We are live on ! Find out more
IBD icon

Inspire Corporate Bond ETF

51 hedge funds and large institutions have $213M invested in Inspire Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $203M → $213M (+$10.5M)

0% more funds holding

Funds holding: 5151 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3.11% less ownership

Funds ownership: 92.69%89.59% (-3.1%)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
7
Increased
26
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$418K +$173K +7,461 +72%
CWP
27
Cyndeo Wealth Partners
Florida
$344K +$8.29K +357 +2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$325K +$322K +13,880 New
MML Investors Services
29
MML Investors Services
Massachusetts
$322K -$13.7K -588 -4%
TA
30
TrueWealth Advisors
Alabama
$298K +$76.3K +3,285 +35%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$296K -$17.3K -746 -6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$293K -$372K -16,026 -56%
AC
33
AIFG Consultants
New York
$269K +$26K +1,120 +11%
MSCM
34
McElhenny Sheffield Capital Management
Texas
$268K +$10.8K +465 +4%
SS
35
Simplicity Solutions
Minnesota
$266K +$264K +11,370 New
ACG
36
Allen Capital Group
Nebraska
$262K +$260K +11,213 New
LSIA
37
LaSalle St. Investment Advisors
Illinois
$253K +$44.1K +1,899 +21%
Jane Street
38
Jane Street
New York
$245K -$3.23M -138,888 -93%
OFS
39
OneAscent Financial Services
Alabama
$227K +$225K +9,688 New
GI
40
Gradient Investments
Minnesota
$143K +$131K +5,646 +1,230%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$119K
ASN
42
Advisory Services Network
Georgia
$94.5K +$79.4K +3,420 +556%
EWA
43
EverSource Wealth Advisors
Alabama
$93.3K -$1.16K -50 -1%
JIR
44
James Investment Research
Ohio
$73K +$58.1K +2,500 +397%
Morgan Stanley
45
Morgan Stanley
New York
$46.8K
AAS
46
Ameritas Advisory Services
Nebraska
$29.1K +$28.9K +1,243 New
AIP
47
Ameritas Investment Partners
Nebraska
$6.51K
HI
48
Horizon Investments
North Carolina
$1.73K +$1.72K +74 New
GEA
49
Glen Eagle Advisors
New Jersey
$1.52K
HI
50
Harbour Investments
Wisconsin
$875

IBD Hedge Fund Activity: Q1 2023 in Review

51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2023, worth a combined $213M — up 5.2% from $203M a quarter earlier.

Fund positioning in IBD was balanced in Q1 2023: 7 funds opened new positions, 7 closed out, 26 added to existing stakes and 13 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $12M. The largest seller was Inspire Investing, cutting an estimated $8.65M.

  • 51 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $213M of Inspire Corporate Bond ETF stock for Q1 2023, up 5.2% quarter-over-quarter.
  • 7 funds opened new Inspire Corporate Bond ETF positions in Q1 2023 and 7 closed out, a net change of 0 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q1 2023 was Inspire Advisors, an estimated $12M added.
  • The largest Inspire Corporate Bond ETF seller in Q1 2023 was Inspire Investing, an estimated $8.65M sold.

Based on aggregated 13F filings for Q1 2023.