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Inspire Global Hope ETF

58 hedge funds and large institutions have $118M invested in Inspire Global Hope ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 5658 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.7% less ownership

Funds ownership: 81.12%80.42% (-0.7%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

6% less capital invested

Capital invested by funds: $125M → $118M (-$6.95M)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
21
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$35.5M +$1.98M +59,284 +6%
CFD
2
Creative Financial Designs
Indiana
$11.1M +$277K +8,304 +2%
PFG
3
PAX Financial Group
Texas
$9.12M +$721K +21,574 +8%
II
4
Inspire Investing
Idaho
$8.82M -$142K -4,250 -2%
P
5
Paradiem
Louisiana
$5.21M -$884K -26,460 -14%
KP
6
Keel Point
Alabama
$5.04M -$27.3K -816 -0.5%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$4.18M +$108K +3,233 +3%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.69M +$632K +18,921 +20%
OFS
9
OneAscent Financial Services
Alabama
$3.09M +$5.38K +161 +0.2%
ACM
10
AlphaStar Capital Management
North Carolina
$2.98M -$162K -4,861 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.64M +$659K +19,742 +31%
AI
12
Atria Investments
North Carolina
$2.64M -$935K -28,003 -25%
BAM
13
Belpointe Asset Management
Nevada
$2.17M -$454K -13,600 -17%
UBS Group
14
UBS Group
Switzerland
$1.84M -$928K -27,786 -32%
FAIM
15
Financial Advocates Investment Management
Washington
$1.82M -$3.91K -117 -0.2%
FAM
16
Frontier Asset Management
Wyoming
$1.42M +$46.9K +1,404 +3%
SFS
17
Sowell Financial Services
Arkansas
$1.37M -$37.3K -1,118 -3%
RFG
18
Range Financial Group
Oregon
$1.36M +$105K +3,139 +8%
LPL Financial
19
LPL Financial
California
$1.34M +$301K +9,000 +27%
FFN
20
Focus Financial Network
Minnesota
$1.25M +$147K +4,390 +13%
OMC
21
Old Mission Capital
Illinois
$1.1M +$230K +6,900 +25%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.02M -$124K -3,712 -10%
SB
23
Strategic Blueprint
Georgia
$889K +$61.6K +1,845 +7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$803K +$46.2K +1,384 +6%
AWS
25
Atria Wealth Solutions
New York
$744K +$21.8K +654 +3%

BLES Hedge Fund Activity: Q3 2023 in Review

58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Inspire Global Hope ETF (BLES) for Q3 2023, worth a combined $118M — down 5.6% from $125M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BLES positions and 3 closed out — a net gain of 2 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $1.98M. The largest seller was GTS Securities, cutting an estimated $2.2M.

  • 58 institutional investors held Inspire Global Hope ETF (BLES) as of Q3 2023, up from 56 in Q2 2023.
  • Funds reported $118M of Inspire Global Hope ETF stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 5 funds opened new Inspire Global Hope ETF positions in Q3 2023 and 3 closed out, a net change of +2 holders.
  • The largest Inspire Global Hope ETF buyer in Q3 2023 was Inspire Advisors, an estimated $1.98M added.
  • The largest Inspire Global Hope ETF seller in Q3 2023 was GTS Securities, an estimated $2.2M sold.

Based on aggregated 13F filings for Q3 2023.