Inspire Growth ETF
GLRY
11 hedge funds and large institutions have $45.3M invested in Inspire Growth ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
27% more capital invested
Capital invested by funds: $35.6M → $45.3M (+$9.63M)
10% more funds holding
Funds holding: 10 → 11 (+1)
3.51% more ownership
Funds ownership: 83.45% → 86.97% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$8.49M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$229K |
| 3 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$52K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.98K |
| 5 |
Morgan Stanley
New York
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$2.55M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$948K |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$422K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$45.2K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
1
Faithward Advisors
Lancaster,
Pennsylvania
| $33M | -$2.55M | -105,817 | -8% |
|
|
CFD
2
Creative Financial Designs
Kokomo,
Indiana
| $8.97M | +$8.49M | +351,912 | +879,780% |
|
|
SOS
3
Silver Oak Securities
Jackson,
Tennessee
| $1.51M | -$422K | -17,507 | -23% |
|
|
GS
4
GTS Securities
New York
| $989K | +$935K | +38,780 | New |
|
|
IA
5
Inspire Advisors
Meridian,
Idaho
| $470K | +$52K | +2,157 | +13% |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $242K | +$229K | +9,479 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $77.8K | -$1.64K | -68 | -2% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $3.85K | – | – | – |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $2.45K | – | – | – |
|
|
10
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.09K | +$1.98K | +82 | New |
|
|
11
Morgan Stanley
New York
| $25 | +$24 | +1 | New |
|
|
BAM
12
Belpointe Asset Management
Reno,
Nevada
| – | -$948K | -39,299 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$45.2K | -1,872 | Closed |
|
|
14
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$16K | -674 | Closed |
|
GLRY Hedge Fund Activity: Q2 2023 in Review
11 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Inspire Growth ETF (GLRY) for Q2 2023, worth a combined $45.3M — up 27% from $35.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GLRY positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Creative Financial Designs, adding an estimated $8.49M. The largest seller was Faithward Advisors, cutting an estimated $2.55M.
- 11 institutional investors held Inspire Growth ETF (GLRY) as of Q2 2023, up from 10 in Q1 2023.
- Funds reported $45.3M of Inspire Growth ETF stock for Q2 2023, up 27% quarter-over-quarter.
- 4 funds opened new Inspire Growth ETF positions in Q2 2023 and 3 closed out, a net change of +1 holder.
- The largest Inspire Growth ETF buyer in Q2 2023 was Creative Financial Designs, an estimated $8.49M added.
- The largest Inspire Growth ETF seller in Q2 2023 was Faithward Advisors, an estimated $2.55M sold.
Based on aggregated 13F filings for Q2 2023.