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Inspire Corporate Bond ETF

52 hedge funds and large institutions have $264M invested in Inspire Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

34% more capital invested

Capital invested by funds: $198M → $264M (+$66.7M)

24% more funds holding

Funds holding: 4252 (+10)

9.5% more ownership

Funds ownership: 87.91%97.41% (+9.5%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
13
Increased
17
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$74.6M +$38.3M +1,634,062 +98%
IA
2
Inspire Advisors
Idaho
$55.7M +$1.84M +78,615 +3%
II
3
Inspire Investing
Idaho
$37.3M -$544K -23,176 -1%
CW
4
CreativeOne Wealth
Kansas
$16.8M +$522K +22,268 +3%
AI
5
Atria Investments
North Carolina
$15.4M +$16M +681,500 New
PFG
6
PAX Financial Group
Texas
$8.64M +$941K +40,133 +12%
OWM
7
OneAscent Wealth Management
Alabama
$7.72M +$7.99M +340,585 New
OFS
8
OneAscent Financial Services
Alabama
$7.09M +$7.34M +313,114 New
Osaic Holdings
9
Osaic Holdings
Arizona
$6.49M +$1.21M +51,532 +22%
CFD
10
Creative Financial Designs
Indiana
$4.64M +$121K +5,146 +3%
LWAM
11
Legacy Wealth Asset Management
Minnesota
$3.01M -$459K -19,558 -13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.89M -$139K -5,918 -4%
Jane Street
13
Jane Street
New York
$2.27M -$190K -8,099 -7%
LPL Financial
14
LPL Financial
California
$1.97M +$779K +33,222 +62%
ACM
15
AlphaStar Capital Management
North Carolina
$1.94M -$57.6K -2,455 -3%
LI
16
LVZ Inc
Michigan
$1.73M -$43.5K -1,855 -2%
KP
17
Keel Point
Alabama
$1.7M -$1.9K -81 -0.1%
VFA
18
Values First Advisors
Tennessee
$1.55M +$17.1K +730 +1%
P
19
Paradiem
Louisiana
$1.41M -$23.4K -996 -2%
Goldman Sachs
20
Goldman Sachs
New York
$1.19M +$1.23M +52,447 New
SG
21
StoneX Group
New York
$1.08M +$122K +5,222 +12%
APA
22
Astoria Portfolio Advisors
New York
$890K +$923K +39,334 New
AWS
23
Atria Wealth Solutions
New York
$844K +$10.2K +433 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$794K -$525K -22,399 -39%
RFG
25
Range Financial Group
Oregon
$628K -$31.1K -1,326 -5%

IBD Hedge Fund Activity: Q3 2022 in Review

52 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2022, worth a combined $264M — up 34% from $198M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBD positions and 3 closed out — a net gain of 10 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Faithward Advisors, adding an estimated $38.3M. The largest seller was Inspire Investing, cutting an estimated $544K.

  • 52 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2022, up from 42 in Q2 2022.
  • Funds reported $264M of Inspire Corporate Bond ETF stock for Q3 2022, up 34% quarter-over-quarter.
  • 13 funds opened new Inspire Corporate Bond ETF positions in Q3 2022 and 3 closed out, a net change of +10 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q3 2022 was Faithward Advisors, an estimated $38.3M added.
  • The largest Inspire Corporate Bond ETF seller in Q3 2022 was Inspire Investing, an estimated $544K sold.

Based on aggregated 13F filings for Q3 2022.