We are live on ! Find out more
IBD icon

Inspire Corporate Bond ETF
IBD

44 hedge funds and large institutions have $196M invested in Inspire Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

16% more capital invested

Capital invested by funds: $169M → $196M (+$26.6M)

13% more funds holding

Funds holding: 39 → 44 (+5)

3.55% more ownership

Funds ownership: 82.59% → 86.14% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
23
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
II
Inspire Investing
Idaho
+$13.8M
2
IA
Inspire Advisors
Idaho
+$10.5M
3
CW
CreativeOne Wealth
Kansas
+$3.71M
4
PFG
PAX Financial Group
Texas
+$1.77M
5
ACM
AlphaStar Capital Management
North Carolina
+$819K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.12M
2
Jane Street
Jane Street
New York
-$1.48M
3
OMC
Old Mission Capital
Illinois
-$1.15M
4
LPL Financial
LPL Financial
California
-$733K
5
AWM
AE Wealth Management
Kansas
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
B
26
Bailard
California
$424K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$376K -$59.3K -2,252 -14%
OFS
28
OneAscent Financial Services
Alabama
$367K +$370K +14,029 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$344K +$347K +13,152 New
HIS
30
Harvest Investment Services
Illinois
$342K +$90.8K +3,447 +36%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$323K +$66.1K +2,508 +25%
SS
32
Simplicity Solutions
Minnesota
$315K -$13.8K -524 -4%
HI
33
Harbour Investments
Wisconsin
$306K +$208K +7,879 +205%
NFG
34
Next Financial Group
Texas
$302K +$24.3K +923 +9%
ACG
35
Allen Capital Group
Nebraska
$268K +$35K +1,330 +15%
RFG
36
Range Financial Group
Oregon
$214K +$215K +8,173 New
UBS Group
37
UBS Group
Switzerland
$46K +$46.7K +1,772 New
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$42.1K +$42.4K +1,610 New
JIR
39
James Investment Research
Ohio
$35K – – –
ADL
40
Asset Dedication LLC
California
$10K +$791 +30 +9%
AIP
41
Ameritas Investment Partners
Nebraska
$4K +$26 +1 +0.6%
GEA
42
Glen Eagle Advisors
New Jersey
$1.18K – – –
OMC
43
Old Mission Capital
Illinois
– -$1.15M -43,756 Closed
SB
44
Strategic Blueprint
Georgia
– -$56K -2,112 Closed
WQ
45
Wealth Quarterback
New Jersey
– -$13K -487 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
– +$26 +1 New
Wells Fargo
47
Wells Fargo
California
– +$26 +1 New
1
2

IBD Hedge Fund Activity: Q3 2021 in Review

44 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2021, worth a combined $196M — up 16% from $169M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBD positions and 3 closed out — a net gain of 5 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Inspire Investing, adding an estimated $13.8M. The largest seller was Citadel Advisors, cutting an estimated $3.12M.

  • 44 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2021, up from 39 in Q2 2021.
  • Funds reported $196M of Inspire Corporate Bond ETF stock for Q3 2021, up 16% quarter-over-quarter.
  • 8 funds opened new Inspire Corporate Bond ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q3 2021 was Inspire Investing, an estimated $13.8M added.
  • The largest Inspire Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $3.12M sold.

Based on aggregated 13F filings for Q3 2021.