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Inspire Corporate Bond ETF
IBD

40 hedge funds and large institutions have $189M invested in Inspire Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

49% more capital invested

Capital invested by funds: $127M → $189M (+$61.8M)

27.37% more ownership

Funds ownership: 81.86% → 109.23% (+27%)

18% more funds holding

Funds holding: 34 → 40 (+6)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.71%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
8
Increased
21
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
Atria Investments
North Carolina
+$3.35M
2
CW
CreativeOne Wealth
Kansas
+$3.23M
3
II
Inspire Investing
Idaho
+$1.42M
4
FA
Faithward Advisors
Pennsylvania
+$1.22M
5
Citadel Advisors
Citadel Advisors
Florida
+$580K

Top Sellers

1
OFS
OneAscent Financial Services
Alabama
-$10.7M
2
Jane Street
Jane Street
New York
-$1.01M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$604K
4
EDRH
Edmond de Rothschild Holding
Switzerland
-$162K
5
FAIM
Financial Advocates Investment Management
Washington
-$62.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$32.8M +$1.22M +46,008 +4%
IA
2
Inspire Advisors
Idaho
$30M +$29.9M +1,129,969 New
AI
3
Atria Investments
North Carolina
$27.8M +$3.35M +126,621 +14%
OWM
4
OneAscent Wealth Management
Alabama
$25.5M +$25.4M +959,353 New
II
5
Inspire Investing
Idaho
$16.8M +$1.42M +53,807 +9%
OFS
6
OneAscent Financial Services
Alabama
$11.7M -$10.7M -403,741 -48%
CFD
7
Creative Financial Designs
Indiana
$8.88M +$307K +11,614 +4%
CW
8
CreativeOne Wealth
Kansas
$8.83M +$3.23M +122,161 +58%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.13M +$110K +4,176 +4%
LPL Financial
10
LPL Financial
California
$3.07M +$190K +7,191 +7%
LWAM
11
Legacy Wealth Asset Management
Minnesota
$2.93M +$2.91M +110,201 New
P
12
Paradiem
Louisiana
$2.13M +$2.12M +80,196 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.96M +$580K +21,923 +42%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.82M +$486K +18,391 +37%
KP
15
Keel Point
Alabama
$1.41M +$85.8K +3,245 +7%
LI
16
LVZ Inc
Michigan
$1.28M +$67.9K +2,568 +6%
VFA
17
Values First Advisors
Tennessee
$1.27M +$153K +5,791 +14%
ACM
18
AlphaStar Capital Management
North Carolina
$1.02M -$4.63K -175 -0.5%
FAIM
19
Financial Advocates Investment Management
Washington
$919K -$62.5K -2,364 -6%
SG
20
StoneX Group
New York
$838K +$113K +4,268 +16%
AAS
21
Avantax Advisory Services
Texas
$768K +$121K +4,587 +19%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$516K +$14.4K +543 +3%
Jane Street
23
Jane Street
New York
$498K -$1.01M -38,336 -67%
AWM
24
AE Wealth Management
Kansas
$476K +$121K +4,583 +34%
SS
25
Simplicity Solutions
Minnesota
$404K +$48.8K +1,844 +14%
1
2

IBD Hedge Fund Activity: Q4 2020 in Review

40 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2020, worth a combined $189M — up 49% from $127M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBD positions and 2 closed out — a net gain of 6 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Atria Investments, adding an estimated $3.35M. The largest seller was OneAscent Financial Services, cutting an estimated $10.7M.

  • 40 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2020, up from 34 in Q3 2020.
  • Funds reported $189M of Inspire Corporate Bond ETF stock for Q4 2020, up 49% quarter-over-quarter.
  • 8 funds opened new Inspire Corporate Bond ETF positions in Q4 2020 and 2 closed out, a net change of +6 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q4 2020 was Atria Investments, an estimated $3.35M added.
  • The largest Inspire Corporate Bond ETF seller in Q4 2020 was OneAscent Financial Services, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2020.