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Inspire Corporate Bond ETF

51 hedge funds and large institutions have $203M invested in Inspire Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

2% less funds holding

Funds holding: 5251 (-1)

4.72% less ownership

Funds ownership: 97.41%92.69% (-4.7%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

23% less capital invested

Capital invested by funds: $264M → $203M (-$61.3M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.82%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
9
Increased
21
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$451K -$167K -7,303 -27%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$408K +$29.8K +1,304 +8%
MFG
28
Merit Financial Group
Georgia
$346K -$1.19K -52 -0.3%
MML Investors Services
29
MML Investors Services
Massachusetts
$331K +$107K +4,675 +48%
CWP
30
Cyndeo Wealth Partners
Florida
$330K +$327K +14,319 New
FHC
31
First Heartland Consultants
Missouri
$326K -$21.9K -961 -6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$308K -$166K -7,272 -35%
LNC
33
Lincoln National Corp
Pennsylvania
$304K -$17K -747 -5%
AWM
34
AE Wealth Management
Kansas
$259K -$73.8K -3,236 -22%
MSCM
35
McElhenny Sheffield Capital Management
Texas
$253K -$19.9K -872 -7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$240K -$140K -6,148 -37%
AC
37
AIFG Consultants
New York
$239K +$237K +10,372 New
TA
38
TrueWealth Advisors
Alabama
$217K +$215K +9,439 New
LSIA
39
LaSalle St. Investment Advisors
Illinois
$205K +$204K +8,940 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$117K
EWA
41
EverSource Wealth Advisors
Alabama
$93K
IA
42
IFP Advisors
Florida
$57K +$15.9K +695 +43%
Morgan Stanley
43
Morgan Stanley
New York
$46.1K
ASN
44
Advisory Services Network
Georgia
$14.2K +$14K +615 New
JIR
45
James Investment Research
Ohio
$14K -$58.8K -2,579 -80%
GI
46
Gradient Investments
Minnesota
$10.6K +$10.5K +459 New
AIP
47
Ameritas Investment Partners
Nebraska
$6.4K +$2.33K +102 +58%
GEA
48
Glen Eagle Advisors
New Jersey
$1.49K +$23 +1 +2%
HI
49
Harbour Investments
Wisconsin
$857 +$844 +37 New
Wells Fargo
50
Wells Fargo
California
$23

IBD Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2022, worth a combined $203M — down 23% from $264M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IBD and 9 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 21 added.

The largest buyer was Inspire Advisors, adding an estimated $4.24M. The largest seller was Faithward Advisors, cutting an estimated $42.8M.

  • 51 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2022, down from 52 in Q3 2022.
  • Funds reported $203M of Inspire Corporate Bond ETF stock for Q4 2022, down 23% quarter-over-quarter.
  • 9 funds opened new Inspire Corporate Bond ETF positions in Q4 2022 and 10 closed out, a net change of -1 holder.
  • The largest Inspire Corporate Bond ETF buyer in Q4 2022 was Inspire Advisors, an estimated $4.24M added.
  • The largest Inspire Corporate Bond ETF seller in Q4 2022 was Faithward Advisors, an estimated $42.8M sold.

Based on aggregated 13F filings for Q4 2022.