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Inspire Fidelis Multi Factor ETF
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

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

20% more funds holding

Funds holding: 15 → 18 (+3)

4.74% more ownership

Funds ownership: 43.27% → 48.01% (+4.7%)

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
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
7
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
Inspire Advisors
Idaho
+$1.88M
2
Goldman Sachs
Goldman Sachs
New York
+$531K
3
GS
GTS Securities
New York
+$524K
4
FAM
Frontier Asset Management
Wyoming
+$245K
5
LPL Financial
LPL Financial
California
+$235K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$495K
2
PFG
PAX Financial Group
Texas
-$437K
3
II
Inspire Investing
Idaho
-$238K
4
OFS
OneAscent Financial Services
Alabama
-$106K
5
T
Transce3nd
Texas
-$32.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
Inspire Advisors
Idaho
$20.9M +$1.88M +62,643 +9%
PFG
2
PAX Financial Group
Texas
$4.83M -$437K -14,552 -8%
II
3
Inspire Investing
Idaho
$3.77M -$238K -7,939 -6%
OFS
4
OneAscent Financial Services
Alabama
$2.09M -$106K -3,521 -5%
FAM
5
Frontier Asset Management
Wyoming
$1.59M +$245K +8,145 +17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$966K +$11.1K +369 +1%
AWM
7
AE Wealth Management
Kansas
$621K +$225K +7,476 +51%
Goldman Sachs
8
Goldman Sachs
New York
$497K +$531K +17,669 New
GS
9
GTS Securities
New York
$491K +$524K +17,453 New
LPL Financial
10
LPL Financial
California
$220K +$235K +7,827 New
CFD
11
Creative Financial Designs
Indiana
$208K +$88.5K +2,945 +66%
CF
12
Centaurus Financial
California
$108K +$115K +3,820 New
PS
13
Principal Securities
Iowa
$93.1K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$44.2K – – –
EWA
15
EverSource Wealth Advisors
Alabama
$41K – – –
T
16
Transce3nd
Texas
$20.1K -$32.5K -1,083 -60%
UBS Group
17
UBS Group
Switzerland
$9.18K +$6.28K +209 +179%
Morgan Stanley
18
Morgan Stanley
New York
$166 +$120 +4 +400%
Citadel Advisors
19
Citadel Advisors
Florida
– -$495K -16,791 Closed

FDLS Hedge Fund Activity: Q1 2025 in Review

18 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Inspire Fidelis Multi Factor ETF (FDLS) for Q1 2025, worth a combined $36.5M — up 2.3% from $35.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FDLS positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $1.88M. The largest seller was Citadel Advisors, exiting entirely with an estimated $495K sold.

  • 18 institutional investors held Inspire Fidelis Multi Factor ETF (FDLS) as of Q1 2025, up from 15 in Q4 2024.
  • Funds reported $36.5M of Inspire Fidelis Multi Factor ETF stock for Q1 2025, up 2.3% quarter-over-quarter.
  • 4 funds opened new Inspire Fidelis Multi Factor ETF positions in Q1 2025 and 1 closed out, a net change of +3 holders.
  • The largest Inspire Fidelis Multi Factor ETF buyer in Q1 2025 was Inspire Advisors, an estimated $1.88M added.
  • The largest Inspire Fidelis Multi Factor ETF seller in Q1 2025 was Citadel Advisors, an estimated $495K sold.

Based on aggregated 13F filings for Q1 2025.