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Inspire Corporate Bond ETF
IBD

39 hedge funds and large institutions have $169M invested in Inspire Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $137M → $169M (+$32M)

3% more funds holding

Funds holding: 38 → 39 (+1)

0.93% more ownership

Funds ownership: 81.66% → 82.59% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
7
Increased
22
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Faithward Advisors
Pennsylvania
+$11.9M
2
IA
Inspire Advisors
Idaho
+$4.49M
3
CW
CreativeOne Wealth
Kansas
+$3.78M
4
Jane Street
Jane Street
New York
+$2.49M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.89M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$223K
2
CFD
Creative Financial Designs
Indiana
-$223K
3
CAM
Concorde Asset Management
Michigan
-$206K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$132K
5
LPL Financial
LPL Financial
California
-$92.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$428K -$223K -8,532 -34%
B
27
Bailard
California
$426K +$141K +5,410 +50%
SS
28
Simplicity Solutions
Minnesota
$330K +$328K +12,565 New
NFG
29
Next Financial Group
Texas
$279K +$29.3K +1,122 +12%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$259K +$257K +9,846 New
HIS
31
Harvest Investment Services
Illinois
$253K -$39.5K -1,511 -14%
ACG
32
Allen Capital Group
Nebraska
$235K +$233K +8,925 New
HI
33
Harbour Investments
Wisconsin
$101K +$1.93K +74 +2%
SB
34
Strategic Blueprint
Georgia
$56K +$55.2K +2,112 New
JIR
35
James Investment Research
Ohio
$35K -$993 -38 -3%
WQ
36
Wealth Quarterback
New Jersey
$13K +$12.7K +487 New
ADL
37
Asset Dedication LLC
California
$9K +$9.2K +352 New
AIP
38
Ameritas Investment Partners
Nebraska
$4K – – –
GEA
39
Glen Eagle Advisors
New Jersey
$1.19K – – –
CAM
40
Concorde Asset Management
Michigan
– -$206K -7,999 Closed
WAP
41
Wealthcare Advisory Partners
Pennsylvania
– -$132K -5,121 Closed
SCM
42
SevenOneSeven Capital Management
Pennsylvania
– -$92K -3,537 Closed
Wells Fargo
43
Wells Fargo
California
– -$26 -1 Closed
1
2

IBD Hedge Fund Activity: Q2 2021 in Review

39 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q2 2021, worth a combined $169M — up 23% from $137M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBD positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Faithward Advisors, adding an estimated $11.9M. The largest seller was Avantax Advisory Services, cutting an estimated $223K.

  • 39 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q2 2021, up from 38 in Q1 2021.
  • Funds reported $169M of Inspire Corporate Bond ETF stock for Q2 2021, up 23% quarter-over-quarter.
  • 7 funds opened new Inspire Corporate Bond ETF positions in Q2 2021 and 4 closed out, a net change of +3 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q2 2021 was Faithward Advisors, an estimated $11.9M added.
  • The largest Inspire Corporate Bond ETF seller in Q2 2021 was Avantax Advisory Services, an estimated $223K sold.

Based on aggregated 13F filings for Q2 2021.