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Inspire Corporate Bond ETF

32 hedge funds and large institutions have $99.9M invested in Inspire Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

16.81% more ownership

Funds ownership: 74.3%91.11% (+17%)

0% more funds holding

Funds holding: 3232 (0)

3% less capital invested

Capital invested by funds: $103M → $99.9M (-$3.3M)

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
6
Increased
13
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$17.1M +$2.75M +108,381 +18%
AI
2
Atria Investments
North Carolina
$16.6M +$2.95M +116,019 +20%
FA
3
Faithward Advisors
Pennsylvania
$15M -$1.55M -61,129 -9%
II
4
Inspire Investing
Idaho
$14.6M -$11.9M -469,410 -44%
CFD
5
Creative Financial Designs
Indiana
$7.82M +$6.01M +236,357 +279%
Jane Street
6
Jane Street
New York
$4.55M -$21.3K -839 -0.4%
Citadel Advisors
7
Citadel Advisors
Florida
$4.29M +$3.85M +151,399 +607%
CW
8
CreativeOne Wealth
Kansas
$3.34M +$214K +8,413 +7%
LPL Financial
9
LPL Financial
California
$2.31M -$2.32M -91,177 -49%
LI
10
LVZ Inc
Michigan
$1.94M -$12.4K -487 -0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.73M -$47K -1,850 -3%
HIS
12
Harvest Investment Services
Illinois
$1.49M +$1.56M +61,325 New
ACM
13
AlphaStar Capital Management
North Carolina
$1.31M +$286K +11,264 +28%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.18M +$1.23M +48,339 New
VFA
15
Values First Advisors
Tennessee
$955K -$101K -3,994 -9%
MHS
16
M Holdings Securities
Oregon
$900K -$426K -16,772 -31%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$880K +$918K +36,131 New
KP
18
Keel Point
Alabama
$842K +$441K +17,362 +101%
FAIM
19
Financial Advocates Investment Management
Washington
$819K -$39.6K -1,559 -4%
SG
20
StoneX Group
New York
$549K +$341K +13,432 +148%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$461K +$481K +18,937 New
SPC
22
Sigma Planning Corp
Michigan
$292K +$31.7K +1,246 +12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$242K +$31.2K +1,226 +14%
5L
24
55I LLC
Massachusetts
$215K -$22.2K -873 -9%
Bank of America
25
Bank of America
North Carolina
$195K +$62.7K +2,466 +44%

IBD Hedge Fund Activity: Q1 2020 in Review

32 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2020, worth a combined $99.9M — down 3.2% from $103M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBD positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Creative Financial Designs, adding an estimated $6.01M. The largest seller was Inspire Investing, cutting an estimated $11.9M.

  • 32 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $99.9M of Inspire Corporate Bond ETF stock for Q1 2020, down 3.2% quarter-over-quarter.
  • 6 funds opened new Inspire Corporate Bond ETF positions in Q1 2020 and 4 closed out, a net change of +2 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q1 2020 was Creative Financial Designs, an estimated $6.01M added.
  • The largest Inspire Corporate Bond ETF seller in Q1 2020 was Inspire Investing, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2020.