We are live on ! Find out more
IBD icon

Inspire Corporate Bond ETF
IBD

16 hedge funds and large institutions have $47.5M invested in Inspire Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

21% more capital invested

Capital invested by funds: $39.4M → $47.5M (+$8.09M)

0% more funds holding

Funds holding: 16 → 16 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

14.81% less ownership

Funds ownership: 64.55% → 49.75% (-15%)

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
12
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
II
Inspire Investing
Idaho
+$4.84M
2
AI
Atria Investments
North Carolina
+$2.23M
3
LI
LVZ Inc
Michigan
+$820K
4
LPL Financial
LPL Financial
California
+$499K
5
CW
CreativeOne Wealth
Kansas
+$437K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.4M
2
CFD
Creative Financial Designs
Indiana
-$866K
3
Principal Financial Group
Principal Financial Group
Iowa
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
II
1
Inspire Investing
Idaho
$21.5M +$4.84M +195,945 +30%
AI
2
Atria Investments
North Carolina
$14.3M +$2.23M +90,182 +19%
CW
3
CreativeOne Wealth
Kansas
$1.89M +$437K +17,682 +31%
CFD
4
Creative Financial Designs
Indiana
$1.83M -$866K -35,031 -32%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.48M +$179K +7,248 +14%
LI
6
LVZ Inc
Michigan
$1.4M +$820K +33,200 +147%
MHS
7
M Holdings Securities
Oregon
$1.25M +$62.7K +2,537 +5%
SFS
8
Sowell Financial Services
Arkansas
$812K +$1.36K +55 +0.2%
LPL Financial
9
LPL Financial
California
$773K +$499K +20,197 +191%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$687K +$132K +5,334 +24%
Jane Street
11
Jane Street
New York
$564K -$1.4M -56,522 -72%
ACM
12
AlphaStar Capital Management
North Carolina
$524K +$68K +2,754 +15%
KP
13
Keel Point
Alabama
$432K +$10K +406 +2%
AG
14
Advisor Group
Arizona
$38K +$7.12K +288 +24%
JIR
15
James Investment Research
Ohio
$29K – – –
UBS Group
16
UBS Group
Switzerland
$13K +$12.7K +512 New
Principal Financial Group
17
Principal Financial Group
Iowa
– -$200K -8,197 Closed

IBD Hedge Fund Activity: Q1 2019 in Review

16 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2019, worth a combined $47.5M — up 21% from $39.4M a quarter earlier.

Fund positioning in IBD was balanced in Q1 2019: 1 fund opened new positions, 1 closed out, 12 added to existing stakes and 2 trimmed.

The largest buyer was Inspire Investing, adding an estimated $4.84M. The largest seller was Jane Street, cutting an estimated $1.4M.

  • 16 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $47.5M of Inspire Corporate Bond ETF stock for Q1 2019, up 21% quarter-over-quarter.
  • 1 fund opened new Inspire Corporate Bond ETF positions in Q1 2019 and 1 closed out, a net change of 0 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q1 2019 was Inspire Investing, an estimated $4.84M added.
  • The largest Inspire Corporate Bond ETF seller in Q1 2019 was Jane Street, an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2019.