Inspire Fidelis Multi Factor ETF
FDLS
15 hedge funds and large institutions have $37.3M invested in Inspire Fidelis Multi Factor ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 5 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
12% more capital invested
Capital invested by funds: $33.4M → $37.3M (+$3.9M)
0.46% more ownership
Funds ownership: 42.67% → 43.13% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less funds holding
Funds holding: 17 → 15 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.21M |
| 2 |
GS
GTS Securities
New York
|
+$727K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$595K |
| 4 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
+$568K |
| 5 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$564K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$1.99M |
| 2 |
PFG
PAX Financial Group
San Antonio,
Texas
|
-$438K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$201K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$6.03K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$1.62K |
FDLS Hedge Fund Activity: Q3 2024 in Review
15 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Inspire Fidelis Multi Factor ETF (FDLS) for Q3 2024, worth a combined $37.3M — up 12% from $33.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FDLS and 3 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 9 added.
The largest buyer was Goldman Sachs, adding an estimated $1.21M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $1.99M sold.
- 15 institutional investors held Inspire Fidelis Multi Factor ETF (FDLS) as of Q3 2024, down from 17 in Q2 2024.
- Funds reported $37.3M of Inspire Fidelis Multi Factor ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 3 funds opened new Inspire Fidelis Multi Factor ETF positions in Q3 2024 and 5 closed out, a net change of -2 holders.
- The largest Inspire Fidelis Multi Factor ETF buyer in Q3 2024 was Goldman Sachs, an estimated $1.21M added.
- The largest Inspire Fidelis Multi Factor ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $1.99M sold.
Based on aggregated 13F filings for Q3 2024.