Inspire Growth ETF
GLRY
12 hedge funds and large institutions have $37.9M invested in Inspire Growth ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.71% less ownership
Funds ownership: 86.97% → 83.26% (-3.7%)
16% less capital invested
Capital invested by funds: $45.3M → $37.9M (-$7.35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$282K |
| 2 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$59.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$50.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$36.8K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$35.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$3.92M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.52M |
| 3 |
GS
GTS Securities
New York
|
-$629K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.09K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
1
Faithward Advisors
Lancaster,
Pennsylvania
| $27.4M | -$3.92M | -151,531 | -12% |
|
|
CFD
2
Creative Financial Designs
Kokomo,
Indiana
| $8.9M | +$20.1K | +779 | +0.2% |
|
|
IA
3
Inspire Advisors
Meridian,
Idaho
| $523K | +$59.3K | +2,292 | +12% |
|
|
GS
4
GTS Securities
New York
| $365K | -$629K | -24,325 | -63% |
|
|
SAM
5
Synergy Asset Management
Vancouver,
Washington
| $275K | +$282K | +10,892 | New |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $274K | +$35.5K | +1,372 | +14% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $126K | +$50.4K | +1,951 | +64% |
|
|
8
UBS Group
Zurich,
Switzerland
| $35.9K | +$36.8K | +1,422 | New |
|
|
SOS
9
Silver Oak Securities
Jackson,
Tennessee
| $11.2K | -$1.52M | -58,657 | -99% |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $7.27K | +$3.54K | +137 | +91% |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $2.42K | – | – | – |
|
12
Morgan Stanley
New York
| $30 | – | – | – |
|
|
13
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.09K | -82 | Closed |
|
GLRY Hedge Fund Activity: Q3 2023 in Review
12 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Inspire Growth ETF (GLRY) for Q3 2023, worth a combined $37.9M — down 16% from $45.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GLRY positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Synergy Asset Management, opening a new position worth an estimated $282K. The largest seller was Faithward Advisors, cutting an estimated $3.92M.
- 12 institutional investors held Inspire Growth ETF (GLRY) as of Q3 2023, up from 11 in Q2 2023.
- Funds reported $37.9M of Inspire Growth ETF stock for Q3 2023, down 16% quarter-over-quarter.
- 2 funds opened new Inspire Growth ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest Inspire Growth ETF buyer in Q3 2023 was Synergy Asset Management, an estimated $282K added.
- The largest Inspire Growth ETF seller in Q3 2023 was Faithward Advisors, an estimated $3.92M sold.
Based on aggregated 13F filings for Q3 2023.