Inspire Corporate Bond ETF
IBD
54 hedge funds and large institutions have $221M invested in Inspire Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
6% more funds holding
Funds holding: 51 → 54 (+3)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4.88% less ownership
Funds ownership: 90.42% → 85.55% (-4.9%)
6% less capital invested
Capital invested by funds: $236M → $221M (-$15M)
Top Buyers
| 1 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$948K |
| 2 |
W
WorthPointe
La Jolla,
California
|
+$944K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$724K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$418K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$379K |
Top Sellers
| 1 |
Jane Street
New York
|
-$8.56M |
| 2 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$2.13M |
| 3 |
II
Inspire Investing
Meridian,
Idaho
|
-$2.11M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.94M |
| 5 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$683K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
51
NBC Securities
Birmingham,
Alabama
| $20K | +$20.5K | +894 | New |
|
|
OLVIG
52
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $2.33K | -$54.5K | -2,375 | -96% |
|
|
HI
53
Horizon Investments
Charlotte,
North Carolina
| $1.67K | – | – | – |
|
|
GEA
54
Glen Eagle Advisors
Kingston,
New Jersey
| $1.49K | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $7 | -$23 | -1 | Closed |
|
|
OMC
56
Old Mission Capital
Chicago,
Illinois
| – | -$515K | -22,321 | Closed |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.5K | -65 | Closed |
|
58
UBS Group
Zurich,
Switzerland
| – | -$300 | -13 | Closed |
|
IBD Hedge Fund Activity: Q3 2023 in Review
54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2023, worth a combined $221M — down 6.4% from $236M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBD positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 19 trimmed.
The largest buyer was PAX Financial Group, adding an estimated $948K. The largest seller was Jane Street, cutting an estimated $8.56M.
- 54 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2023, up from 51 in Q2 2023.
- Funds reported $221M of Inspire Corporate Bond ETF stock for Q3 2023, down 6.4% quarter-over-quarter.
- 7 funds opened new Inspire Corporate Bond ETF positions in Q3 2023 and 4 closed out, a net change of +3 holders.
- The largest Inspire Corporate Bond ETF buyer in Q3 2023 was PAX Financial Group, an estimated $948K added.
- The largest Inspire Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $8.56M sold.
Based on aggregated 13F filings for Q3 2023.