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Inspire Corporate Bond ETF

80 hedge funds and large institutions have $281M invested in Inspire Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more funds holding

Funds holding: 7180 (+9)

4% more capital invested

Capital invested by funds: $271M → $281M (+$10.2M)

4.5% less ownership

Funds ownership: 87.16%82.66% (-4.5%)

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.15%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
35
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
26
Trust Point Inc
Wisconsin
$970K -$283K -11,878 -23%
EWA
27
EverSource Wealth Advisors
Alabama
$852K -$325K -13,642 -28%
TA
28
TrueWealth Advisors
Alabama
$788K +$451K +18,920 +137%
KAS
29
Kestra Advisory Services
Texas
$779K -$4.94K -207 -0.6%
LSIA
30
LaSalle St. Investment Advisors
Illinois
$655K +$32.9K +1,379 +5%
OAS
31
Optivise Advisory Services
Tennessee
$640K +$26.7K +1,119 +4%
KP
32
Keel Point
Alabama
$621K +$191 +8 +0%
AAS
33
Avantax Advisory Services
Texas
$618K +$53.6K +2,247 +10%
AC
34
AIFG Consultants
New York
$590K -$133K -5,584 -19%
SW
35
Simplicity Wealth
New Jersey
$544K +$175K +7,333 +48%
MSCM
36
McElhenny Sheffield Capital Management
Texas
$523K -$33.7K -1,413 -6%
Jane Street
37
Jane Street
New York
$509K -$4.89M -205,057 -91%
ACG
38
Allen Capital Group
Nebraska
$504K +$243K +10,182 +95%
Goldman Sachs
39
Goldman Sachs
New York
$501K +$496K +20,809 New
FAIM
40
Financial Advocates Investment Management
Washington
$486K -$9.49K -398 -2%
GS
41
GTS Securities
New York
$473K +$45.6K +1,910 +11%
BAM
42
Belpointe Asset Management
Nevada
$449K +$24K +1,004 +6%
MFG
43
Merit Financial Group
Georgia
$448K -$21.1K -886 -5%
LFA
44
LifeGuide Financial Advisors
Pennsylvania
$421K +$7.42K +311 +2%
AA
45
Advisory Alpha
Michigan
$407K
HGA
46
Hobbs Group Advisors
South Carolina
$391K -$4.13K -173 -1%
IFG
47
Independent Financial Group
California
$357K -$1.72K -72 -0.5%
FHC
48
First Heartland Consultants
Missouri
$351K +$348K +14,584 New
MML Investors Services
49
MML Investors Services
Massachusetts
$332K +$44K +1,843 +15%
TF
50
Trek Financial
Arizona
$325K +$322K +13,484 New

IBD Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2024, worth a combined $281M — up 3.8% from $271M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBD positions and 6 closed out — a net gain of 9 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Atria Investments, adding an estimated $23.4M. The largest seller was Inspire Advisors, cutting an estimated $18.7M.

  • 80 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2024, up from 71 in Q2 2024.
  • Funds reported $281M of Inspire Corporate Bond ETF stock for Q3 2024, up 3.8% quarter-over-quarter.
  • 15 funds opened new Inspire Corporate Bond ETF positions in Q3 2024 and 6 closed out, a net change of +9 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q3 2024 was Atria Investments, an estimated $23.4M added.
  • The largest Inspire Corporate Bond ETF seller in Q3 2024 was Inspire Advisors, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2024.