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Inspire Corporate Bond ETF

52 hedge funds and large institutions have $264M invested in Inspire Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

34% more capital invested

Capital invested by funds: $198M → $264M (+$66.7M)

24% more funds holding

Funds holding: 4252 (+10)

9.5% more ownership

Funds ownership: 87.91%97.41% (+9.5%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
13
Increased
17
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$614K -$65.4K -2,787 -9%
SOS
27
Silver Oak Securities
Tennessee
$608K +$173K +7,388 +38%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$604K +$134K +5,724 +27%
AAS
29
Avantax Advisory Services
Texas
$478K -$163K -6,932 -25%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$467K +$51.9K +2,213 +12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$375K +$388K +16,554 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$371K +$108K +4,595 +39%
MFG
33
Merit Financial Group
Georgia
$341K +$1.13K +48 +0.3%
AWM
34
AE Wealth Management
Kansas
$327K -$2.72K -116 -0.8%
LNC
35
Lincoln National Corp
Pennsylvania
$316K -$6.57K -280 -2%
MSCM
36
McElhenny Sheffield Capital Management
Texas
$268K -$94 -4 -0%
Citadel Advisors
37
Citadel Advisors
Florida
$260K -$528K -22,504 -66%
B
38
Bailard
California
$236K +$245K +10,431 New
MML Investors Services
39
MML Investors Services
Massachusetts
$219K +$227K +9,670 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$115K +$119K +5,075 New
EWA
41
EverSource Wealth Advisors
Alabama
$91K
JIR
42
James Investment Research
Ohio
$73K +$11.7K +500 +18%
UBS Group
43
UBS Group
Switzerland
$71K +$74K +3,154 New
ACM
44
Absolute Capital Management
Pennsylvania
$70.7K +$73.2K +3,122 New
Morgan Stanley
45
Morgan Stanley
New York
$45K
IA
46
IFP Advisors
Florida
$40K +$17.6K +750 +86%
ADL
47
Asset Dedication LLC
California
$9K
AIP
48
Almanack Investment Partners
Pennsylvania
$4K +$4.41K +188 New
AIP
49
Ameritas Investment Partners
Nebraska
$3K
GEA
50
Glen Eagle Advisors
New Jersey
$1.45K

IBD Hedge Fund Activity: Q3 2022 in Review

52 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2022, worth a combined $264M — up 34% from $198M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBD positions and 3 closed out — a net gain of 10 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Faithward Advisors, adding an estimated $38.3M. The largest seller was Inspire Investing, cutting an estimated $544K.

  • 52 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2022, up from 42 in Q2 2022.
  • Funds reported $264M of Inspire Corporate Bond ETF stock for Q3 2022, up 34% quarter-over-quarter.
  • 13 funds opened new Inspire Corporate Bond ETF positions in Q3 2022 and 3 closed out, a net change of +10 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q3 2022 was Faithward Advisors, an estimated $38.3M added.
  • The largest Inspire Corporate Bond ETF seller in Q3 2022 was Inspire Investing, an estimated $544K sold.

Based on aggregated 13F filings for Q3 2022.