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Inspire Fidelis Multi Factor ETF

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.

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
9
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1
Inspire Advisors
Idaho
$21M +$581K +18,472 +3%
PFG
2
PAX Financial Group
Texas
$6.1M -$451K -14,355 -7%
II
3
Inspire Investing
Idaho
$3.84M +$116K +3,694 +3%
Goldman Sachs
4
Goldman Sachs
New York
$1.67M +$1.25M +39,756 +295%
FAM
5
Frontier Asset Management
Wyoming
$1.47M +$585K +18,614 +66%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$934K +$613K +19,482 +190%
GS
7
GTS Securities
New York
$748K +$748K +23,807 New
AWM
8
AE Wealth Management
Kansas
$498K +$34K +1,082 +7%
FHC
9
First Heartland Consultants
Missouri
$461K +$5.72K +182 +1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$295K +$46K +1,463 +18%
CFD
11
Creative Financial Designs
Indiana
$102K -$1.67K -53 -2%
PS
12
Principal Securities
Iowa
$92.2K +$77.6K +2,467 +529%
EWA
13
EverSource Wealth Advisors
Alabama
$45.8K +$45.8K +1,458 New
GSEP
14
Golden State Equity Partners
California
$23.5K +$23.5K +747 New
MFS
15
Mattson Financial Services
Michigan
$6.03K
OFS
16
OneAscent Financial Services
Alabama
-$1.99M -67,224 Closed
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
-$201K -6,809 Closed
GI
18
Gradient Investments
Minnesota
-$6.03K -204 Closed
CP
19
Camelot Portfolios
Ohio
-$859 -29 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$35 -1 Closed