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Inspire Fidelis Multi Factor ETF

15 hedge funds and large institutions have $35.7M invested in Inspire Fidelis Multi Factor ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
15
Holders Change
Holders Change %
0%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
6
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1
Inspire Advisors
Idaho
$20M +$350K +11,866 +2%
PFG
2
PAX Financial Group
Texas
$5.48M -$233K -7,927 -4%
II
3
Inspire Investing
Idaho
$4.18M +$585K +19,854 +16%
OFS
4
OneAscent Financial Services
Alabama
$2.29M +$2.29M +77,718 New
FAM
5
Frontier Asset Management
Wyoming
$1.42M +$42.9K +1,456 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1,000K +$124K +4,211 +14%
Citadel Advisors
7
Citadel Advisors
Florida
$495K +$495K +16,791 New
AWM
8
AE Wealth Management
Kansas
$430K -$37.1K -1,259 -8%
CFD
9
Creative Financial Designs
Indiana
$131K +$35.8K +1,215 +38%
PS
10
Principal Securities
Iowa
$93.1K +$6.72K +228 +8%
T
11
Transce3nd
Texas
$53K +$53K +1,799 New
Osaic Holdings
12
Osaic Holdings
Arizona
$46.3K +$46.3K +1,569 New
EWA
13
EverSource Wealth Advisors
Alabama
$42.9K
UBS Group
14
UBS Group
Switzerland
$3.45K +$3.45K +117 New
Morgan Stanley
15
Morgan Stanley
New York
$51 +$51 +1 New
Goldman Sachs
16
Goldman Sachs
New York
-$1.67M -53,211 Closed
GS
17
GTS Securities
New York
-$748K -23,807 Closed
FHC
18
First Heartland Consultants
Missouri
-$461K -14,661 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$295K -9,374 Closed
GSEP
20
Golden State Equity Partners
California
-$23.5K -747 Closed
MFS
21
Mattson Financial Services
Michigan
-$6.03K -204 Closed