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Inspire Corporate Bond ETF

32 hedge funds and large institutions have $103M invested in Inspire Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more funds holding

Funds holding: 2932 (+3)

4% more capital invested

Capital invested by funds: $99M → $103M (+$4.21M)

2.79% less ownership

Funds ownership: 77.09%74.3% (-2.8%)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
14
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
II
1
Inspire Investing
Idaho
$27.5M -$450K -17,475 -2%
FA
2
Faithward Advisors
Pennsylvania
$17.4M -$11.4M -441,132 -39%
OFS
3
OneAscent Financial Services
Alabama
$15.3M +$15.3M +594,452 New
AI
4
Atria Investments
North Carolina
$14.6M +$1.13M +43,985 +8%
Jane Street
5
Jane Street
New York
$4.83M +$2.9M +112,814 +151%
LPL Financial
6
LPL Financial
California
$4.78M -$32.3K -1,254 -0.7%
CW
7
CreativeOne Wealth
Kansas
$3.31M +$697K +27,066 +27%
CFD
8
Creative Financial Designs
Indiana
$2.19M +$139K +5,404 +7%
LI
9
LVZ Inc
Michigan
$2.06M +$250K +9,710 +14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.88M +$463 +18 +0%
MHS
11
M Holdings Securities
Oregon
$1.38M +$38.9K +1,511 +3%
VFA
12
Values First Advisors
Tennessee
$1.11M +$1.11M +43,225 New
ACM
13
AlphaStar Capital Management
North Carolina
$1.05M -$28.2K -1,096 -3%
SFS
14
Sowell Financial Services
Arkansas
$1.03M -$22K -853 -2%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$917K +$88.6K +3,443 +11%
FAIM
16
Financial Advocates Investment Management
Washington
$905K +$255K +9,896 +39%
Citadel Advisors
17
Citadel Advisors
Florida
$641K +$642K +24,941 New
KP
18
Keel Point
Alabama
$442K
AWM
19
AE Wealth Management
Kansas
$279K +$36.5K +1,418 +15%
SS
20
Simplicity Solutions
Minnesota
$278K +$35.6K +1,384 +15%
SPC
21
Sigma Planning Corp
Michigan
$276K +$18.8K +732 +7%
5L
22
55I LLC
Massachusetts
$240K +$240K +9,334 New
SG
23
StoneX Group
New York
$233K +$233K +9,064 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$224K -$47.2K -1,833 -17%
Bank of America
25
Bank of America
North Carolina
$143K

IBD Hedge Fund Activity: Q4 2019 in Review

32 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2019, worth a combined $103M — up 4.3% from $99M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBD positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $15.3M. The largest seller was Faithward Advisors, cutting an estimated $11.4M.

  • 32 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2019, up from 29 in Q3 2019.
  • Funds reported $103M of Inspire Corporate Bond ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 8 funds opened new Inspire Corporate Bond ETF positions in Q4 2019 and 5 closed out, a net change of +3 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q4 2019 was OneAscent Financial Services, an estimated $15.3M added.
  • The largest Inspire Corporate Bond ETF seller in Q4 2019 was Faithward Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2019.