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Inspire Corporate Bond ETF
IBD

51 hedge funds and large institutions have $236M invested in Inspire Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $213M → $236M (+$22.4M)

0.83% more ownership

Funds ownership: 89.59% → 90.42% (+0.83%)

0% more funds holding

Funds holding: 51 → 51 (0)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
6
Increased
28
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Inspire Advisors
Idaho
+$11.8M
2
Jane Street
Jane Street
New York
+$10.8M
3
CFD
Creative Financial Designs
Indiana
+$4.27M
4
LI
LVZ Inc
Michigan
+$1.85M
5
SOS
Silver Oak Securities
Tennessee
+$1.24M

Top Sellers

1
II
Inspire Investing
Idaho
-$2.92M
2
FA
Faithward Advisors
Pennsylvania
-$2.74M
3
VFA
Values First Advisors
Tennessee
-$1.6M
4
CW
CreativeOne Wealth
Kansas
-$458K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$325K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$562K +$275K +11,826 +95%
MSCM
27
McElhenny Sheffield Capital Management
Texas
$543K +$281K +12,072 +105%
OMC
28
Old Mission Capital
Illinois
$515K +$519K +22,321 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$515K +$103K +4,420 +25%
FAIM
30
Financial Advocates Investment Management
Washington
$512K -$13.9K -600 -3%
SS
31
Simplicity Solutions
Minnesota
$487K +$226K +9,701 +85%
CWP
32
Cyndeo Wealth Partners
Florida
$349K +$9.81K +422 +3%
MML Investors Services
33
MML Investors Services
Massachusetts
$312K -$5.28K -227 -2%
TA
34
TrueWealth Advisors
Alabama
$306K +$12.5K +539 +4%
LSIA
35
LaSalle St. Investment Advisors
Illinois
$305K +$55.2K +2,375 +22%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$289K -$2.91K -125 -1%
ACG
37
Allen Capital Group
Nebraska
$259K – – –
GI
38
Gradient Investments
Minnesota
$130K -$10.7K -459 -8%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$117K – – –
EWA
40
EverSource Wealth Advisors
Alabama
$66.4K -$25.8K -1,111 -28%
OLVIG
41
Oliver Lagore Vanvalin Investment Group
Michigan
$57.2K +$57.6K +2,478 New
Morgan Stanley
42
Morgan Stanley
New York
$46.3K +$139 +6 +0.3%
CFGS
43
Concourse Financial Group Securities
Alabama
$39K +$39.3K +1,690 New
AIP
44
Ameritas Investment Partners
Nebraska
$29.2K +$22.9K +985 +354%
VFA
45
Values First Advisors
Tennessee
$23.5K -$1.6M -69,036 -99%
HI
46
Harbour Investments
Wisconsin
$9.73K +$8.95K +385 +1,041%
HI
47
Horizon Investments
North Carolina
$1.7K – – –
GEA
48
Glen Eagle Advisors
New Jersey
$1.51K +$23 +1 +2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.5K +$1.51K +65 New
UBS Group
50
UBS Group
Switzerland
$300 +$302 +13 New
1
2
3

IBD Hedge Fund Activity: Q2 2023 in Review

51 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q2 2023, worth a combined $236M — up 10% from $213M a quarter earlier.

Fund positioning in IBD was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 28 added to existing stakes and 14 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $11.8M. The largest seller was Inspire Investing, cutting an estimated $2.92M.

  • 51 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $236M of Inspire Corporate Bond ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 6 funds opened new Inspire Corporate Bond ETF positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q2 2023 was Inspire Advisors, an estimated $11.8M added.
  • The largest Inspire Corporate Bond ETF seller in Q2 2023 was Inspire Investing, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2023.