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Inspire Corporate Bond ETF
IBD

38 hedge funds and large institutions have $137M invested in Inspire Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

5% less funds holding

Funds holding: 40 → 38 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

27% less capital invested

Capital invested by funds: $189M → $137M (-$51.4M)

27.57% less ownership

Funds ownership: 109.23% → 81.66% (-28%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
6
Increased
22
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
II
Inspire Investing
Idaho
+$3.33M
2
CW
CreativeOne Wealth
Kansas
+$2.78M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.46M
4
IA
Inspire Advisors
Idaho
+$1.91M
5
FA
Faithward Advisors
Pennsylvania
+$1.5M

Top Sellers

1
AI
Atria Investments
North Carolina
-$27.8M
2
OWM
OneAscent Wealth Management
Alabama
-$24.6M
3
OFS
OneAscent Financial Services
Alabama
-$11M
4
SS
Simplicity Solutions
Minnesota
-$404K
5
FFN
Focus Financial Network
Minnesota
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$423K +$429K +16,354 New
HIS
27
Harvest Investment Services
Illinois
$289K +$81.7K +3,112 +39%
B
28
Bailard
California
$279K +$25.1K +955 +10%
NFG
29
Next Financial Group
Texas
$246K +$81.5K +3,103 +48%
CAM
30
Concorde Asset Management
Michigan
$206K +$210K +7,999 New
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$132K +$134K +5,121 New
HI
32
Harbour Investments
Wisconsin
$97K +$98.8K +3,764 New
SCM
33
SevenOneSeven Capital Management
Pennsylvania
$92K +$45.5K +1,734 +96%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$70K +$35.1K +1,338 +96%
JIR
35
James Investment Research
Ohio
$35K – – –
AIP
36
Ameritas Investment Partners
Nebraska
$4K – – –
GEA
37
Glen Eagle Advisors
New Jersey
$1.17K +$1.18K +45 New
AI
38
Atria Investments
North Carolina
– -$27.8M -1,043,918 Closed
SS
39
Simplicity Solutions
Minnesota
– -$404K -15,176 Closed
FFN
40
Focus Financial Network
Minnesota
– -$364K -13,689 Closed
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
– -$305K -11,459 Closed
Bank of America
42
Bank of America
North Carolina
– -$170K -6,386 Closed
ADL
43
Asset Dedication LLC
California
– -$9K -322 Closed
UBS Group
44
UBS Group
Switzerland
– -$3K -99 Closed
FFG
45
Fortem Financial Group
California
– -$3K -98 Closed
1
2

IBD Hedge Fund Activity: Q1 2021 in Review

38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2021, worth a combined $137M — down 27% from $189M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IBD and 6 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 22 added.

The largest buyer was Inspire Investing, adding an estimated $3.33M. The largest seller was Atria Investments, exiting entirely with an estimated $27.8M sold.

  • 38 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2021, down from 40 in Q4 2020.
  • Funds reported $137M of Inspire Corporate Bond ETF stock for Q1 2021, down 27% quarter-over-quarter.
  • 6 funds opened new Inspire Corporate Bond ETF positions in Q1 2021 and 8 closed out, a net change of -2 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q1 2021 was Inspire Investing, an estimated $3.33M added.
  • The largest Inspire Corporate Bond ETF seller in Q1 2021 was Atria Investments, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2021.