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Inspire Fidelis Multi Factor ETF

25 hedge funds and large institutions have $52.8M invested in Inspire Fidelis Multi Factor ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $44.2M → $52.8M (+$8.62M)

9% more funds holding

Funds holding: 2325 (+2)

0.26% more ownership

Funds ownership: 50.15%50.41% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
9
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$25.1M -$437K -13,174 -2%
CFD
2
Creative Financial Designs
Indiana
$5.5M +$211K +6,345 +4%
II
3
Inspire Investing
Idaho
$4.26M +$9.16K +276 +0.2%
PFG
4
PAX Financial Group
Texas
$3.56M -$204K -6,155 -6%
OFS
5
OneAscent Financial Services
Alabama
$2.51M -$109K -3,290 -4%
BAM
6
Belpointe Asset Management
Nevada
$2.39M +$2.28M +68,581 New
FAM
7
Frontier Asset Management
Wyoming
$1.8M -$65K -1,958 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.39M +$138K +4,168 +12%
AWM
9
AE Wealth Management
Kansas
$1.25M +$310K +9,336 +35%
LPL Financial
10
LPL Financial
California
$1.22M +$722K +21,748 +165%
GS
11
GTS Securities
New York
$1M +$955K +28,754 New
SA
12
Sanctuary Advisors
Indiana
$678K -$238K -7,159 -27%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$432K +$190K +5,728 +86%
RWM
14
Revisor Wealth Management
Ohio
$351K +$339K +10,213 New
GWM
15
Geneos Wealth Management
Colorado
$335K +$319K +9,600 New
Citadel Advisors
16
Citadel Advisors
Florida
$317K +$301K +9,077 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$206K +$196K +5,901 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$201K +$192K +5,769 New
CF
19
Centaurus Financial
California
$133K
PS
20
Principal Securities
Iowa
$95.2K +$15.5K +466 +21%
EWA
21
EverSource Wealth Advisors
Alabama
$56.2K +$4.98K +150 +10%
Osaic Holdings
22
Osaic Holdings
Arizona
$22.8K -$59.1K -1,780 -73%
Morgan Stanley
23
Morgan Stanley
New York
$21.2K +$19.8K +596 +4,967%
CAM
24
Clarity Asset Management
Iowa
$14.7K +$14K +422 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.94K

FDLS Hedge Fund Activity: Q3 2025 in Review

25 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Inspire Fidelis Multi Factor ETF (FDLS) for Q3 2025, worth a combined $52.8M — up 20% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDLS positions and 6 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $2.28M. The largest seller was Goldman Sachs, exiting entirely with an estimated $509K sold.

  • 25 institutional investors held Inspire Fidelis Multi Factor ETF (FDLS) as of Q3 2025, up from 23 in Q2 2025.
  • Funds reported $52.8M of Inspire Fidelis Multi Factor ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 8 funds opened new Inspire Fidelis Multi Factor ETF positions in Q3 2025 and 6 closed out, a net change of +2 holders.
  • The largest Inspire Fidelis Multi Factor ETF buyer in Q3 2025 was Belpointe Asset Management, an estimated $2.28M added.
  • The largest Inspire Fidelis Multi Factor ETF seller in Q3 2025 was Goldman Sachs, an estimated $509K sold.

Based on aggregated 13F filings for Q3 2025.