Inspire Corporate Bond ETF
IBD
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.
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: 6 → 7 (+1)
13% more funds holding
Funds holding: 71 → 80 (+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%)
Top Buyers
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$23.4M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$10.9M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$2.69M |
| 4 |
JP Morgan Chase
New York
|
+$1.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.39M |
Top Sellers
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$18.7M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$7.33M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$6.99M |
| 4 |
Jane Street
New York
|
-$4.89M |
| 5 |
II
Inspire Investing
Meridian,
Idaho
|
-$3.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCG
76
Transcendent Capital Group
Edmond,
Oklahoma
| $7.54K | +$7.47K | +313 | New |
|
|
IA
77
IFP Advisors
Tampa,
Florida
| $4.86K | +$4.82K | +202 | New |
|
|
HI
78
Horizon Investments
Charlotte,
North Carolina
| $1.78K | – | – | – |
|
79
Morgan Stanley
New York
| $25 | +$24 | +1 | New |
|
80
Fidelity Investments
Boston,
Massachusetts
| $24 | +$24 | +1 | New |
|
81
Wells Fargo
San Francisco,
California
| $2 | -$24 | -1 | Closed |
|
|
OFS
82
OneAscent Financial Services
Birmingham,
Alabama
| – | -$7.33M | -313,432 | Closed |
|
|
OMC
83
Old Mission Capital
Chicago,
Illinois
| – | -$6.99M | -299,765 | Closed |
|
84
Citadel Advisors
Miami,
Florida
| – | -$1.79M | -76,619 | Closed |
|
|
GI
85
Gradient Investments
Arden Hills,
Minnesota
| – | -$185K | -7,922 | Closed |
|
|
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$2.4K | -103 | Closed |
|
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.