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Inspire Fidelis Multi Factor ETF

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1
Inspire Advisors
Idaho
$20.9M +$1.76M +62,643 +9%
PFG
2
PAX Financial Group
Texas
$4.83M -$410K -14,552 -8%
II
3
Inspire Investing
Idaho
$3.77M -$224K -7,939 -6%
OFS
4
OneAscent Financial Services
Alabama
$2.09M -$99.1K -3,521 -5%
FAM
5
Frontier Asset Management
Wyoming
$1.59M +$229K +8,145 +17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$966K +$10.4K +369 +1%
AWM
7
AE Wealth Management
Kansas
$621K +$210K +7,476 +51%
Goldman Sachs
8
Goldman Sachs
New York
$497K +$497K +17,669 New
GS
9
GTS Securities
New York
$491K +$491K +17,453 New
LPL Financial
10
LPL Financial
California
$220K +$220K +7,827 New
CFD
11
Creative Financial Designs
Indiana
$208K +$82.9K +2,945 +66%
CF
12
Centaurus Financial
California
$108K +$108K +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 -$30.5K -1,083 -60%
UBS Group
17
UBS Group
Switzerland
$9.18K +$5.88K +209 +179%
Morgan Stanley
18
Morgan Stanley
New York
$166 +$133 +4 +400%
Citadel Advisors
19
Citadel Advisors
Florida
-$495K -16,791 Closed