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Inspire Corporate Bond ETF

41 hedge funds and large institutions have $197M invested in Inspire Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

0.77% more ownership

Funds ownership: 86.14%86.92% (+0.77%)

0% more capital invested

Capital invested by funds: $196M → $197M (+$920K)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 4441 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
24
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$54.9M +$9.24M +356,668 +20%
FA
2
Faithward Advisors
Pennsylvania
$38M -$6.93M -267,603 -15%
II
3
Inspire Investing
Idaho
$36.5M +$1.82M +70,150 +5%
CW
4
CreativeOne Wealth
Kansas
$20.2M +$1.55M +59,935 +8%
CFD
5
Creative Financial Designs
Indiana
$9.71M +$566K +21,863 +6%
PFG
6
PAX Financial Group
Texas
$4.72M +$930K +35,885 +24%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.32M +$850K +32,812 +24%
LWAM
8
Legacy Wealth Asset Management
Minnesota
$3.83M +$478K +18,435 +14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.18M -$667K -25,744 -17%
ACM
10
AlphaStar Capital Management
North Carolina
$2.1M -$280K -10,818 -12%
P
11
Paradiem
Louisiana
$1.99M +$37.6K +1,451 +2%
LI
12
LVZ Inc
Michigan
$1.92M +$189K +7,296 +11%
Jane Street
13
Jane Street
New York
$1.7M -$107K -4,127 -6%
VFA
14
Values First Advisors
Tennessee
$1.6M +$160K +6,183 +11%
KP
15
Keel Point
Alabama
$1.38M +$9.74K +376 +0.7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.32M +$286K +11,023 +27%
LPL Financial
17
LPL Financial
California
$1.18M -$866K -33,410 -42%
SG
18
StoneX Group
New York
$1.09M +$59.5K +2,297 +6%
FAIM
19
Financial Advocates Investment Management
Washington
$895K -$10.7K -412 -1%
AWM
20
AE Wealth Management
Kansas
$731K +$186K +7,183 +34%
AAS
21
Avantax Advisory Services
Texas
$668K +$85.7K +3,308 +15%
RFG
22
Range Financial Group
Oregon
$614K +$406K +15,680 +192%
MSCM
23
McElhenny Sheffield Capital Management
Texas
$593K -$160K -6,164 -21%
Stifel Financial
24
Stifel Financial
Missouri
$564K +$35.4K +1,367 +7%
NFG
25
Next Financial Group
Texas
$506K +$210K +8,116 +70%

IBD Hedge Fund Activity: Q4 2021 in Review

41 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2021, worth a combined $197M — up 0.47% from $196M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IBD and 5 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 24 added.

The largest buyer was Inspire Advisors, adding an estimated $9.24M. The largest seller was Faithward Advisors, cutting an estimated $6.93M.

  • 41 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2021, down from 44 in Q3 2021.
  • Funds reported $197M of Inspire Corporate Bond ETF stock for Q4 2021, up 0.47% quarter-over-quarter.
  • 5 funds opened new Inspire Corporate Bond ETF positions in Q4 2021 and 8 closed out, a net change of -3 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q4 2021 was Inspire Advisors, an estimated $9.24M added.
  • The largest Inspire Corporate Bond ETF seller in Q4 2021 was Faithward Advisors, an estimated $6.93M sold.

Based on aggregated 13F filings for Q4 2021.