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Inspire Corporate Bond ETF

54 hedge funds and large institutions have $221M invested in Inspire Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

6% more funds holding

Funds holding: 5154 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4.88% less ownership

Funds ownership: 90.42%85.55% (-4.9%)

6% less capital invested

Capital invested by funds: $236M → $221M (-$15M)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
7
Increased
23
Reduced
19
Closed
4
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
$610K +$107K +4,668 +21%
SOS
27
Silver Oak Securities
Tennessee
$608K -$1.94M -84,296 -76%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$587K +$36.4K +1,584 +7%
AAS
29
Avantax Advisory Services
Texas
$570K +$17K +742 +3%
MSCM
30
McElhenny Sheffield Capital Management
Texas
$538K +$5.05K +220 +0.9%
LSIA
31
LaSalle St. Investment Advisors
Illinois
$528K +$233K +10,143 +77%
FAIM
32
Financial Advocates Investment Management
Washington
$490K -$12K -524 -2%
CWP
33
Cyndeo Wealth Partners
Florida
$383K +$42.2K +1,840 +12%
Citadel Advisors
34
Citadel Advisors
Florida
$374K +$379K +16,527 New
IFG
35
Independent Financial Group
California
$301K +$305K +13,293 New
MML Investors Services
36
MML Investors Services
Massachusetts
$298K -$8.43K -367 -3%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$293K +$180K +7,850 +155%
TA
38
TrueWealth Advisors
Alabama
$290K -$10.1K -442 -3%
LFA
39
LifeGuide Financial Advisors
Pennsylvania
$276K +$280K +12,206 New
SB
40
Strategic Blueprint
Georgia
$266K +$269K +11,729 New
BTI
41
Blue Trust Inc
Georgia
$259K +$258K +11,219 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$258K -$25.1K -1,093 -9%
ACG
43
Allen Capital Group
Nebraska
$252K
GI
44
Gradient Investments
Minnesota
$151K +$23.1K +1,007 +18%
HI
45
Harbour Investments
Wisconsin
$44.2K +$35.1K +1,528 +362%
Morgan Stanley
46
Morgan Stanley
New York
$43.2K -$2.23K -97 -5%
CFGS
47
Concourse Financial Group Securities
Alabama
$38.4K
EWA
48
EverSource Wealth Advisors
Alabama
$34.5K -$31K -1,350 -47%
AIP
49
Ameritas Investment Partners
Nebraska
$28.7K +$138 +6 +0.5%
VFA
50
Values First Advisors
Tennessee
$23K +$46 +2 +0.2%

IBD Hedge Fund Activity: Q3 2023 in Review

54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2023, worth a combined $221M — down 6.4% from $236M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBD positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was PAX Financial Group, adding an estimated $948K. The largest seller was Jane Street, cutting an estimated $8.56M.

  • 54 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2023, up from 51 in Q2 2023.
  • Funds reported $221M of Inspire Corporate Bond ETF stock for Q3 2023, down 6.4% quarter-over-quarter.
  • 7 funds opened new Inspire Corporate Bond ETF positions in Q3 2023 and 4 closed out, a net change of +3 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q3 2023 was PAX Financial Group, an estimated $948K added.
  • The largest Inspire Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $8.56M sold.

Based on aggregated 13F filings for Q3 2023.