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Inspire Corporate Bond ETF

42 hedge funds and large institutions have $198M invested in Inspire Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1.31% more ownership

Funds ownership: 86.61%87.91% (+1.3%)

1% more capital invested

Capital invested by funds: $196M → $198M (+$1.16M)

2% less funds holding

Funds holding: 4342 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
4
Increased
20
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$55.7M +$3.92M +165,368 +7%
II
2
Inspire Investing
Idaho
$39.1M +$1.38M +58,362 +4%
FA
3
Faithward Advisors
Pennsylvania
$38.9M +$1.85M +78,275 +5%
CW
4
CreativeOne Wealth
Kansas
$16.8M -$2.39M -100,726 -12%
PFG
5
PAX Financial Group
Texas
$7.99M +$1.57M +66,366 +24%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.5M +$1.05M +44,193 +23%
CFD
7
Creative Financial Designs
Indiana
$4.67M +$261K +11,005 +6%
LWAM
8
Legacy Wealth Asset Management
Minnesota
$3.57M -$163K -6,896 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.13M -$62.2K -2,625 -2%
Jane Street
10
Jane Street
New York
$2.53M +$2.56M +108,176 New
ACM
11
AlphaStar Capital Management
North Carolina
$2.06M -$6.16K -260 -0.3%
LI
12
LVZ Inc
Michigan
$1.83M +$39.9K +1,683 +2%
KP
13
Keel Point
Alabama
$1.79M +$221K +9,310 +14%
VFA
14
Values First Advisors
Tennessee
$1.58M +$42.1K +1,778 +3%
P
15
Paradiem
Louisiana
$1.49M -$377K -15,916 -20%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.34M +$77.4K +3,265 +6%
LPL Financial
17
LPL Financial
California
$1.26M +$54.8K +2,311 +4%
SG
18
StoneX Group
New York
$997K +$14.2K +601 +1%
AWS
19
Atria Wealth Solutions
New York
$861K +$14.8K +624 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$796K +$515K +21,733 +177%
FAIM
21
Financial Advocates Investment Management
Washington
$700K -$118K -4,983 -14%
RFG
22
Range Financial Group
Oregon
$680K -$118K -4,981 -15%
AAS
23
Avantax Advisory Services
Texas
$657K -$62.4K -2,635 -9%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$490K -$35.4K -1,492 -7%
SOS
25
Silver Oak Securities
Tennessee
$461K +$113K +4,758 +32%

IBD Hedge Fund Activity: Q2 2022 in Review

42 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q2 2022, worth a combined $198M — up 0.59% from $196M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IBD and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 20 added.

The largest buyer was Inspire Advisors, adding an estimated $3.92M. The largest seller was CreativeOne Wealth, cutting an estimated $2.39M.

  • 42 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q2 2022, down from 43 in Q1 2022.
  • Funds reported $198M of Inspire Corporate Bond ETF stock for Q2 2022, up 0.59% quarter-over-quarter.
  • 4 funds opened new Inspire Corporate Bond ETF positions in Q2 2022 and 5 closed out, a net change of -1 holder.
  • The largest Inspire Corporate Bond ETF buyer in Q2 2022 was Inspire Advisors, an estimated $3.92M added.
  • The largest Inspire Corporate Bond ETF seller in Q2 2022 was CreativeOne Wealth, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2022.