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Inspire Corporate Bond ETF

43 hedge funds and large institutions have $196M invested in Inspire Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 6

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 4143 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less capital invested

Capital invested by funds: $197M → $196M (-$446K)

0.31% less ownership

Funds ownership: 86.92%86.61% (-0.31%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
26
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$54.1M +$2.13M +85,386 +4%
II
2
Inspire Investing
Idaho
$39.4M +$4.86M +194,622 +14%
FA
3
Faithward Advisors
Pennsylvania
$38.6M +$2.64M +105,587 +7%
CW
4
CreativeOne Wealth
Kansas
$20M +$890K +35,618 +5%
PFG
5
PAX Financial Group
Texas
$6.71M +$2.3M +91,936 +50%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.66M +$577K +23,087 +14%
CFD
7
Creative Financial Designs
Indiana
$4.6M -$4.71M -188,595 -50%
LWAM
8
Legacy Wealth Asset Management
Minnesota
$3.89M +$270K +10,814 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.32M +$322K +12,890 +10%
ACM
10
AlphaStar Capital Management
North Carolina
$2.15M +$140K +5,592 +7%
P
11
Paradiem
Louisiana
$1.91M +$13.7K +550 +0.7%
LI
12
LVZ Inc
Michigan
$1.86M +$44.1K +1,765 +2%
VFA
13
Values First Advisors
Tennessee
$1.6M +$88K +3,524 +6%
KP
14
Keel Point
Alabama
$1.6M +$307K +12,304 +23%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.32M +$77K +3,083 +6%
LPL Financial
16
LPL Financial
California
$1.26M +$146K +5,849 +13%
SG
17
StoneX Group
New York
$1.02M -$6.1K -244 -0.6%
AWS
18
Atria Wealth Solutions
New York
$882K +$904K +36,184 New
FAIM
19
Financial Advocates Investment Management
Washington
$851K +$3.5K +140 +0.4%
RFG
20
Range Financial Group
Oregon
$830K +$254K +10,186 +43%
AAS
21
Avantax Advisory Services
Texas
$748K +$119K +4,777 +18%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$547K +$159K +6,352 +39%
Stifel Financial
23
Stifel Financial
Missouri
$527K -$7.42K -297 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$406K +$8.07K +323 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$395K +$405K +16,210 New

IBD Hedge Fund Activity: Q1 2022 in Review

43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2022, worth a combined $196M — down 0.23% from $197M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBD positions and 5 closed out — a net gain of 3 holders — while 26 added to existing stakes and 6 trimmed.

The largest buyer was Inspire Investing, adding an estimated $4.86M. The largest seller was Creative Financial Designs, cutting an estimated $4.71M.

  • 43 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2022, up from 41 in Q4 2021.
  • Funds reported $196M of Inspire Corporate Bond ETF stock for Q1 2022, down 0.23% quarter-over-quarter.
  • 8 funds opened new Inspire Corporate Bond ETF positions in Q1 2022 and 5 closed out, a net change of +3 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q1 2022 was Inspire Investing, an estimated $4.86M added.
  • The largest Inspire Corporate Bond ETF seller in Q1 2022 was Creative Financial Designs, an estimated $4.71M sold.

Based on aggregated 13F filings for Q1 2022.