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Inspire Global Hope ETF

45 hedge funds and large institutions have $112M invested in Inspire Global Hope ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

14% more capital invested

Capital invested by funds: $98.1M → $112M (+$13.7M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less ownership

Funds ownership: 83.28%81.28% (-2%)

2% less funds holding

Funds holding: 4645 (-1)

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
9
Increased
19
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$30.9M +$1.14M +37,519 +4%
II
2
Inspire Investing
Idaho
$16.9M +$128K +4,195 +0.8%
CFD
3
Creative Financial Designs
Indiana
$10.7M -$1.11M -36,414 -10%
PFG
4
PAX Financial Group
Texas
$7.41M +$47.7K +1,569 +0.7%
P
5
Paradiem
Louisiana
$5.96M
KP
6
Keel Point
Alabama
$5.12M -$728K -23,944 -13%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$4.05M +$122K +4,009 +3%
UBS Group
8
UBS Group
Switzerland
$3.99M -$6.23K -205 -0.2%
ACM
9
AlphaStar Capital Management
North Carolina
$3.41M +$23.8K +784 +0.7%
OFS
10
OneAscent Financial Services
Alabama
$3.39M +$172K +5,668 +6%
AI
11
Atria Investments
North Carolina
$3.33M -$30.7K -1,009 -0.9%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$2.77M -$46.3K -1,524 -2%
FAIM
13
Financial Advocates Investment Management
Washington
$1.74M -$11K -361 -0.6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.69M +$23.2K +764 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.24M -$61 -2 -0%
BAM
16
Belpointe Asset Management
Nevada
$1.05M +$1.02M +33,699 New
FAM
17
Frontier Asset Management
Wyoming
$954K +$111K +3,667 +14%
LPL Financial
18
LPL Financial
California
$803K +$40K +1,315 +5%
FFN
19
Focus Financial Network
Minnesota
$772K +$751K +24,693 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$667K +$32.6K +1,073 +5%
AWS
21
Atria Wealth Solutions
New York
$636K +$68.8K +2,262 +13%
ANB
22
Amarillo National Bank
Texas
$551K +$15.7K +516 +3%
SB
23
Strategic Blueprint
Georgia
$512K +$18.1K +597 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$455K +$91.3K +3,002 +26%
RFG
25
Range Financial Group
Oregon
$403K -$24.6K -810 -6%

BLES Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Inspire Global Hope ETF (BLES) for Q4 2022, worth a combined $112M — up 14% from $98.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BLES positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $1.14M. The largest seller was Creative Financial Designs, cutting an estimated $1.11M.

  • 45 institutional investors held Inspire Global Hope ETF (BLES) as of Q4 2022, down from 46 in Q3 2022.
  • Funds reported $112M of Inspire Global Hope ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 9 funds opened new Inspire Global Hope ETF positions in Q4 2022 and 8 closed out, a net change of +1 holder.
  • The largest Inspire Global Hope ETF buyer in Q4 2022 was Inspire Advisors, an estimated $1.14M added.
  • The largest Inspire Global Hope ETF seller in Q4 2022 was Creative Financial Designs, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2022.