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Inspire Corporate Bond ETF

34 hedge funds and large institutions have $127M invested in Inspire Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $105M → $127M (+$22.3M)

6% more funds holding

Funds holding: 3234 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.84% less ownership

Funds ownership: 84.7%81.86% (-2.8%)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.69%
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
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$31.3M +$14.9M +565,800 +91%
AI
2
Atria Investments
North Carolina
$24.1M +$3.84M +145,371 +19%
OFS
3
OneAscent Financial Services
Alabama
$22.2M +$1.5M +56,592 +7%
II
4
Inspire Investing
Idaho
$15.2M +$1.12M +42,473 +8%
CFD
5
Creative Financial Designs
Indiana
$8.48M -$975K -36,904 -10%
CW
6
CreativeOne Wealth
Kansas
$5.52M +$1.57M +59,242 +39%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.99M -$362K -13,703 -11%
LPL Financial
8
LPL Financial
California
$2.84M +$143K +5,411 +5%
Jane Street
9
Jane Street
New York
$1.5M -$910K -34,448 -38%
Citadel Advisors
10
Citadel Advisors
Florida
$1.36M +$1.36M +51,593 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.32M -$23.9K -905 -2%
KP
12
Keel Point
Alabama
$1.31M +$241K +9,126 +22%
LI
13
LVZ Inc
Michigan
$1.2M -$19.5K -737 -2%
VFA
14
Values First Advisors
Tennessee
$1.1M +$65.7K +2,486 +6%
ACM
15
AlphaStar Capital Management
North Carolina
$1.02M -$290K -10,983 -22%
FAIM
16
Financial Advocates Investment Management
Washington
$971K +$44.2K +1,671 +5%
SG
17
StoneX Group
New York
$718K +$83.2K +3,147 +13%
AAS
18
Avantax Advisory Services
Texas
$639K +$56.7K +2,146 +10%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$604K +$607K +22,962 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$496K -$9.35K -354 -2%
FFN
21
Focus Financial Network
Minnesota
$394K +$395K +14,948 New
AWM
22
AE Wealth Management
Kansas
$351K +$38.2K +1,446 +12%
SS
23
Simplicity Solutions
Minnesota
$351K +$41.4K +1,568 +13%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$248K -$13.4K -508 -5%
HIS
25
Harvest Investment Services
Illinois
$213K -$934K -35,352 -81%

IBD Hedge Fund Activity: Q3 2020 in Review

34 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2020, worth a combined $127M — up 21% from $105M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBD positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Faithward Advisors, adding an estimated $14.9M. The largest seller was Creative Financial Designs, cutting an estimated $975K.

  • 34 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2020, up from 32 in Q2 2020.
  • Funds reported $127M of Inspire Corporate Bond ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 6 funds opened new Inspire Corporate Bond ETF positions in Q3 2020 and 4 closed out, a net change of +2 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q3 2020 was Faithward Advisors, an estimated $14.9M added.
  • The largest Inspire Corporate Bond ETF seller in Q3 2020 was Creative Financial Designs, an estimated $975K sold.

Based on aggregated 13F filings for Q3 2020.