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Inspire Corporate Bond ETF

42 hedge funds and large institutions have $198M invested in Inspire Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1.31% more ownership

Funds ownership: 86.61%87.91% (+1.3%)

1% more capital invested

Capital invested by funds: $196M → $198M (+$1.16M)

2% less funds holding

Funds holding: 4342 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
4
Increased
20
Reduced
13
Closed
5
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
$431K +$42.3K +1,785 +11%
MFG
27
Merit Financial Group
Georgia
$352K -$3.01K -127 -0.8%
AWM
28
AE Wealth Management
Kansas
$341K +$15.1K +639 +5%
LNC
29
Lincoln National Corp
Pennsylvania
$333K +$337K +14,238 New
HIS
30
Harvest Investment Services
Illinois
$319K
MSCM
31
McElhenny Sheffield Capital Management
Texas
$278K -$213 -9 -0.1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$276K -$104K -4,382 -27%
EWA
33
EverSource Wealth Advisors
Alabama
$94K -$12K -505 -11%
JIR
34
James Investment Research
Ohio
$63K +$4.1K +173 +7%
Morgan Stanley
35
Morgan Stanley
New York
$47K
IA
36
IFP Advisors
Florida
$21K
SCM
37
SevenOneSeven Capital Management
Pennsylvania
$18K +$18.2K +770 New
ADL
38
Asset Dedication LLC
California
$9K
AIP
39
Ameritas Investment Partners
Nebraska
$4K +$24 +1 +0.6%
GEA
40
Glen Eagle Advisors
New Jersey
$1.49K +$427 +18 +39%
Stifel Financial
41
Stifel Financial
Missouri
-$527K -21,615 Closed
B
42
Bailard
California
-$369K -15,125 Closed
OMC
43
Old Mission Capital
Illinois
-$347K -14,231 Closed
OFS
44
OneAscent Financial Services
Alabama
-$242K -9,930 Closed
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
-$93.3K -3,827 Closed
Wells Fargo
46
Wells Fargo
California
+$24 +1 New

IBD Hedge Fund Activity: Q2 2022 in Review

42 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q2 2022, worth a combined $198M — up 0.59% from $196M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IBD and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 20 added.

The largest buyer was Inspire Advisors, adding an estimated $3.92M. The largest seller was CreativeOne Wealth, cutting an estimated $2.39M.

  • 42 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q2 2022, down from 43 in Q1 2022.
  • Funds reported $198M of Inspire Corporate Bond ETF stock for Q2 2022, up 0.59% quarter-over-quarter.
  • 4 funds opened new Inspire Corporate Bond ETF positions in Q2 2022 and 5 closed out, a net change of -1 holder.
  • The largest Inspire Corporate Bond ETF buyer in Q2 2022 was Inspire Advisors, an estimated $3.92M added.
  • The largest Inspire Corporate Bond ETF seller in Q2 2022 was CreativeOne Wealth, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2022.