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Inspire Corporate Bond ETF

88 hedge funds and large institutions have $289M invested in Inspire Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

10% more funds holding

Funds holding: 8088 (+8)

3.6% more ownership

Funds ownership: 82.66%86.26% (+3.6%)

3% more capital invested

Capital invested by funds: $281M → $289M (+$8.46M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.16%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
40
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$1.4M -$10.8K -456 -0.8%
ACM
27
AlphaStar Capital Management
North Carolina
$1.25M +$8.52K +359 +0.7%
Jane Street
28
Jane Street
New York
$1.17M +$678K +28,572 +135%
TPBG
29
Turning Point Benefit Group
Maryland
$1.05M +$1.07M +44,973 New
P
30
Paradiem
Louisiana
$1.03M -$325K -13,709 -24%
TPI
31
Trust Point Inc
Wisconsin
$993K +$48.8K +2,057 +5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$981K +$35.1K +1,478 +4%
TA
33
TrueWealth Advisors
Alabama
$951K +$186K +7,828 +24%
UCFA
34
United Capital Financial Advisors
Texas
$884K +$895K +37,709 New
OFO
35
OneAscent Family Office
Alabama
$833K +$844K +35,554 New
KAS
36
Kestra Advisory Services
Texas
$759K +$546 +23 +0.1%
AF
37
Allworth Financial
California
$745K +$752K +31,690 New
LSIA
38
LaSalle St. Investment Advisors
Illinois
$666K +$28.8K +1,215 +4%
OAS
39
Optivise Advisory Services
Tennessee
$665K +$42.7K +1,798 +7%
KP
40
Keel Point
Alabama
$631K +$27.5K +1,158 +4%
AAS
41
Avantax Advisory Services
Texas
$607K +$5.67K +239 +0.9%
EWA
42
EverSource Wealth Advisors
Alabama
$551K -$282K -11,882 -34%
SG
43
StoneX Group
New York
$529K +$536K +22,589 New
ACG
44
Allen Capital Group
Nebraska
$497K +$5.84K +246 +1%
FAIM
45
Financial Advocates Investment Management
Washington
$447K -$25.9K -1,092 -5%
MSCM
46
McElhenny Sheffield Capital Management
Texas
$439K -$70.7K -2,978 -14%
AC
47
AIFG Consultants
New York
$425K -$151K -6,378 -26%
BAM
48
Belpointe Asset Management
Nevada
$420K -$27.5K -1,158 -6%
AA
49
Advisory Alpha
Michigan
$398K +$2.4K +101 +0.6%
FHC
50
First Heartland Consultants
Missouri
$396K +$54.5K +2,298 +16%

IBD Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2024, worth a combined $289M — up 3% from $281M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBD positions and 8 closed out — a net gain of 9 holders — while 40 added to existing stakes and 26 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $11.3M. The largest seller was Atria Investments, cutting an estimated $16.9M.

  • 88 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $289M of Inspire Corporate Bond ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 17 funds opened new Inspire Corporate Bond ETF positions in Q4 2024 and 8 closed out, a net change of +9 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $11.3M added.
  • The largest Inspire Corporate Bond ETF seller in Q4 2024 was Atria Investments, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2024.