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Inspire Fidelis Multi Factor ETF

22 hedge funds and large institutions have $43.4M invested in Inspire Fidelis Multi Factor ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1
Inspire Advisors
Idaho
$23.2M -$379K -11,942 -2%
CFD
2
Creative Financial Designs
Indiana
$4.8M +$4.56M +143,725 +1,943%
II
3
Inspire Investing
Idaho
$3.87M -$386K -12,148 -9%
PFG
4
PAX Financial Group
Texas
$3.44M -$2.01M -63,300 -37%
OFS
5
OneAscent Financial Services
Alabama
$2.38M +$27.2K +858 +1%
FAM
6
Frontier Asset Management
Wyoming
$1.69M -$94.9K -2,991 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.13M +$45.6K +1,436 +4%
AWM
8
AE Wealth Management
Kansas
$836K +$135K +4,258 +19%
Goldman Sachs
9
Goldman Sachs
New York
$509K -$51.9K -1,636 -9%
LPL Financial
10
LPL Financial
California
$419K +$170K +5,358 +68%
FAIM
11
Financial Advocates Investment Management
Washington
$244K +$244K +7,672 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$211K +$211K +6,649 New
UBS Group
13
UBS Group
Switzerland
$210K +$200K +6,293 +1,930%
CF
14
Centaurus Financial
California
$121K
Osaic Holdings
15
Osaic Holdings
Arizona
$97.1K +$49.1K +1,602 +102%
PS
16
Principal Securities
Iowa
$71.8K -$28.6K -900 -28%
Raymond James Financial
17
Raymond James Financial
Florida
$58.1K +$58.1K +1,830 New
EWA
18
EverSource Wealth Advisors
Alabama
$46.3K
T
19
Transce3nd
Texas
$22.8K +$32 +1 +0.1%
AAS
20
Ameritas Advisory Services
Nebraska
$6.41K +$6.41K +202 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$2.67K +$2.67K +84 New
Morgan Stanley
22
Morgan Stanley
New York
$391 +$228 +7 +140%
GS
23
GTS Securities
New York
-$491K -17,453 Closed