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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
CA
76
Continuum Advisory
Idaho
$30K +$22.3K +939 +275%
PS
77
Principal Securities
Iowa
$25.7K
NWMP
78
Noble Wealth Management PBC
Colorado
$23.4K +$23.7K +1,000 New
Jones Financial Companies
79
Jones Financial Companies
Missouri
$21.2K +$21.5K +904 New
SAM
80
Smartleaf Asset Management
Massachusetts
$15K -$5.41K -228 -26%
DIP
81
DT Investment Partners
Pennsylvania
$9.24K
GEA
82
Glen Eagle Advisors
New Jersey
$9.01K +$142 +6 +2%
VFA
83
Values First Advisors
Tennessee
$6.01K -$8.78K -370 -59%
UBS Group
84
UBS Group
Switzerland
$5.3K +$5.36K +226 New
IA
85
IFP Advisors
Florida
$4.74K
HI
86
Horizon Investments
North Carolina
$1.36K -$380 -16 -22%
Morgan Stanley
87
Morgan Stanley
New York
$41
Fidelity Investments
88
Fidelity Investments
Massachusetts
$23
Wells Fargo
89
Wells Fargo
California
$11
JP Morgan Chase
90
JP Morgan Chase
New York
-$1.61M -66,904 Closed
SW
91
Simplicity Wealth
New Jersey
-$544K -22,573 Closed
Goldman Sachs
92
Goldman Sachs
New York
-$501K -20,809 Closed
GS
93
GTS Securities
New York
-$473K -19,630 Closed
RA
94
RFG Advisory
Alabama
-$268K -11,149 Closed
AWA
95
Arete Wealth Advisors
Illinois
-$231K -9,601 Closed
GSEP
96
Golden State Equity Partners
California
-$34.6K -1,439 Closed
CAM
97
Creekmur Asset Management
Illinois
-$8.02K -333 Closed

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.