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Inspire Corporate Bond ETF
IBD

71 hedge funds and large institutions have $271M invested in Inspire Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

29% more capital invested

Capital invested by funds: $210M → $271M (+$60.2M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

11% more funds holding

Funds holding: 64 → 71 (+7)

4.89% more ownership

Funds ownership: 82.27% → 87.16% (+4.9%)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
11
Increased
31
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Inspire Advisors
Idaho
+$16.4M
2
AI
Atria Investments
North Carolina
+$10.2M
3
II
Inspire Investing
Idaho
+$8.59M
4
OMC
Old Mission Capital
Illinois
+$6.98M
5
OFS
OneAscent Financial Services
Alabama
+$6.73M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.48M
2
CW
CreativeOne Wealth
Kansas
-$1.37M
3
KP
Keel Point
Alabama
-$1.25M
4
BAM
Belpointe Asset Management
Nevada
-$1.04M
5
AWS
Atria Wealth Solutions
New York
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
EverSource Wealth Advisors
Alabama
$1.16M +$885K +37,979 +344%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.07M +$98.8K +4,243 +10%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.03M +$402K +17,267 +64%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$920K +$63.8K +2,740 +7%
Osaic Holdings
30
Osaic Holdings
Arizona
$877K -$1.48M -63,396 -63%
KAS
31
Kestra Advisory Services
Texas
$759K +$758K +32,551 New
AC
32
AIFG Consultants
New York
$702K +$701K +30,098 New
KP
33
Keel Point
Alabama
$616K -$1.25M -53,856 -68%
LSIA
34
LaSalle St. Investment Advisors
Illinois
$603K +$90.2K +3,873 +18%
OAS
35
Optivise Advisory Services
Tennessee
$594K +$593K +25,465 New
AAS
36
Avantax Advisory Services
Texas
$546K +$58.4K +2,508 +12%
MSCM
37
McElhenny Sheffield Capital Management
Texas
$540K -$14.5K -624 -3%
CWP
38
Cyndeo Wealth Partners
Florida
$506K +$31.2K +1,340 +7%
FAIM
39
Financial Advocates Investment Management
Washington
$479K -$839 -36 -0.2%
MFG
40
Merit Financial Group
Georgia
$455K +$349 +15 +0.1%
GS
41
GTS Securities
New York
$413K +$142K +6,096 +52%
BAM
42
Belpointe Asset Management
Nevada
$411K -$1.04M -44,524 -72%
LFA
43
LifeGuide Financial Advisors
Pennsylvania
$400K +$47K +2,019 +13%
AA
44
Advisory Alpha
Michigan
$394K -$13.9K -595 -3%
SOS
45
Silver Oak Securities
Tennessee
$393K -$17.4K -745 -4%
HGA
46
Hobbs Group Advisors
South Carolina
$383K +$383K +16,430 New
SW
47
Simplicity Wealth
New Jersey
$355K +$355K +15,240 New
IFG
48
Independent Financial Group
California
$347K +$9.57K +411 +3%
TA
49
TrueWealth Advisors
Alabama
$322K +$26.3K +1,130 +9%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$305K – – –
1
2
3

IBD Hedge Fund Activity: Q2 2024 in Review

71 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q2 2024, worth a combined $271M — up 29% from $210M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBD positions and 3 closed out — a net gain of 8 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $16.4M. The largest seller was Osaic Holdings, cutting an estimated $1.48M.

  • 71 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $271M of Inspire Corporate Bond ETF stock for Q2 2024, up 29% quarter-over-quarter.
  • 11 funds opened new Inspire Corporate Bond ETF positions in Q2 2024 and 3 closed out, a net change of +8 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q2 2024 was Inspire Advisors, an estimated $16.4M added.
  • The largest Inspire Corporate Bond ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2024.