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Inspire Fidelis Multi Factor ETF
FDLS

34 hedge funds and large institutions have $65.5M invested in Inspire Fidelis Multi Factor ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

36% more funds holding

Funds holding: 25 → 34 (+9)

24% more capital invested

Capital invested by funds: $52.8M → $65.5M (+$12.7M)

2.69% more ownership

Funds ownership: 50.41% → 53.1% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
34
Holders Change
+9
Holders Change %
+36%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
15
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEM
Strategic Equity Management
Arizona
+$3.81M
2
MI
Moneywise Inc
Virginia
+$1.64M
3
VA
Valmark Advisers
Ohio
+$1.24M
4
AWM
AE Wealth Management
Kansas
+$770K
5
LPL Financial
LPL Financial
California
+$616K

Top Sellers

1
II
Inspire Investing
Idaho
-$505K
2
Citadel Advisors
Citadel Advisors
Florida
-$317K
3
OFS
OneAscent Financial Services
Alabama
-$170K
4
PS
Principal Securities
Iowa
-$95.2K
5
SA
Sanctuary Advisors
Indiana
-$76.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
Inspire Advisors
Idaho
$25.8M +$190K +5,392 +0.8%
CFD
2
Creative Financial Designs
Indiana
$6.13M +$495K +14,066 +9%
SEM
3
Strategic Equity Management
Arizona
$3.87M +$3.81M +108,411 New
II
4
Inspire Investing
Idaho
$3.85M -$505K -14,356 -12%
PFG
5
PAX Financial Group
Texas
$3.66M +$14.2K +403 +0.4%
BAM
6
Belpointe Asset Management
Nevada
$2.5M +$50.2K +1,426 +2%
OFS
7
OneAscent Financial Services
Alabama
$2.39M -$170K -4,843 -7%
FAM
8
Frontier Asset Management
Wyoming
$2.28M +$435K +12,366 +24%
AWM
9
AE Wealth Management
Kansas
$2.06M +$770K +21,892 +61%
LPL Financial
10
LPL Financial
California
$1.87M +$616K +17,524 +50%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.69M +$258K +7,332 +18%
MI
12
Moneywise Inc
Virginia
$1.67M +$1.64M +46,622 New
GS
13
GTS Securities
New York
$1.29M +$260K +7,385 +26%
VA
14
Valmark Advisers
Ohio
$1.26M +$1.24M +35,272 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$828K +$380K +10,791 +87%
SA
16
Sanctuary Advisors
Indiana
$616K -$76.7K -2,180 -11%
RWM
17
Revisor Wealth Management
Ohio
$540K +$133K +3,789 +37%
Goldman Sachs
18
Goldman Sachs
New York
$539K +$531K +15,089 New
Raymond James Financial
19
Raymond James Financial
Florida
$497K +$489K +13,899 New
GWM
20
Geneos Wealth Management
Colorado
$343K – – –
OAS
21
Optivise Advisory Services
Tennessee
$318K +$313K +8,894 New
SB
22
Strategic Blueprint
Georgia
$270K +$266K +7,557 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$253K +$46.4K +1,319 +23%
ACM
24
Arlington Capital Management
Illinois
$249K +$245K +6,976 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$211K +$317 +9 +0.2%
1
2

FDLS Hedge Fund Activity: Q4 2025 in Review

34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Inspire Fidelis Multi Factor ETF (FDLS) for Q4 2025, worth a combined $65.5M — up 24% from $52.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDLS positions and 3 closed out — a net gain of 9 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Strategic Equity Management, opening a new position worth an estimated $3.81M. The largest seller was Inspire Investing, cutting an estimated $505K.

  • 34 institutional investors held Inspire Fidelis Multi Factor ETF (FDLS) as of Q4 2025, up from 25 in Q3 2025.
  • Funds reported $65.5M of Inspire Fidelis Multi Factor ETF stock for Q4 2025, up 24% quarter-over-quarter.
  • 12 funds opened new Inspire Fidelis Multi Factor ETF positions in Q4 2025 and 3 closed out, a net change of +9 holders.
  • The largest Inspire Fidelis Multi Factor ETF buyer in Q4 2025 was Strategic Equity Management, an estimated $3.81M added.
  • The largest Inspire Fidelis Multi Factor ETF seller in Q4 2025 was Inspire Investing, an estimated $505K sold.

Based on aggregated 13F filings for Q4 2025.