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Inspire Corporate Bond ETF

43 hedge funds and large institutions have $196M invested in Inspire Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 6

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 4143 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less capital invested

Capital invested by funds: $197M → $196M (-$446K)

0.31% less ownership

Funds ownership: 86.92%86.61% (-0.31%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
26
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Bailard
California
$369K +$42.8K +1,715 +13%
MFG
27
Merit Financial Group
Georgia
$369K +$92.8K +3,716 +33%
SOS
28
Silver Oak Securities
Tennessee
$353K +$368K +14,713 New
OMC
29
Old Mission Capital
Illinois
$347K +$150K +6,011 +73%
AWM
30
AE Wealth Management
Kansas
$340K -$361K -14,451 -51%
HIS
31
Harvest Investment Services
Illinois
$333K +$8.57K +343 +3%
Citadel Advisors
32
Citadel Advisors
Florida
$299K +$307K +12,270 New
MSCM
33
McElhenny Sheffield Capital Management
Texas
$289K -$279K -11,185 -49%
OFS
34
OneAscent Financial Services
Alabama
$242K +$248K +9,930 New
EWA
35
EverSource Wealth Advisors
Alabama
$111K -$13.9K -558 -11%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$93.3K +$55.4K +2,217 +138%
JIR
37
James Investment Research
Ohio
$62K +$5.82K +233 +10%
Morgan Stanley
38
Morgan Stanley
New York
$49K +$50K +2,000 New
IA
39
IFP Advisors
Florida
$21K +$21.7K +868 New
ADL
40
Asset Dedication LLC
California
$9K
AIP
41
Ameritas Investment Partners
Nebraska
$4K
GEA
42
Glen Eagle Advisors
New Jersey
$1.11K
Jane Street
43
Jane Street
New York
-$1.7M -65,962 Closed
ACG
44
Allen Capital Group
Nebraska
-$264K -10,255 Closed
ACM
45
Absolute Capital Management
Pennsylvania
-$50K -1,944 Closed
MP
46
McDonald Partners
Ohio
-$50K -1,944 Closed
Wells Fargo
47
Wells Fargo
California
-$25 -1 Closed
GWM
48
Geneos Wealth Management
Colorado
+$924 +37 New

IBD Hedge Fund Activity: Q1 2022 in Review

43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2022, worth a combined $196M — down 0.23% from $197M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBD positions and 5 closed out — a net gain of 3 holders — while 26 added to existing stakes and 6 trimmed.

The largest buyer was Inspire Investing, adding an estimated $4.86M. The largest seller was Creative Financial Designs, cutting an estimated $4.71M.

  • 43 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2022, up from 41 in Q4 2021.
  • Funds reported $196M of Inspire Corporate Bond ETF stock for Q1 2022, down 0.23% quarter-over-quarter.
  • 8 funds opened new Inspire Corporate Bond ETF positions in Q1 2022 and 5 closed out, a net change of +3 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q1 2022 was Inspire Investing, an estimated $4.86M added.
  • The largest Inspire Corporate Bond ETF seller in Q1 2022 was Creative Financial Designs, an estimated $4.71M sold.

Based on aggregated 13F filings for Q1 2022.