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Inspire Corporate Bond ETF
IBD

18 hedge funds and large institutions have $72.8M invested in Inspire Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

53% more capital invested

Capital invested by funds: $47.5M → $72.8M (+$25.3M)

13% more funds holding

Funds holding: 16 → 18 (+2)

12% more ownership

Funds ownership: 49.75% → 61.75% (+12%)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
9
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
II
Inspire Investing
Idaho
+$5.68M
2
LPL Financial
LPL Financial
California
+$1.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$680K
4
ACM
AlphaStar Capital Management
North Carolina
+$538K
5
CW
CreativeOne Wealth
Kansas
+$439K

Top Sellers

1
AI
Atria Investments
North Carolina
-$925K
2
Jane Street
Jane Street
New York
-$564K
3
UBS Group
UBS Group
Switzerland
-$13K
4
AG
Advisor Group
Arizona
-$8.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
II
1
Inspire Investing
Idaho
$27.7M +$5.68M +225,441 +26%
OFS
2
OneAscent Financial Services
Alabama
$16.3M +$16M +635,786 New
AI
3
Atria Investments
North Carolina
$13.6M -$925K -36,682 -6%
LPL Financial
4
LPL Financial
California
$2.52M +$1.7M +67,409 +219%
CW
5
CreativeOne Wealth
Kansas
$2.38M +$439K +17,436 +23%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.2M +$680K +26,966 +46%
CFD
7
Creative Financial Designs
Indiana
$2.02M +$154K +6,107 +8%
LI
8
LVZ Inc
Michigan
$1.59M +$159K +6,304 +11%
MHS
9
M Holdings Securities
Oregon
$1.32M +$38.9K +1,544 +3%
ACM
10
AlphaStar Capital Management
North Carolina
$1.08M +$538K +21,329 +102%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$774K +$71.7K +2,843 +10%
KP
12
Keel Point
Alabama
$441K – – –
SPC
13
Sigma Planning Corp
Michigan
$256K +$252K +10,000 New
AWM
14
AE Wealth Management
Kansas
$223K +$219K +8,681 New
SS
15
Simplicity Solutions
Minnesota
$223K +$219K +8,681 New
Bank of America
16
Bank of America
North Carolina
$100K +$98.8K +3,920 New
AG
17
Advisor Group
Arizona
$29K -$8.7K -345 -23%
JIR
18
James Investment Research
Ohio
$29K – – –
Jane Street
19
Jane Street
New York
– -$564K -22,466 Closed
UBS Group
20
UBS Group
Switzerland
– -$13K -512 Closed

IBD Hedge Fund Activity: Q2 2019 in Review

18 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q2 2019, worth a combined $72.8M — up 53% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBD positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Inspire Investing, adding an estimated $5.68M. The largest seller was Atria Investments, cutting an estimated $925K.

  • 18 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q2 2019, up from 16 in Q1 2019.
  • Funds reported $72.8M of Inspire Corporate Bond ETF stock for Q2 2019, up 53% quarter-over-quarter.
  • 5 funds opened new Inspire Corporate Bond ETF positions in Q2 2019 and 2 closed out, a net change of +3 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q2 2019 was Inspire Investing, an estimated $5.68M added.
  • The largest Inspire Corporate Bond ETF seller in Q2 2019 was Atria Investments, an estimated $925K sold.

Based on aggregated 13F filings for Q2 2019.