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Inspire Corporate Bond ETF
IBD

13 hedge funds and large institutions have $35.5M invested in Inspire Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

68% more capital invested

Capital invested by funds: $21.1M → $35.5M (+$14.3M)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more funds holding

Funds holding: 12 → 13 (+1)

6.21% more ownership

Funds ownership: 54.13% → 60.34% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
8
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
Atria Investments
North Carolina
+$11.1M
2
Jane Street
Jane Street
New York
+$2.09M
3
II
Inspire Investing
Idaho
+$852K
4
CW
CreativeOne Wealth
Kansas
+$645K
5
CFD
Creative Financial Designs
Indiana
+$522K

Top Sellers

1
SFS
Sowell Financial Services
Arkansas
-$770K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$753K
3
JIR
James Investment Research
Ohio
-$22.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
II
1
Inspire Investing
Idaho
$15.9M +$852K +34,876 +6%
AI
2
Atria Investments
North Carolina
$11.1M +$11.1M +454,562 New
CFD
3
Creative Financial Designs
Indiana
$2.1M +$522K +21,363 +33%
Jane Street
4
Jane Street
New York
$2.09M +$2.09M +85,374 New
MHS
5
M Holdings Securities
Oregon
$1.02M +$32.9K +1,347 +3%
CW
6
CreativeOne Wealth
Kansas
$888K +$645K +26,409 +268%
ACM
7
AlphaStar Capital Management
North Carolina
$574K +$11.2K +457 +2%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$491K +$129K +5,265 +36%
LI
9
LVZ Inc
Michigan
$446K +$72.1K +2,952 +19%
KP
10
Keel Point
Alabama
$411K – – –
LPL Financial
11
LPL Financial
California
$295K +$295K +12,064 New
JIR
12
James Investment Research
Ohio
$31K -$22.6K -925 -42%
AG
13
Advisor Group
Arizona
$29K +$19.8K +812 +218%
SFS
14
Sowell Financial Services
Arkansas
– -$770K -31,560 Closed
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
– -$753K -30,888 Closed

IBD Hedge Fund Activity: Q3 2018 in Review

13 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2018, worth a combined $35.5M — up 68% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBD positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $11.1M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $770K sold.

  • 13 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2018, up from 12 in Q2 2018.
  • Funds reported $35.5M of Inspire Corporate Bond ETF stock for Q3 2018, up 68% quarter-over-quarter.
  • 3 funds opened new Inspire Corporate Bond ETF positions in Q3 2018 and 2 closed out, a net change of +1 holder.
  • The largest Inspire Corporate Bond ETF buyer in Q3 2018 was Atria Investments, an estimated $11.1M added.
  • The largest Inspire Corporate Bond ETF seller in Q3 2018 was Sowell Financial Services, an estimated $770K sold.

Based on aggregated 13F filings for Q3 2018.