Inspire Corporate Bond ETF
IBD
32 hedge funds and large institutions have $99.9M invested in Inspire Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
16.81% more ownership
Funds ownership: 74.3% → 91.11% (+17%)
0% more funds holding
Funds holding: 32 → 32 (0)
3% less capital invested
Capital invested by funds: $103M → $99.9M (-$3.3M)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EDRH
26
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $101K | +$36.6K | +1,439 | +53% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $24K | – | – | – |
|
|
JIR
28
James Investment Research
Alpha,
Ohio
| $20K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $15K | -$711 | -28 | -4% |
|
30
UBS Group
Zurich,
Switzerland
| $14K | +$11.7K | +461 | +412% |
|
|
OPS
31
Orion Portfolio Solutions
Omaha,
Nebraska
| $6K | +$6K | +236 | New |
|
|
AIP
32
Ameritas Investment Partners
Lincoln,
Nebraska
| $4K | +$4.32K | +170 | New |
|
|
SFS
33
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1.03M | -40,040 | Closed |
|
|
AWM
34
AE Wealth Management
Topeka,
Kansas
| – | -$279K | -10,864 | Closed |
|
|
SS
35
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$278K | -10,830 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | -$25 | -1 | Closed |
|
IBD Hedge Fund Activity: Q1 2020 in Review
32 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2020, worth a combined $99.9M — down 3.2% from $103M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBD positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Creative Financial Designs, adding an estimated $6.01M. The largest seller was Inspire Investing, cutting an estimated $11.9M.
- 32 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $99.9M of Inspire Corporate Bond ETF stock for Q1 2020, down 3.2% quarter-over-quarter.
- 6 funds opened new Inspire Corporate Bond ETF positions in Q1 2020 and 4 closed out, a net change of +2 holders.
- The largest Inspire Corporate Bond ETF buyer in Q1 2020 was Creative Financial Designs, an estimated $6.01M added.
- The largest Inspire Corporate Bond ETF seller in Q1 2020 was Inspire Investing, an estimated $11.9M sold.
Based on aggregated 13F filings for Q1 2020.