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Inspire Fidelis Multi Factor ETF

22 hedge funds and large institutions have $43.4M invested in Inspire Fidelis Multi Factor ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IA
1
Inspire Advisors
Idaho
$23.2M 730,610 -11,942 -2%
CFD
2
Creative Financial Designs
Indiana
$4.8M 151,123 +143,725 +1,943%
II
3
Inspire Investing
Idaho
$3.87M 121,803 -12,148 -9%
PFG
4
PAX Financial Group
Texas
$3.44M 108,210 -63,300 -37%
OFS
5
OneAscent Financial Services
Alabama
$2.38M 75,055 +858 +1%
FAM
6
Frontier Asset Management
Wyoming
$1.69M 53,367 -2,991 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.13M 35,739 +1,436 +4%
AWM
8
AE Wealth Management
Kansas
$836K 26,325 +4,258 +19%
Goldman Sachs
9
Goldman Sachs
New York
$509K 16,033 -1,636 -9%
LPL Financial
10
LPL Financial
California
$419K 13,185 +5,358 +68%
FAIM
11
Financial Advocates Investment Management
Washington
$244K 7,672 +7,672 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$211K 6,649 +6,649 New
UBS Group
13
UBS Group
Switzerland
$210K 6,619 +6,293 +1,930%
CF
14
Centaurus Financial
California
$121K 3,820
Osaic Holdings
15
Osaic Holdings
Arizona
$97.1K 3,171 +1,602 +102%
PS
16
Principal Securities
Iowa
$71.8K 2,261 -900 -28%
Raymond James Financial
17
Raymond James Financial
Florida
$58.1K 1,830 +1,830 New
EWA
18
EverSource Wealth Advisors
Alabama
$46.3K 1,458
T
19
Transce3nd
Texas
$22.8K 717 +1 +0.1%
AAS
20
Ameritas Advisory Services
Nebraska
$6.41K 202 +202 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$2.67K 84 +84 New
Morgan Stanley
22
Morgan Stanley
New York
$391 12 +7 +140%
GS
23
GTS Securities
New York
-17,453 Closed