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Inspire Corporate Bond ETF

88 hedge funds and large institutions have $289M invested in Inspire Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

10% more funds holding

Funds holding: 8088 (+8)

3.6% more ownership

Funds ownership: 82.66%86.26% (+3.6%)

3% more capital invested

Capital invested by funds: $281M → $289M (+$8.46M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.16%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
40
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
51
LifeGuide Financial Advisors
Pennsylvania
$391K -$18.9K -795 -5%
MFG
52
Merit Financial Group
Georgia
$386K -$51K -2,149 -12%
BTI
53
Blue Trust Inc
Georgia
$374K +$112K +4,721 +42%
SB
54
Strategic Blueprint
Georgia
$355K +$105K +4,426 +41%
IFG
55
Independent Financial Group
California
$352K +$4.87K +205 +1%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$310K +$3.94K +166 +1%
SWM
57
Schwallier Wealth Management
Michigan
$306K +$53.4K +2,251 +21%
HGA
58
Hobbs Group Advisors
South Carolina
$303K -$78.7K -3,315 -20%
MML Investors Services
59
MML Investors Services
Massachusetts
$297K -$26.9K -1,134 -8%
FFN
60
Focus Financial Network
Minnesota
$282K +$285K +12,016 New
CWP
61
Cyndeo Wealth Partners
Florida
$273K +$47 +2 +0%
PI
62
PFG Investments
New York
$259K +$6.93K +292 +3%
TF
63
Trek Financial
Arizona
$234K -$83.4K -3,515 -26%
AWS
64
Atria Wealth Solutions
New York
$230K +$5.39K +227 +2%
Betterment LLC
65
Betterment LLC
New York
$217K +$6.79K +286 +3%
MFWP
66
Mosaic Family Wealth Partners
Missouri
$203K +$205K +8,650 New
DADC
67
D.A. Davidson & Co
Montana
$200K -$16K -676 -7%
T
68
Transce3nd
Texas
$195K +$197K +8,318 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$163K +$14.3K +601 +10%
CAM
70
Clarity Asset Management
Iowa
$114K +$1.97K +83 +2%
HI
71
Harbour Investments
Wisconsin
$107K -$2.68K -113 -2%
CFGS
72
Concourse Financial Group Securities
Alabama
$65.9K +$50.5K +2,128 +316%
TCG
73
Transcendent Capital Group
Oklahoma
$38.4K +$31.4K +1,325 +423%
MCM
74
MAI Capital Management
Ohio
$38.4K +$38.9K +1,638 New
AIP
75
Ameritas Investment Partners
Nebraska
$33.9K -$261 -11 -0.8%

IBD Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2024, worth a combined $289M — up 3% from $281M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBD positions and 8 closed out — a net gain of 9 holders — while 40 added to existing stakes and 26 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $11.3M. The largest seller was Atria Investments, cutting an estimated $16.9M.

  • 88 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $289M of Inspire Corporate Bond ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 17 funds opened new Inspire Corporate Bond ETF positions in Q4 2024 and 8 closed out, a net change of +9 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $11.3M added.
  • The largest Inspire Corporate Bond ETF seller in Q4 2024 was Atria Investments, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2024.