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Inspire Corporate Bond ETF
IBD

39 hedge funds and large institutions have $169M invested in Inspire Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $137M → $169M (+$32M)

3% more funds holding

Funds holding: 38 → 39 (+1)

0.93% more ownership

Funds ownership: 81.66% → 82.59% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
7
Increased
22
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Faithward Advisors
Pennsylvania
+$11.9M
2
IA
Inspire Advisors
Idaho
+$4.49M
3
CW
CreativeOne Wealth
Kansas
+$3.78M
4
Jane Street
Jane Street
New York
+$2.49M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.89M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$223K
2
CFD
Creative Financial Designs
Indiana
-$223K
3
CAM
Concorde Asset Management
Michigan
-$206K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$132K
5
LPL Financial
LPL Financial
California
-$92.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$46M +$11.9M +457,422 +35%
IA
2
Inspire Advisors
Idaho
$36.1M +$4.49M +171,724 +14%
II
3
Inspire Investing
Idaho
$21.7M +$1.75M +66,886 +9%
CW
4
CreativeOne Wealth
Kansas
$15.3M +$3.78M +144,703 +33%
CFD
5
Creative Financial Designs
Indiana
$8.97M -$223K -8,519 -2%
Citadel Advisors
6
Citadel Advisors
Florida
$6.29M +$1.89M +72,288 +43%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.8M +$295K +11,286 +8%
Jane Street
8
Jane Street
New York
$3.32M +$2.49M +95,400 +307%
LWAM
9
Legacy Wealth Asset Management
Minnesota
$3.29M +$82.9K +3,173 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.04M +$439K +16,807 +17%
LPL Financial
11
LPL Financial
California
$2.81M -$92.2K -3,530 -3%
PFG
12
PAX Financial Group
Texas
$2.1M +$958K +36,679 +85%
P
13
Paradiem
Louisiana
$2.06M -$36.1K -1,383 -2%
ACM
14
AlphaStar Capital Management
North Carolina
$1.64M +$467K +17,862 +40%
LI
15
LVZ Inc
Michigan
$1.6M +$146K +5,596 +10%
KP
16
Keel Point
Alabama
$1.41M -$89K -3,405 -6%
VFA
17
Values First Advisors
Tennessee
$1.31M +$52.5K +2,010 +4%
OMC
18
Old Mission Capital
Illinois
$1.15M +$1.14M +43,756 New
SG
19
StoneX Group
New York
$1.04M +$47K +1,801 +5%
FAIM
20
Financial Advocates Investment Management
Washington
$906K -$8.73K -334 -1%
AWM
21
AE Wealth Management
Kansas
$799K +$333K +12,730 +72%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$787K +$121K +4,629 +18%
Stifel Financial
23
Stifel Financial
Missouri
$526K +$18.5K +707 +4%
BAM
24
Belpointe Asset Management
Nevada
$441K +$11.5K +440 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$437K +$363K +13,913 +509%
1
2

IBD Hedge Fund Activity: Q2 2021 in Review

39 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q2 2021, worth a combined $169M — up 23% from $137M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBD positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Faithward Advisors, adding an estimated $11.9M. The largest seller was Avantax Advisory Services, cutting an estimated $223K.

  • 39 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q2 2021, up from 38 in Q1 2021.
  • Funds reported $169M of Inspire Corporate Bond ETF stock for Q2 2021, up 23% quarter-over-quarter.
  • 7 funds opened new Inspire Corporate Bond ETF positions in Q2 2021 and 4 closed out, a net change of +3 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q2 2021 was Faithward Advisors, an estimated $11.9M added.
  • The largest Inspire Corporate Bond ETF seller in Q2 2021 was Avantax Advisory Services, an estimated $223K sold.

Based on aggregated 13F filings for Q2 2021.