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Inspire Global Hope ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2833 (+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: 22 (0)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
11
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$34.5M +$34.5M +1,243,263 New
II
2
Inspire Investing
Idaho
$13.4M -$231K -8,338 -2%
CW
3
CreativeOne Wealth
Kansas
$5.94M +$810K +29,174 +16%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.98M -$2.05K -74 -0%
ACM
5
AlphaStar Capital Management
North Carolina
$2.56M +$34.5K +1,244 +1%
SFS
6
Sowell Financial Services
Arkansas
$2.41M +$2.41M +86,813 New
MHS
7
M Holdings Securities
Oregon
$2.27M +$75K +2,700 +3%
AI
8
Atria Investments
North Carolina
$2.01M -$7.33K -264 -0.4%
CFD
9
Creative Financial Designs
Indiana
$1.98M +$46.6K +1,677 +2%
LPL Financial
10
LPL Financial
California
$1.85M +$343K +12,342 +23%
Jane Street
11
Jane Street
New York
$1.58M -$708K -25,497 -31%
KP
12
Keel Point
Alabama
$1.49M -$109K -3,927 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.29M -$39.6K -1,426 -3%
FFN
14
Focus Financial Network
Minnesota
$1.15M -$433K -15,614 -27%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$991K +$46.6K +1,679 +5%
Bank of America
16
Bank of America
North Carolina
$772K -$2.08K -75 -0.3%
LI
17
LVZ Inc
Michigan
$689K +$689K +24,835 New
Citadel Advisors
18
Citadel Advisors
Florida
$490K +$204K +7,337 +71%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$479K
FAIM
20
Financial Advocates Investment Management
Washington
$429K +$429K +15,469 New
SPC
21
Sigma Planning Corp
Michigan
$384K -$13.9K -500 -3%
AWM
22
AE Wealth Management
Kansas
$384K +$33.6K +1,212 +10%
SS
23
Simplicity Solutions
Minnesota
$328K +$31.1K +1,120 +10%
GM
24
GeoWealth Management
Illinois
$314K +$314K +11,305 New
SG
25
StoneX Group
New York
$265K +$263K +9,484 New

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.