Inspire Fidelis Multi Factor ETF
FDLS
FDLS
18 hedge funds and large institutions have $36.5M invested in Inspire Fidelis Multi Factor ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
2% more capital invested
Capital invested by funds: $35.7M → $36.5M (+$809K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
18
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.76M | |
| 2 | +$497K | |
| 3 | +$491K | |
| 4 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
+$229K |
| 5 |
LPL Financial
San Diego,
California
|
+$220K |
Top Sellers
| 1 | -$495K | |
| 2 | -$410K | |
| 3 | -$224K | |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$99.1K |
| 5 |
T
Transce3nd
Kyle,
Texas
|
-$30.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
Inspire Advisors
Meridian,
Idaho
| $20.9M |
|
|||
|
PFG
2
PAX Financial Group
San Antonio,
Texas
| $4.83M |
|
|||
|
II
3
Inspire Investing
Meridian,
Idaho
| $3.77M |
|
|||
|
OFS
4
OneAscent Financial Services
Birmingham,
Alabama
| $2.09M |
|
|||
|
FAM
5
Frontier Asset Management
Sheridan,
Wyoming
| $1.59M |
|
|||
6
Envestnet Asset Management
Chicago,
Illinois
| $966K |
|
|||
|
AWM
7
AE Wealth Management
Topeka,
Kansas
| $621K |
|
|||
8
Goldman Sachs
New York
| $497K |
|
|||
|
GS
9
GTS Securities
New York
| $491K |
|
|||
|
10
LPL Financial
San Diego,
California
| $220K |
|
|||
|
CFD
11
Creative Financial Designs
Kokomo,
Indiana
| $208K |
|
|||
|
CF
12
Centaurus Financial
Anaheim,
California
| $108K |
|
|||
|
PS
13
Principal Securities
Des Moines,
Iowa
| $93.1K |
|
|||
14
Osaic Holdings
Scottsdale,
Arizona
| $44.2K |
|
|||
|
EWA
15
EverSource Wealth Advisors
Birmingham,
Alabama
| $41K |
|
|||
|
T
16
Transce3nd
Kyle,
Texas
| $20.1K |
|
|||
17
UBS Group
Zurich,
Switzerland
| $9.18K |
|
|||
18
Morgan Stanley
New York
| $166 |
|
|||
19
Citadel Advisors
Miami,
Florida
| – |
|