Inspire Corporate Bond ETF
IBD
51 hedge funds and large institutions have $203M invested in Inspire Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 10 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
2% less funds holding
Funds holding: 52 → 51 (-1)
4.72% less ownership
Funds ownership: 97.41% → 92.69% (-4.7%)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
23% less capital invested
Capital invested by funds: $264M → $203M (-$61.3M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$4.24M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$1.61M |
| 3 |
Jane Street
New York
|
+$1.12M |
| 4 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$863K |
| 5 |
KP
Keel Point
Huntsville,
Alabama
|
+$567K |
Top Sellers
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$42.8M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$15.4M |
| 3 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$7.72M |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$7.09M |
| 5 |
Goldman Sachs
New York
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
51
NewEdge Advisors
New Orleans,
Louisiana
| $14 | +$13.7K | +600 | New |
|
|
AI
52
Atria Investments
Charlotte,
North Carolina
| – | -$15.4M | -681,500 | Closed |
|
|
OWM
53
OneAscent Wealth Management
Birmingham,
Alabama
| – | -$7.72M | -340,585 | Closed |
|
|
OFS
54
OneAscent Financial Services
Birmingham,
Alabama
| – | -$7.09M | -313,114 | Closed |
|
|
55
Goldman Sachs
New York
| – | -$1.19M | -52,447 | Closed |
|
56
Citadel Advisors
Miami,
Florida
| – | -$260K | -11,499 | Closed |
|
|
B
57
Bailard
Foster City,
California
| – | -$236K | -10,431 | Closed |
|
58
UBS Group
Zurich,
Switzerland
| – | -$71K | -3,154 | Closed |
|
|
ACM
59
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$70.7K | -3,122 | Closed |
|
|
ADL
60
Asset Dedication LLC
San Francisco,
California
| – | -$9K | -382 | Closed |
|
|
AIP
61
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$4K | -188 | Closed |
|
IBD Hedge Fund Activity: Q4 2022 in Review
51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2022, worth a combined $203M — down 23% from $264M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IBD and 9 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 21 added.
The largest buyer was Inspire Advisors, adding an estimated $4.24M. The largest seller was Faithward Advisors, cutting an estimated $42.8M.
- 51 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2022, down from 52 in Q3 2022.
- Funds reported $203M of Inspire Corporate Bond ETF stock for Q4 2022, down 23% quarter-over-quarter.
- 9 funds opened new Inspire Corporate Bond ETF positions in Q4 2022 and 10 closed out, a net change of -1 holder.
- The largest Inspire Corporate Bond ETF buyer in Q4 2022 was Inspire Advisors, an estimated $4.24M added.
- The largest Inspire Corporate Bond ETF seller in Q4 2022 was Faithward Advisors, an estimated $42.8M sold.
Based on aggregated 13F filings for Q4 2022.