Inspire Corporate Bond ETF
IBD
29 hedge funds and large institutions have $99M invested in Inspire Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
61% more funds holding
Funds holding: 18 → 29 (+11)
36% more capital invested
Capital invested by funds: $72.8M → $99M (+$26.2M)
15.33% more ownership
Funds ownership: 61.75% → 77.09% (+15%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$4.79M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.29M |
| 3 |
Jane Street
New York
|
+$1.92M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.63M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$650K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Ameritas Investment Company
Lincoln,
Nebraska
| $30K | +$30.1K | +1,171 | New |
|
|
JIR
27
James Investment Research
Alpha,
Ohio
| $29K | – | – | – |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $16K | +$16.1K | +628 | New |
|
|
OFS
29
OneAscent Financial Services
Birmingham,
Alabama
| – | -$16.3M | -635,786 | Closed |
|
30
Wells Fargo
San Francisco,
California
| – | +$26 | +1 | New |
|
IBD Hedge Fund Activity: Q3 2019 in Review
29 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2019, worth a combined $99M — up 36% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBD positions and 1 closed out — a net gain of 11 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $4.79M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $16.3M sold.
- 29 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2019, up from 18 in Q2 2019.
- Funds reported $99M of Inspire Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
- 12 funds opened new Inspire Corporate Bond ETF positions in Q3 2019 and 1 closed out, a net change of +11 holders.
- The largest Inspire Corporate Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $4.79M added.
- The largest Inspire Corporate Bond ETF seller in Q3 2019 was OneAscent Financial Services, an estimated $16.3M sold.
Based on aggregated 13F filings for Q3 2019.