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Inspire Corporate Bond ETF

41 hedge funds and large institutions have $197M invested in Inspire Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

0.77% more ownership

Funds ownership: 86.14%86.92% (+0.77%)

0% more capital invested

Capital invested by funds: $196M → $197M (+$920K)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 4441 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
24
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$420K +$49.8K +1,922 +13%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$414K +$96.9K +3,742 +30%
B
28
Bailard
California
$345K -$72.5K -2,800 -17%
HIS
29
Harvest Investment Services
Illinois
$342K +$5.39K +208 +2%
MFG
30
Merit Financial Group
Georgia
$294K +$296K +11,433 New
ACG
31
Allen Capital Group
Nebraska
$264K
OMC
32
Old Mission Capital
Illinois
$212K +$213K +8,220 New
EWA
33
EverSource Wealth Advisors
Alabama
$131K +$132K +5,100 New
JIR
34
James Investment Research
Ohio
$59K +$25.2K +974 +73%
ACM
35
Absolute Capital Management
Pennsylvania
$50K +$50.4K +1,944 New
MP
36
McDonald Partners
Ohio
$50K +$50.4K +1,944 New
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$41.4K
ADL
38
Asset Dedication LLC
California
$10K
AIP
39
Ameritas Investment Partners
Nebraska
$4K +$26 +1 +0.6%
GEA
40
Glen Eagle Advisors
New Jersey
$1.17K +$26 +1 +2%
Citadel Advisors
41
Citadel Advisors
Florida
-$3.16M -120,865 Closed
BAM
42
Belpointe Asset Management
Nevada
-$436K -16,667 Closed
OFS
43
OneAscent Financial Services
Alabama
-$367K -14,029 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$344K -13,152 Closed
SS
45
Simplicity Solutions
Minnesota
-$315K -12,041 Closed
HI
46
Harbour Investments
Wisconsin
-$306K -11,717 Closed
UBS Group
47
UBS Group
Switzerland
-$46K -1,772 Closed

IBD Hedge Fund Activity: Q4 2021 in Review

41 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2021, worth a combined $197M — up 0.47% from $196M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IBD and 5 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 24 added.

The largest buyer was Inspire Advisors, adding an estimated $9.24M. The largest seller was Faithward Advisors, cutting an estimated $6.93M.

  • 41 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2021, down from 44 in Q3 2021.
  • Funds reported $197M of Inspire Corporate Bond ETF stock for Q4 2021, up 0.47% quarter-over-quarter.
  • 5 funds opened new Inspire Corporate Bond ETF positions in Q4 2021 and 8 closed out, a net change of -3 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q4 2021 was Inspire Advisors, an estimated $9.24M added.
  • The largest Inspire Corporate Bond ETF seller in Q4 2021 was Faithward Advisors, an estimated $6.93M sold.

Based on aggregated 13F filings for Q4 2021.