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Inspire Corporate Bond ETF
IBD

64 hedge funds and large institutions have $210M invested in Inspire Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0% more funds holding

Funds holding: 64 → 64 (0)

1% less capital invested

Capital invested by funds: $213M → $210M (-$2.33M)

3.31% less ownership

Funds ownership: 85.58% → 82.27% (-3.3%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
8
Increased
28
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Inspire Advisors
Idaho
+$5.74M
2
BFS
Bare Financial Services
Pennsylvania
+$5.5M
3
VA
Valmark Advisers
Ohio
+$2.13M
4
CFD
Creative Financial Designs
Indiana
+$1.34M
5
CA
Cetera Advisors
Colorado
+$1.32M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.23M
2
Jane Street
Jane Street
New York
-$2.78M
3
W
WorthPointe
California
-$2.6M
4
SOS
Silver Oak Securities
Tennessee
-$1.76M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$862K +$25.9K +1,102 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$629K -$25.8K -1,096 -4%
OFS
28
OneAscent Financial Services
Alabama
$572K +$239K +10,149 +71%
MSCM
29
McElhenny Sheffield Capital Management
Texas
$558K – – –
LSIA
30
LaSalle St. Investment Advisors
Illinois
$518K – – –
AAS
31
Avantax Advisory Services
Texas
$490K -$4.84K -206 -1%
FAIM
32
Financial Advocates Investment Management
Washington
$484K -$26.4K -1,122 -5%
CWP
33
Cyndeo Wealth Partners
Florida
$478K +$80.6K +3,428 +20%
MFG
34
Merit Financial Group
Georgia
$453K -$86.4K -3,676 -16%
MML Investors Services
35
MML Investors Services
Massachusetts
$420K +$47.7K +2,028 +13%
SOS
36
Silver Oak Securities
Tennessee
$413K -$1.76M -75,069 -81%
AA
37
Advisory Alpha
Michigan
$411K +$52.8K +2,245 +15%
LFA
38
LifeGuide Financial Advisors
Pennsylvania
$355K +$16.2K +688 +5%
IFG
39
Independent Financial Group
California
$340K +$18.7K +797 +6%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$307K – – –
TA
41
TrueWealth Advisors
Alabama
$298K +$4.3K +183 +1%
SB
42
Strategic Blueprint
Georgia
$276K -$1.18K -50 -0.4%
GS
43
GTS Securities
New York
$273K +$273K +11,624 New
DADC
44
D.A. Davidson & Co
Montana
$268K +$268K +11,407 New
BTI
45
Blue Trust Inc
Georgia
$263K – – –
EWA
46
EverSource Wealth Advisors
Alabama
$255K -$2.26K -96 -0.9%
Fisher Asset Management
47
Fisher Asset Management
Washington
$239K +$240K +10,197 New
ACG
48
Allen Capital Group
Nebraska
$234K +$234K +9,951 New
Jane Street
49
Jane Street
New York
$222K -$2.78M -118,240 -93%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$220K +$353 +15 +0.2%
1
2
3

IBD Hedge Fund Activity: Q1 2024 in Review

64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2024, worth a combined $210M — down 1.1% from $213M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBD positions and 6 closed out — a net gain of 2 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $5.74M. The largest seller was Osaic Holdings, cutting an estimated $3.23M.

  • 64 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $210M of Inspire Corporate Bond ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 8 funds opened new Inspire Corporate Bond ETF positions in Q1 2024 and 6 closed out, a net change of +2 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q1 2024 was Inspire Advisors, an estimated $5.74M added.
  • The largest Inspire Corporate Bond ETF seller in Q1 2024 was Osaic Holdings, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2024.