspire Global Hope ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 5 funds opened new Inspire Global Hope ETF positions in Q4 2019 and 4 closed out, a net change of +1 holder.
- The largest Inspire Global Hope ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $22.8M added.
- The largest Inspire Global Hope ETF seller in Q4 2019 was Faithward Advisors, an estimated $22.2M sold.
Based on aggregated 13F filings for Q4 2019.