Inspire Corporate Bond ETF
IBD
51 hedge funds and large institutions have $213M invested in Inspire Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
5% more capital invested
Capital invested by funds: $203M → $213M (+$10.5M)
0% more funds holding
Funds holding: 51 → 51 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
3.11% less ownership
Funds ownership: 92.69% → 89.59% (-3.1%)
Top Buyers
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$12M |
| 2 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
+$2.57M |
| 3 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$1.92M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$893K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$841K |
Top Sellers
| 1 |
II
Inspire Investing
Meridian,
Idaho
|
-$8.65M |
| 2 |
Jane Street
New York
|
-$3.23M |
| 3 |
SG
StoneX Group
New York
|
-$1.02M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$372K |
| 5 |
LPL Financial
San Diego,
California
|
-$367K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Commonwealth Equity Services
Waltham,
Massachusetts
| $647 | +$231K | +9,931 | +56% |
|
52
Wells Fargo
San Francisco,
California
| $4 | -$23 | -1 | Closed |
|
|
SG
53
StoneX Group
New York
| – | -$1.02M | -44,452 | Closed |
|
|
FHC
54
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$326K | -14,130 | Closed |
|
|
LNC
55
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$304K | -13,211 | Closed |
|
|
AWM
56
AE Wealth Management
Topeka,
Kansas
| – | -$259K | -11,224 | Closed |
|
|
IA
57
IFP Advisors
Tampa,
Florida
| – | -$57K | -2,313 | Closed |
|
|
NA
58
NewEdge Advisors
New Orleans,
Louisiana
| – | -$14 | -600 | Closed |
|
IBD Hedge Fund Activity: Q1 2023 in Review
51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2023, worth a combined $213M — up 5.2% from $203M a quarter earlier.
Fund positioning in IBD was balanced in Q1 2023: 7 funds opened new positions, 7 closed out, 26 added to existing stakes and 13 trimmed.
The largest buyer was Inspire Advisors, adding an estimated $12M. The largest seller was Inspire Investing, cutting an estimated $8.65M.
- 51 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $213M of Inspire Corporate Bond ETF stock for Q1 2023, up 5.2% quarter-over-quarter.
- 7 funds opened new Inspire Corporate Bond ETF positions in Q1 2023 and 7 closed out, a net change of 0 holders.
- The largest Inspire Corporate Bond ETF buyer in Q1 2023 was Inspire Advisors, an estimated $12M added.
- The largest Inspire Corporate Bond ETF seller in Q1 2023 was Inspire Investing, an estimated $8.65M sold.
Based on aggregated 13F filings for Q1 2023.