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Inspire Corporate Bond ETF
IBD

29 hedge funds and large institutions have $99M invested in Inspire Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

61% more funds holding

Funds holding: 18 → 29 (+11)

36% more capital invested

Capital invested by funds: $72.8M → $99M (+$26.2M)

15.33% more ownership

Funds ownership: 61.75% → 77.09% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
29
Holders Change
+11
Holders Change %
+61.11%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
11
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$4.79M
2
LPL Financial
LPL Financial
California
+$2.29M
3
Jane Street
Jane Street
New York
+$1.92M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.63M
5
FAIM
Financial Advocates Investment Management
Washington
+$650K

Top Sellers

1
OFS
OneAscent Financial Services
Alabama
-$16.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$330K
3
AI
Atria Investments
North Carolina
-$190K
4
ACM
AlphaStar Capital Management
North Carolina
-$9.25K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$28.7M +$28.8M +1,118,911 New
II
2
Inspire Investing
Idaho
$27.9M +$136K +5,303 +0.5%
AI
3
Atria Investments
North Carolina
$13.4M -$190K -7,400 -1%
LPL Financial
4
LPL Financial
California
$4.8M +$2.29M +88,936 +91%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.78M +$4.79M +186,314 New
CW
6
CreativeOne Wealth
Kansas
$2.61M +$232K +9,026 +10%
CFD
7
Creative Financial Designs
Indiana
$2.05M +$14.7K +573 +0.7%
Jane Street
8
Jane Street
New York
$1.92M +$1.92M +74,868 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.88M -$330K -12,858 -15%
LI
10
LVZ Inc
Michigan
$1.81M +$216K +8,401 +14%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.62M +$1.63M +63,258 New
MHS
12
M Holdings Securities
Oregon
$1.34M +$21.5K +835 +2%
ACM
13
AlphaStar Capital Management
North Carolina
$1.07M -$9.25K -360 -0.9%
SFS
14
Sowell Financial Services
Arkansas
$1.05M +$1.05M +40,893 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$827K +$52.4K +2,037 +7%
FAIM
16
Financial Advocates Investment Management
Washington
$650K +$650K +25,299 New
FTUS
17
Flow Traders U.S.
New York
$459K +$459K +17,879 New
KP
18
Keel Point
Alabama
$442K – – –
GM
19
GeoWealth Management
Illinois
$304K +$304K +11,828 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$271K +$271K +10,554 New
SPC
21
Sigma Planning Corp
Michigan
$257K – – –
AWM
22
AE Wealth Management
Kansas
$243K +$19.7K +765 +9%
SS
23
Simplicity Solutions
Minnesota
$243K +$19.7K +765 +9%
Bank of America
24
Bank of America
North Carolina
$142K +$42.1K +1,639 +42%
AG
25
Advisor Group
Arizona
$36K +$6.96K +271 +24%
1
2

IBD Hedge Fund Activity: Q3 2019 in Review

29 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2019, worth a combined $99M — up 36% from $72.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBD positions and 1 closed out — a net gain of 11 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $4.79M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $16.3M sold.

  • 29 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2019, up from 18 in Q2 2019.
  • Funds reported $99M of Inspire Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 12 funds opened new Inspire Corporate Bond ETF positions in Q3 2019 and 1 closed out, a net change of +11 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $4.79M added.
  • The largest Inspire Corporate Bond ETF seller in Q3 2019 was OneAscent Financial Services, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2019.