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Inspire Corporate Bond ETF
IBD

71 hedge funds and large institutions have $271M invested in Inspire Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

29% more capital invested

Capital invested by funds: $210M → $271M (+$60.2M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

11% more funds holding

Funds holding: 64 → 71 (+7)

4.89% more ownership

Funds ownership: 82.27% → 87.16% (+4.9%)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
11
Increased
31
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Inspire Advisors
Idaho
+$16.4M
2
AI
Atria Investments
North Carolina
+$10.2M
3
II
Inspire Investing
Idaho
+$8.59M
4
OMC
Old Mission Capital
Illinois
+$6.98M
5
OFS
OneAscent Financial Services
Alabama
+$6.73M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.48M
2
CW
CreativeOne Wealth
Kansas
-$1.37M
3
KP
Keel Point
Alabama
-$1.25M
4
BAM
Belpointe Asset Management
Nevada
-$1.04M
5
AWS
Atria Wealth Solutions
New York
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$279K -$138K -5,938 -33%
SB
52
Strategic Blueprint
Georgia
$273K -$1.35K -58 -0.5%
BTI
53
Blue Trust Inc
Georgia
$263K – – –
ACG
54
Allen Capital Group
Nebraska
$251K +$18.8K +805 +8%
DADC
55
D.A. Davidson & Co
Montana
$213K -$53.4K -2,291 -20%
AWS
56
Atria Wealth Solutions
New York
$201K -$856K -36,743 -81%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$196K -$23.3K -1,000 -11%
GI
58
Gradient Investments
Minnesota
$185K -$116 -5 -0.1%
CAM
59
Creekmur Asset Management
Illinois
$143K +$142K +6,115 New
CAM
60
Clarity Asset Management
Iowa
$111K +$108K +4,621 +3,081%
HI
61
Harbour Investments
Wisconsin
$46.8K +$466 +20 +1%
CFGS
62
Concourse Financial Group Securities
Alabama
$39.5K – – –
AIP
63
Ameritas Investment Partners
Nebraska
$29.1K -$932 -40 -3%
PS
64
Principal Securities
Iowa
$25.5K +$6.69K +287 +36%
VFA
65
Values First Advisors
Tennessee
$16.6K +$2.73K +117 +20%
GEA
66
Glen Eagle Advisors
New Jersey
$8.73K +$70 +3 +0.8%
CA
67
Continuum Advisory
Idaho
$7.95K – – –
SAM
68
Smartleaf Asset Management
Massachusetts
$4.73K – – –
OLVIG
69
Oliver Lagore Vanvalin Investment Group
Michigan
$2.4K – – –
HI
70
Horizon Investments
North Carolina
$1.72K – – –
Wells Fargo
71
Wells Fargo
California
$12 +$23 +1 New
Fisher Asset Management
72
Fisher Asset Management
Washington
– -$239K -10,197 Closed
NS
73
NBC Securities
Alabama
– -$15K -676 Closed
Morgan Stanley
74
Morgan Stanley
New York
– -$2.35K -100 Closed
1 2
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IBD Hedge Fund Activity: Q2 2024 in Review

71 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q2 2024, worth a combined $271M — up 29% from $210M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBD positions and 3 closed out — a net gain of 8 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $16.4M. The largest seller was Osaic Holdings, cutting an estimated $1.48M.

  • 71 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $271M of Inspire Corporate Bond ETF stock for Q2 2024, up 29% quarter-over-quarter.
  • 11 funds opened new Inspire Corporate Bond ETF positions in Q2 2024 and 3 closed out, a net change of +8 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q2 2024 was Inspire Advisors, an estimated $16.4M added.
  • The largest Inspire Corporate Bond ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2024.