We are live on ! Find out more
IBD icon

Inspire Corporate Bond ETF
IBD

44 hedge funds and large institutions have $196M invested in Inspire Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

16% more capital invested

Capital invested by funds: $169M → $196M (+$26.6M)

13% more funds holding

Funds holding: 39 → 44 (+5)

3.55% more ownership

Funds ownership: 82.59% → 86.14% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
23
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
II
Inspire Investing
Idaho
+$13.8M
2
IA
Inspire Advisors
Idaho
+$10.5M
3
CW
CreativeOne Wealth
Kansas
+$3.71M
4
PFG
PAX Financial Group
Texas
+$1.77M
5
ACM
AlphaStar Capital Management
North Carolina
+$819K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.12M
2
Jane Street
Jane Street
New York
-$1.48M
3
OMC
Old Mission Capital
Illinois
-$1.15M
4
LPL Financial
LPL Financial
California
-$733K
5
AWM
AE Wealth Management
Kansas
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
Inspire Advisors
Idaho
$46.4M +$10.5M +400,216 +29%
FA
2
Faithward Advisors
Pennsylvania
$45.6M -$130K -4,935 -0.3%
II
3
Inspire Investing
Idaho
$35.3M +$13.8M +522,524 +63%
CW
4
CreativeOne Wealth
Kansas
$18.9M +$3.71M +140,628 +24%
CFD
5
Creative Financial Designs
Indiana
$9.29M +$369K +14,015 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.9M +$121K +4,600 +3%
PFG
7
PAX Financial Group
Texas
$3.85M +$1.77M +67,317 +84%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.53M +$510K +19,353 +17%
LWAM
9
Legacy Wealth Asset Management
Minnesota
$3.41M +$133K +5,063 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$3.16M -$3.12M -118,580 -50%
ACM
11
AlphaStar Capital Management
North Carolina
$2.43M +$819K +31,083 +50%
LPL Financial
12
LPL Financial
California
$2.07M -$733K -27,815 -26%
P
13
Paradiem
Louisiana
$2.01M -$17.9K -679 -0.9%
Jane Street
14
Jane Street
New York
$1.83M -$1.48M -56,343 -45%
LI
15
LVZ Inc
Michigan
$1.76M +$170K +6,453 +11%
VFA
16
Values First Advisors
Tennessee
$1.47M +$167K +6,322 +13%
KP
17
Keel Point
Alabama
$1.39M -$13.3K -506 -0.9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.05M +$267K +10,144 +34%
SG
19
StoneX Group
New York
$1.04M +$6.85K +260 +0.7%
FAIM
20
Financial Advocates Investment Management
Washington
$920K +$18.6K +705 +2%
MSCM
21
McElhenny Sheffield Capital Management
Texas
$764K +$770K +29,219 New
AAS
22
Avantax Advisory Services
Texas
$591K +$166K +6,317 +39%
AWM
23
AE Wealth Management
Kansas
$554K -$243K -9,205 -30%
Stifel Financial
24
Stifel Financial
Missouri
$537K +$13.5K +514 +3%
BAM
25
Belpointe Asset Management
Nevada
$436K -$3.35K -127 -0.8%
1
2

IBD Hedge Fund Activity: Q3 2021 in Review

44 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2021, worth a combined $196M — up 16% from $169M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBD positions and 3 closed out — a net gain of 5 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Inspire Investing, adding an estimated $13.8M. The largest seller was Citadel Advisors, cutting an estimated $3.12M.

  • 44 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2021, up from 39 in Q2 2021.
  • Funds reported $196M of Inspire Corporate Bond ETF stock for Q3 2021, up 16% quarter-over-quarter.
  • 8 funds opened new Inspire Corporate Bond ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q3 2021 was Inspire Investing, an estimated $13.8M added.
  • The largest Inspire Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $3.12M sold.

Based on aggregated 13F filings for Q3 2021.