Inspire Corporate Bond ETF
IBD
32 hedge funds and large institutions have $103M invested in Inspire Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more funds holding
Funds holding: 29 → 32 (+3)
4% more capital invested
Capital invested by funds: $99M → $103M (+$4.21M)
2.79% less ownership
Funds ownership: 77.09% → 74.3% (-2.8%)
Top Buyers
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$15.3M |
| 2 |
Jane Street
New York
|
+$2.9M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.13M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$697K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$642K |
Top Sellers
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$11.4M |
| 2 |
JP Morgan Chase
New York
|
-$4.78M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.62M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$459K |
| 5 |
II
Inspire Investing
Meridian,
Idaho
|
-$450K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EDRH
26
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $70K | +$70.1K | +2,722 | New |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $38K | +$2.14K | +83 | +6% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $26K | +$25.7K | +1,000 | New |
|
|
JIR
29
James Investment Research
Alpha,
Ohio
| $22K | -$7.88K | -306 | -27% |
|
|
NFG
30
Next Financial Group
Houston,
Texas
| $16K | +$103 | +4 | +0.6% |
|
31
UBS Group
Zurich,
Switzerland
| $3K | +$2.88K | +112 | New |
|
|
32
JP Morgan Chase
New York
| – | -$4.78M | -186,314 | Closed |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.62M | -63,258 | Closed |
|
|
FTUS
34
Flow Traders U.S.
New York
| – | -$459K | -17,879 | Closed |
|
|
GM
35
GeoWealth Management
Chicago,
Illinois
| – | -$304K | -11,828 | Closed |
|
|
AIC
36
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$30K | -1,171 | Closed |
|
IBD Hedge Fund Activity: Q4 2019 in Review
32 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2019, worth a combined $103M — up 4.3% from $99M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBD positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $15.3M. The largest seller was Faithward Advisors, cutting an estimated $11.4M.
- 32 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2019, up from 29 in Q3 2019.
- Funds reported $103M of Inspire Corporate Bond ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
- 8 funds opened new Inspire Corporate Bond ETF positions in Q4 2019 and 5 closed out, a net change of +3 holders.
- The largest Inspire Corporate Bond ETF buyer in Q4 2019 was OneAscent Financial Services, an estimated $15.3M added.
- The largest Inspire Corporate Bond ETF seller in Q4 2019 was Faithward Advisors, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2019.