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Inspire Corporate Bond ETF
IBD

64 hedge funds and large institutions have $210M invested in Inspire Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0% more funds holding

Funds holding: 64 → 64 (0)

1% less capital invested

Capital invested by funds: $213M → $210M (-$2.33M)

3.31% less ownership

Funds ownership: 85.58% → 82.27% (-3.3%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
8
Increased
28
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Inspire Advisors
Idaho
+$5.74M
2
BFS
Bare Financial Services
Pennsylvania
+$5.5M
3
VA
Valmark Advisers
Ohio
+$2.13M
4
CFD
Creative Financial Designs
Indiana
+$1.34M
5
CA
Cetera Advisors
Colorado
+$1.32M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.23M
2
Jane Street
Jane Street
New York
-$2.78M
3
W
WorthPointe
California
-$2.6M
4
SOS
Silver Oak Securities
Tennessee
-$1.76M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
51
Gradient Investments
Minnesota
$186K -$940 -40 -0.5%
HI
52
Harbour Investments
Wisconsin
$46.7K +$259 +11 +0.6%
CFGS
53
Concourse Financial Group Securities
Alabama
$39.8K – – –
AIP
54
Ameritas Investment Partners
Nebraska
$30.3K +$141 +6 +0.5%
PS
55
Principal Securities
Iowa
$19K – – –
NS
56
NBC Securities
Alabama
$15K -$5.41K -230 -25%
VFA
57
Values First Advisors
Tennessee
$13.9K -$2.19K -93 -14%
GEA
58
Glen Eagle Advisors
New Jersey
$8.7K +$7.15K +304 +454%
CA
59
Continuum Advisory
Idaho
$7.95K +$8.02K +341 New
SAM
60
Smartleaf Asset Management
Massachusetts
$4.77K – – –
CAM
61
Clarity Asset Management
Iowa
$3.52K +$24 +1 +0.7%
OLVIG
62
Oliver Lagore Vanvalin Investment Group
Michigan
$2.42K – – –
Morgan Stanley
63
Morgan Stanley
New York
$2.35K +$2.35K +100 New
HI
64
Horizon Investments
North Carolina
$1.73K – – –
Wells Fargo
65
Wells Fargo
California
$2 – – –
W
66
WorthPointe
California
– -$2.6M -110,136 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$1.12M -47,557 Closed
Citadel Advisors
68
Citadel Advisors
Florida
– -$766K -32,480 Closed
AWM
69
AE Wealth Management
Kansas
– -$219K -9,354 Closed
ASN
70
Advisory Services Network
Georgia
– -$112K -4,736 Closed
JP Morgan Chase
71
JP Morgan Chase
New York
– -$59.7K -2,529 Closed
1 2
3

IBD Hedge Fund Activity: Q1 2024 in Review

64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2024, worth a combined $210M — down 1.1% from $213M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBD positions and 6 closed out — a net gain of 2 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $5.74M. The largest seller was Osaic Holdings, cutting an estimated $3.23M.

  • 64 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $210M of Inspire Corporate Bond ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 8 funds opened new Inspire Corporate Bond ETF positions in Q1 2024 and 6 closed out, a net change of +2 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q1 2024 was Inspire Advisors, an estimated $5.74M added.
  • The largest Inspire Corporate Bond ETF seller in Q1 2024 was Osaic Holdings, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2024.