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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
6
Increased
22
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
II
Inspire Investing
Idaho
+$3.33M
2
CW
CreativeOne Wealth
Kansas
+$2.78M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.46M
4
IA
Inspire Advisors
Idaho
+$1.91M
5
FA
Faithward Advisors
Pennsylvania
+$1.5M

Top Sellers

1
AI
Atria Investments
North Carolina
-$27.8M
2
OWM
OneAscent Wealth Management
Alabama
-$24.6M
3
OFS
OneAscent Financial Services
Alabama
-$11M
4
SS
Simplicity Solutions
Minnesota
-$404K
5
FFN
Focus Financial Network
Minnesota
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$33.4M +$1.5M +57,101 +5%
IA
2
Inspire Advisors
Idaho
$31.1M +$1.91M +72,665 +6%
II
3
Inspire Investing
Idaho
$19.7M +$3.33M +126,714 +20%
CW
4
CreativeOne Wealth
Kansas
$11.3M +$2.78M +105,980 +32%
CFD
5
Creative Financial Designs
Indiana
$9.05M +$414K +15,765 +5%
Citadel Advisors
6
Citadel Advisors
Florida
$4.32M +$2.46M +93,641 +127%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.45M +$403K +15,360 +13%
LWAM
8
Legacy Wealth Asset Management
Minnesota
$3.16M +$311K +11,851 +11%
LPL Financial
9
LPL Financial
California
$2.86M -$125K -4,774 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.56M +$798K +30,387 +44%
P
11
Paradiem
Louisiana
$2.08M -$19.4K -738 -0.9%
KP
12
Keel Point
Alabama
$1.47M +$103K +3,936 +7%
LI
13
LVZ Inc
Michigan
$1.43M +$190K +7,250 +15%
VFA
14
Values First Advisors
Tennessee
$1.24M -$1.73K -66 -0.1%
ACM
15
AlphaStar Capital Management
North Carolina
$1.15M +$156K +5,944 +15%
PFG
16
PAX Financial Group
Texas
$1.12M +$791K +30,122 +228%
SG
17
StoneX Group
New York
$980K +$166K +6,328 +20%
FAIM
18
Financial Advocates Investment Management
Washington
$900K +$6.17K +235 +0.7%
Jane Street
19
Jane Street
New York
$803K +$323K +12,310 +66%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$655K +$156K +5,929 +31%
AAS
21
Avantax Advisory Services
Texas
$642K -$107K -4,073 -14%
OWM
22
OneAscent Wealth Management
Alabama
$585K -$24.6M -936,740 -98%
OFS
23
OneAscent Financial Services
Alabama
$513K -$11M -418,818 -95%
Stifel Financial
24
Stifel Financial
Missouri
$500K +$507K +19,324 New
AWM
25
AE Wealth Management
Kansas
$457K -$6.17K -235 -1%
1
2

IBD Hedge Fund Activity: Q1 2021 in Review

38 of the 5,695 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.