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Inspire Corporate Bond ETF
IBD

32 hedge funds and large institutions have $105M invested in Inspire Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

5% more capital invested

Capital invested by funds: $99.9M → $105M (+$4.85M)

0% more funds holding

Funds holding: 32 → 32 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

6.41% less ownership

Funds ownership: 91.11% → 84.7% (-6.4%)

Holders
32
Holders Change
–
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
6
Increased
16
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
Atria Investments
North Carolina
+$2.27M
2
OFS
OneAscent Financial Services
Alabama
+$2.13M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.44M
4
CFD
Creative Financial Designs
Indiana
+$980K
5
AAS
Avantax Advisory Services
Texas
+$568K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.29M
2
Jane Street
Jane Street
New York
-$2.44M
3
II
Inspire Investing
Idaho
-$1.63M
4
MHS
M Holdings Securities
Oregon
-$900K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$880K
Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$20.7M +$2.13M +82,947 +12%
AI
2
Atria Investments
North Carolina
$20.3M +$2.27M +88,465 +13%
FA
3
Faithward Advisors
Pennsylvania
$16.4M +$178K +6,939 +1%
II
4
Inspire Investing
Idaho
$14.1M -$1.63M -63,465 -11%
CFD
5
Creative Financial Designs
Indiana
$9.46M +$980K +38,234 +12%
CW
6
CreativeOne Wealth
Kansas
$3.96M +$346K +13,508 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.35M +$1.44M +56,217 +79%
LPL Financial
8
LPL Financial
California
$2.7M +$206K +8,025 +8%
Jane Street
9
Jane Street
New York
$2.41M -$2.44M -95,337 -51%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.34M +$67.6K +2,638 +5%
ACM
11
AlphaStar Capital Management
North Carolina
$1.32M -$57.3K -2,236 -4%
LI
12
LVZ Inc
Michigan
$1.22M -$857K -33,428 -42%
HIS
13
Harvest Investment Services
Illinois
$1.14M -$458K -17,870 -29%
KP
14
Keel Point
Alabama
$1.07M +$155K +6,068 +18%
VFA
15
Values First Advisors
Tennessee
$1.04M +$7.28K +284 +0.7%
FAIM
16
Financial Advocates Investment Management
Washington
$928K +$41.8K +1,630 +5%
SG
17
StoneX Group
New York
$636K +$41.6K +1,623 +7%
AAS
18
Avantax Advisory Services
Texas
$582K +$568K +22,180 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$506K +$7.15K +279 +1%
AWM
20
AE Wealth Management
Kansas
$313K +$305K +11,886 New
SS
21
Simplicity Solutions
Minnesota
$310K +$301K +11,764 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$262K – – –
Bank of America
23
Bank of America
North Carolina
$211K – – –
5L
24
55I LLC
Massachusetts
$207K -$14.8K -578 -7%
EDRH
25
Edmond de Rothschild Holding
Switzerland
$162K +$51.4K +2,004 +48%
1
2

IBD Hedge Fund Activity: Q2 2020 in Review

32 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q2 2020, worth a combined $105M — up 4.9% from $99.9M a quarter earlier.

Fund positioning in IBD was balanced in Q2 2020: 6 funds opened new positions, 6 closed out, 16 added to existing stakes and 6 trimmed.

The largest buyer was Atria Investments, adding an estimated $2.27M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.29M sold.

  • 32 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $105M of Inspire Corporate Bond ETF stock for Q2 2020, up 4.9% quarter-over-quarter.
  • 6 funds opened new Inspire Corporate Bond ETF positions in Q2 2020 and 6 closed out, a net change of 0 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q2 2020 was Atria Investments, an estimated $2.27M added.
  • The largest Inspire Corporate Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $4.29M sold.

Based on aggregated 13F filings for Q2 2020.