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Inspire Global Hope ETF

58 hedge funds and large institutions have $72.8M invested in Inspire Global Hope ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 5958 (-1)

12.28% less ownership

Funds ownership: 80.87%68.59% (-12%)

50% less capital invested

Capital invested by funds: $144M → $72.8M (-$71.5M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
6
Increased
25
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1
Creative Financial Designs
Indiana
$11.5M +$1.26M +34,061 +12%
LWAM
2
Legacy Wealth Asset Management
Minnesota
$5.63M +$181K +4,916 +3%
LPL Financial
3
LPL Financial
California
$5.05M +$2.28M +61,754 +81%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$5.01M +$377K +10,227 +8%
OFS
5
OneAscent Financial Services
Alabama
$4.2M +$33.5K +907 +0.8%
FAM
6
Frontier Asset Management
Wyoming
$3.83M +$2.33M +63,203 +152%
ACM
7
AlphaStar Capital Management
North Carolina
$3.28M -$384K -10,411 -10%
UBS Group
8
UBS Group
Switzerland
$3.22M +$161K +4,366 +5%
AI
9
Atria Investments
North Carolina
$3.2M -$107K -2,887 -3%
IA
10
Inspire Advisors
Idaho
$2.83M -$45.5M -1,234,285 -94%
BAM
11
Belpointe Asset Management
Nevada
$2.01M +$17.4K +472 +0.9%
FAIM
12
Financial Advocates Investment Management
Washington
$1.99M -$57.5K -1,558 -3%
KP
13
Keel Point
Alabama
$1.79M -$2.86M -77,420 -62%
SB
14
Strategic Blueprint
Georgia
$1.76M +$740K +20,069 +71%
FFN
15
Focus Financial Network
Minnesota
$1.68M -$98.6K -2,673 -6%
RFG
16
Range Financial Group
Oregon
$1.65M -$23.6K -640 -1%
II
17
Inspire Investing
Idaho
$1.48M -$10.7M -289,490 -88%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.4M -$99.9K -2,707 -7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.11M +$652K +17,675 +139%
EWA
20
EverSource Wealth Advisors
Alabama
$819K +$164K +4,453 +26%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$778K +$9.56K +259 +1%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$766K +$413K +11,190 +114%
ANB
23
Amarillo National Bank
Texas
$644K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$576K +$178K +4,826 +44%
SFS
25
Sowell Financial Services
Arkansas
$572K -$765K -20,727 -57%

BLES Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Inspire Global Hope ETF (BLES) for Q2 2024, worth a combined $72.8M — down 50% from $144M a quarter earlier.

Fund positioning in BLES was balanced in Q2 2024: 6 funds opened new positions, 6 closed out, 25 added to existing stakes and 14 trimmed.

The largest buyer was Frontier Asset Management, adding an estimated $2.33M. The largest seller was Inspire Advisors, cutting an estimated $45.5M.

  • 58 institutional investors held Inspire Global Hope ETF (BLES) as of Q2 2024, down from 59 in Q1 2024.
  • Funds reported $72.8M of Inspire Global Hope ETF stock for Q2 2024, down 50% quarter-over-quarter.
  • 6 funds opened new Inspire Global Hope ETF positions in Q2 2024 and 6 closed out, a net change of 0 holders.
  • The largest Inspire Global Hope ETF buyer in Q2 2024 was Frontier Asset Management, an estimated $2.33M added.
  • The largest Inspire Global Hope ETF seller in Q2 2024 was Inspire Advisors, an estimated $45.5M sold.

Based on aggregated 13F filings for Q2 2024.