Inspire Fidelis Multi Factor ETF
FDLS
34 hedge funds and large institutions have $65.5M invested in Inspire Fidelis Multi Factor ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
36% more funds holding
Funds holding: 25 → 34 (+9)
24% more capital invested
Capital invested by funds: $52.8M → $65.5M (+$12.7M)
2.69% more ownership
Funds ownership: 50.41% → 53.1% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
+$3.81M |
| 2 |
MI
Moneywise Inc
Forest,
Virginia
|
+$1.64M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$1.24M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$770K |
| 5 |
LPL Financial
San Diego,
California
|
+$616K |
Top Sellers
| 1 |
II
Inspire Investing
Meridian,
Idaho
|
-$505K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$317K |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$170K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
-$95.2K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$76.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAN
26
Integrated Advisors Network
Dallas,
Texas
| $200K | +$197K | +5,602 | New |
|
|
CF
27
Centaurus Financial
Anaheim,
California
| $137K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $59.8K | +$35.3K | +1,003 | +149% |
|
|
EWA
29
EverSource Wealth Advisors
Birmingham,
Alabama
| $58.9K | +$1.37K | +39 | +2% |
|
30
Morgan Stanley
New York
| $21.5K | -$246 | -7 | -1% |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5.9K | +$5.8K | +165 | New |
|
|
SOS
32
Silver Oak Securities
Jackson,
Tennessee
| $4.72K | +$4.61K | +131 | New |
|
33
Fidelity Investments
Boston,
Massachusetts
| $1.93K | -$1.05K | -30 | -36% |
|
|
CP
34
Camelot Portfolios
Maumee,
Ohio
| $765 | +$739 | +21 | New |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$317K | -9,077 | Closed |
|
|
PS
36
Principal Securities
Des Moines,
Iowa
| – | -$95.2K | -2,727 | Closed |
|
|
CAM
37
Clarity Asset Management
Ames,
Iowa
| – | -$14.7K | -422 | Closed |
|
FDLS Hedge Fund Activity: Q4 2025 in Review
34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Inspire Fidelis Multi Factor ETF (FDLS) for Q4 2025, worth a combined $65.5M — up 24% from $52.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FDLS positions and 3 closed out — a net gain of 9 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was Strategic Equity Management, opening a new position worth an estimated $3.81M. The largest seller was Inspire Investing, cutting an estimated $505K.
- 34 institutional investors held Inspire Fidelis Multi Factor ETF (FDLS) as of Q4 2025, up from 25 in Q3 2025.
- Funds reported $65.5M of Inspire Fidelis Multi Factor ETF stock for Q4 2025, up 24% quarter-over-quarter.
- 12 funds opened new Inspire Fidelis Multi Factor ETF positions in Q4 2025 and 3 closed out, a net change of +9 holders.
- The largest Inspire Fidelis Multi Factor ETF buyer in Q4 2025 was Strategic Equity Management, an estimated $3.81M added.
- The largest Inspire Fidelis Multi Factor ETF seller in Q4 2025 was Inspire Investing, an estimated $505K sold.
Based on aggregated 13F filings for Q4 2025.