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Inspire Corporate Bond ETF
IBD

40 hedge funds and large institutions have $189M invested in Inspire Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

49% more capital invested

Capital invested by funds: $127M → $189M (+$61.8M)

27.37% more ownership

Funds ownership: 81.86% → 109.23% (+27%)

18% more funds holding

Funds holding: 34 → 40 (+6)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.71%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
8
Increased
21
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
Atria Investments
North Carolina
+$3.35M
2
CW
CreativeOne Wealth
Kansas
+$3.23M
3
II
Inspire Investing
Idaho
+$1.42M
4
FA
Faithward Advisors
Pennsylvania
+$1.22M
5
Citadel Advisors
Citadel Advisors
Florida
+$580K

Top Sellers

1
OFS
OneAscent Financial Services
Alabama
-$10.7M
2
Jane Street
Jane Street
New York
-$1.01M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$604K
4
EDRH
Edmond de Rothschild Holding
Switzerland
-$162K
5
FAIM
Financial Advocates Investment Management
Washington
-$62.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$364K -$33.3K -1,259 -8%
PFG
27
PAX Financial Group
Texas
$351K +$349K +13,214 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$305K +$53.4K +2,020 +21%
B
29
Bailard
California
$262K +$260K +9,845 New
HIS
30
Harvest Investment Services
Illinois
$214K -$1.03K -39 -0.5%
Bank of America
31
Bank of America
North Carolina
$170K -$43.7K -1,652 -21%
NFG
32
Next Financial Group
Texas
$170K +$53.6K +2,026 +46%
SCM
33
SevenOneSeven Capital Management
Pennsylvania
$48K +$47.7K +1,803 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$38K – – –
JIR
35
James Investment Research
Ohio
$37K -$4.2K -159 -10%
ADL
36
Asset Dedication LLC
California
$9K +$264 +10 +3%
AIP
37
Ameritas Investment Partners
Nebraska
$4K +$26 +1 +0.6%
UBS Group
38
UBS Group
Switzerland
$3K -$23.7K -897 -90%
FFG
39
Fortem Financial Group
California
$3K +$2.59K +98 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$604K -22,962 Closed
EDRH
41
Edmond de Rothschild Holding
Switzerland
– -$162K -6,165 Closed
1
2

IBD Hedge Fund Activity: Q4 2020 in Review

40 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2020, worth a combined $189M — up 49% from $127M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBD positions and 2 closed out — a net gain of 6 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Atria Investments, adding an estimated $3.35M. The largest seller was OneAscent Financial Services, cutting an estimated $10.7M.

  • 40 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2020, up from 34 in Q3 2020.
  • Funds reported $189M of Inspire Corporate Bond ETF stock for Q4 2020, up 49% quarter-over-quarter.
  • 8 funds opened new Inspire Corporate Bond ETF positions in Q4 2020 and 2 closed out, a net change of +6 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q4 2020 was Atria Investments, an estimated $3.35M added.
  • The largest Inspire Corporate Bond ETF seller in Q4 2020 was OneAscent Financial Services, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2020.