Inspire Corporate Bond ETF
IBD
38 hedge funds and large institutions have $137M invested in Inspire Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 8 closing their positions.
214% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 7
5% less funds holding
Funds holding: 40 → 38 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
27% less capital invested
Capital invested by funds: $189M → $137M (-$51.4M)
27.57% less ownership
Funds ownership: 109.23% → 81.66% (-28%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
II
Inspire Investing
Meridian,
Idaho
|
+$3.33M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.78M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.46M |
| 4 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$1.91M |
| 5 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$27.8M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$24.6M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$11M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$404K |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$364K |
IBD Hedge Fund Activity: Q1 2021 in Review
38 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2021, worth a combined $137M — down 27% from $189M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IBD and 6 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 22 added.
The largest buyer was Inspire Investing, adding an estimated $3.33M. The largest seller was Atria Investments, exiting entirely with an estimated $27.8M sold.
- 38 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2021, down from 40 in Q4 2020.
- Funds reported $137M of Inspire Corporate Bond ETF stock for Q1 2021, down 27% quarter-over-quarter.
- 6 funds opened new Inspire Corporate Bond ETF positions in Q1 2021 and 8 closed out, a net change of -2 holders.
- The largest Inspire Corporate Bond ETF buyer in Q1 2021 was Inspire Investing, an estimated $3.33M added.
- The largest Inspire Corporate Bond ETF seller in Q1 2021 was Atria Investments, an estimated $27.8M sold.
Based on aggregated 13F filings for Q1 2021.