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Inspire Fidelis Multi Factor ETF

10 hedge funds and large institutions have $33.5M invested in Inspire Fidelis Multi Factor ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
3
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1
Inspire Advisors
Idaho
$19.4M +$2.92M +99,669 +18%
PFG
2
PAX Financial Group
Texas
$6.7M -$8.93K -307 -0.1%
II
3
Inspire Investing
Idaho
$4.73M +$904K +30,830 +24%
BAM
4
Belpointe Asset Management
Nevada
$646K -$37.6K -1,281 -5%
OFS
5
OneAscent Financial Services
Alabama
$624K +$306K +10,435 +96%
GS
6
GTS Securities
New York
$593K -$64K -2,180 -10%
Citadel Advisors
7
Citadel Advisors
Florida
$340K +$340K +11,589 New
AWM
8
AE Wealth Management
Kansas
$237K +$237K +8,174 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$203K -$116K -3,968 -36%
CFD
10
Creative Financial Designs
Indiana
$4.46K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
-$333K -12,533 Closed
UBS Group
12
UBS Group
Switzerland
-$27K -1,017 Closed
Morgan Stanley
13
Morgan Stanley
New York
-$27 -1 Closed