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Inspire Corporate Bond ETF
IBD

16 hedge funds and large institutions have $39.4M invested in Inspire Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

23% more funds holding

Funds holding: 13 → 16 (+3)

11% more capital invested

Capital invested by funds: $35.5M → $39.4M (+$3.95M)

4.22% more ownership

Funds ownership: 60.34% → 64.55% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.36%
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
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.26M
2
SFS
Sowell Financial Services
Arkansas
+$785K
3
AI
Atria Investments
North Carolina
+$555K
4
CFD
Creative Financial Designs
Indiana
+$536K
5
CW
CreativeOne Wealth
Kansas
+$518K

Top Sellers

1
Jane Street
Jane Street
New York
-$155K
2
ACM
AlphaStar Capital Management
North Carolina
-$130K
3
LPL Financial
LPL Financial
California
-$36.5K
4
JIR
James Investment Research
Ohio
-$3.48K
Name Holding Trade Value Shares
Change 		Change in
Stake
II
1
Inspire Investing
Idaho
$16.1M +$218K +8,960 +1%
AI
2
Atria Investments
North Carolina
$11.7M +$555K +22,795 +5%
CFD
3
Creative Financial Designs
Indiana
$2.63M +$536K +21,999 +26%
Jane Street
4
Jane Street
New York
$1.93M -$155K -6,386 -7%
CW
5
CreativeOne Wealth
Kansas
$1.41M +$518K +21,284 +59%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.26M +$1.26M +51,655 New
MHS
7
M Holdings Securities
Oregon
$1.16M +$137K +5,625 +13%
SFS
8
Sowell Financial Services
Arkansas
$787K +$785K +32,245 New
LI
9
LVZ Inc
Michigan
$551K +$105K +4,330 +24%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$538K +$48.2K +1,978 +10%
ACM
11
AlphaStar Capital Management
North Carolina
$442K -$130K -5,340 -23%
KP
12
Keel Point
Alabama
$410K – – –
LPL Financial
13
LPL Financial
California
$258K -$36.5K -1,499 -12%
Principal Financial Group
14
Principal Financial Group
Iowa
$200K +$200K +8,197 New
AG
15
Advisor Group
Arizona
$29K +$341 +14 +1%
JIR
16
James Investment Research
Ohio
$28K -$3.48K -143 -11%

IBD Hedge Fund Activity: Q4 2018 in Review

16 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2018, worth a combined $39.4M — up 11% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBD positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.26M. The largest seller was Jane Street, cutting an estimated $155K.

  • 16 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2018, up from 13 in Q3 2018.
  • Funds reported $39.4M of Inspire Corporate Bond ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 3 funds opened new Inspire Corporate Bond ETF positions in Q4 2018 and 0 closed out, a net change of +3 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $1.26M added.
  • The largest Inspire Corporate Bond ETF seller in Q4 2018 was Jane Street, an estimated $155K sold.

Based on aggregated 13F filings for Q4 2018.