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Inspire Corporate Bond ETF

80 hedge funds and large institutions have $281M invested in Inspire Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more funds holding

Funds holding: 7180 (+9)

4% more capital invested

Capital invested by funds: $271M → $281M (+$10.2M)

4.5% less ownership

Funds ownership: 87.16%82.66% (-4.5%)

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.15%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
35
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$315K
CWP
52
Cyndeo Wealth Partners
Florida
$281K -$240K -10,056 -46%
RA
53
RFG Advisory
Alabama
$268K +$266K +11,149 New
BTI
54
Blue Trust Inc
Georgia
$262K
SWM
55
Schwallier Wealth Management
Michigan
$260K +$257K +10,793 New
PI
56
PFG Investments
New York
$259K +$257K +10,776 New
SB
57
Strategic Blueprint
Georgia
$259K -$22.8K -954 -8%
AWS
58
Atria Wealth Solutions
New York
$232K +$23.6K +991 +12%
AWA
59
Arete Wealth Advisors
Illinois
$231K +$229K +9,601 New
DADC
60
D.A. Davidson & Co
Montana
$222K +$2.43K +102 +1%
Betterment LLC
61
Betterment LLC
New York
$216K +$214K +8,952 New
VA
62
Valmark Advisers
Ohio
$205K -$1.59M -66,657 -89%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$153K -$48.9K -2,051 -24%
CAM
64
Clarity Asset Management
Iowa
$115K +$24 +1 +0%
HI
65
Harbour Investments
Wisconsin
$112K +$63.3K +2,652 +132%
AIP
66
Ameritas Investment Partners
Nebraska
$35.1K +$4.94K +207 +17%
GSEP
67
Golden State Equity Partners
California
$34.6K +$34.3K +1,439 New
PS
68
Principal Securities
Iowa
$26.4K
SAM
69
Smartleaf Asset Management
Massachusetts
$20.8K +$15.8K +662 +326%
CFGS
70
Concourse Financial Group Securities
Alabama
$16.3K -$24.2K -1,016 -60%
VFA
71
Values First Advisors
Tennessee
$15.1K -$2K -84 -12%
DIP
72
DT Investment Partners
Pennsylvania
$9.49K +$9.4K +394 New
GEA
73
Glen Eagle Advisors
New Jersey
$9.11K +$95 +4 +1%
CA
74
Continuum Advisory
Idaho
$8.07K
CAM
75
Creekmur Asset Management
Illinois
$8.02K -$138K -5,782 -95%

IBD Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2024, worth a combined $281M — up 3.8% from $271M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBD positions and 6 closed out — a net gain of 9 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Atria Investments, adding an estimated $23.4M. The largest seller was Inspire Advisors, cutting an estimated $18.7M.

  • 80 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2024, up from 71 in Q2 2024.
  • Funds reported $281M of Inspire Corporate Bond ETF stock for Q3 2024, up 3.8% quarter-over-quarter.
  • 15 funds opened new Inspire Corporate Bond ETF positions in Q3 2024 and 6 closed out, a net change of +9 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q3 2024 was Atria Investments, an estimated $23.4M added.
  • The largest Inspire Corporate Bond ETF seller in Q3 2024 was Inspire Advisors, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2024.