Inspire Corporate Bond ETF
IBD
34 hedge funds and large institutions have $127M invested in Inspire Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $105M → $127M (+$22.3M)
6% more funds holding
Funds holding: 32 → 34 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.84% less ownership
Funds ownership: 84.7% → 81.86% (-2.8%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $212K | +$343 | +13 | +0.2% |
|
|
EDRH
27
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $162K | – | – | – |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $115K | +$116K | +4,379 | New |
|
|
JIR
29
James Investment Research
Alpha,
Ohio
| $40K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $36K | +$10.5K | +396 | +40% |
|
31
UBS Group
Zurich,
Switzerland
| $26K | +$26.3K | +996 | New |
|
|
ADL
32
Asset Dedication LLC
San Francisco,
California
| $8K | +$8.24K | +312 | New |
|
|
AIP
33
Ameritas Investment Partners
Lincoln,
Nebraska
| $4K | +$26 | +1 | +0.6% |
|
|
5L
34
55I LLC
Boston,
Massachusetts
| – | -$207K | -7,883 | Closed |
|
|
PAG
35
Private Advisor Group
Morristown,
New Jersey
| – | -$19K | -734 | Closed |
|
|
CAN
36
Cetera Advisor Networks
El Segundo,
California
| – | -$8K | -300 | Closed |
|
|
OPS
37
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$6K | -236 | Closed |
|
IBD Hedge Fund Activity: Q3 2020 in Review
34 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2020, worth a combined $127M — up 21% from $105M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBD positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Faithward Advisors, adding an estimated $14.9M. The largest seller was Creative Financial Designs, cutting an estimated $975K.
- 34 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2020, up from 32 in Q2 2020.
- Funds reported $127M of Inspire Corporate Bond ETF stock for Q3 2020, up 21% quarter-over-quarter.
- 6 funds opened new Inspire Corporate Bond ETF positions in Q3 2020 and 4 closed out, a net change of +2 holders.
- The largest Inspire Corporate Bond ETF buyer in Q3 2020 was Faithward Advisors, an estimated $14.9M added.
- The largest Inspire Corporate Bond ETF seller in Q3 2020 was Creative Financial Designs, an estimated $975K sold.
Based on aggregated 13F filings for Q3 2020.