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Inspire Corporate Bond ETF

51 hedge funds and large institutions have $203M invested in Inspire Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

2% less funds holding

Funds holding: 5251 (-1)

4.72% less ownership

Funds ownership: 97.41%92.69% (-4.7%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

23% less capital invested

Capital invested by funds: $264M → $203M (-$61.3M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.82%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
9
Increased
21
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$61M +$4.24M +185,835 +8%
II
2
Inspire Investing
Idaho
$37.5M -$465K -20,363 -1%
FA
3
Faithward Advisors
Pennsylvania
$32.7M -$42.8M -1,877,859 -57%
CW
4
CreativeOne Wealth
Kansas
$16.3M -$750K -32,882 -4%
PFG
5
PAX Financial Group
Texas
$9.66M +$863K +37,820 +10%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.89M +$282K +12,352 +4%
CFD
7
Creative Financial Designs
Indiana
$6.35M +$1.61M +70,710 +35%
Jane Street
8
Jane Street
New York
$3.44M +$1.12M +49,287 +49%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.17M +$221K +9,686 +8%
LWAM
10
Legacy Wealth Asset Management
Minnesota
$3.08M +$17.5K +765 +0.6%
LPL Financial
11
LPL Financial
California
$2.51M +$497K +21,792 +25%
KP
12
Keel Point
Alabama
$2.3M +$567K +24,830 +33%
ACM
13
AlphaStar Capital Management
North Carolina
$1.97M -$5.79K -254 -0.3%
LI
14
LVZ Inc
Michigan
$1.84M +$83.4K +3,657 +5%
VFA
15
Values First Advisors
Tennessee
$1.56M -$8.78K -385 -0.6%
P
16
Paradiem
Louisiana
$1.38M -$60.2K -2,639 -4%
AWS
17
Atria Wealth Solutions
New York
$1.03M +$174K +7,614 +20%
SG
18
StoneX Group
New York
$1.02M -$76.4K -3,347 -7%
APA
19
Astoria Portfolio Advisors
New York
$1.02M +$95.8K +4,201 +11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$811K +$2.76K +121 +0.3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$657K +$42.4K +1,857 +7%
RFG
22
Range Financial Group
Oregon
$649K +$10.2K +446 +2%
FAIM
23
Financial Advocates Investment Management
Washington
$552K -$72.2K -3,165 -12%
AAS
24
Avantax Advisory Services
Texas
$488K +$1.09K +48 +0.2%
BAM
25
Belpointe Asset Management
Nevada
$467K +$463K +20,284 New

IBD Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2022, worth a combined $203M — down 23% from $264M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IBD and 9 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 21 added.

The largest buyer was Inspire Advisors, adding an estimated $4.24M. The largest seller was Faithward Advisors, cutting an estimated $42.8M.

  • 51 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2022, down from 52 in Q3 2022.
  • Funds reported $203M of Inspire Corporate Bond ETF stock for Q4 2022, down 23% quarter-over-quarter.
  • 9 funds opened new Inspire Corporate Bond ETF positions in Q4 2022 and 10 closed out, a net change of -1 holder.
  • The largest Inspire Corporate Bond ETF buyer in Q4 2022 was Inspire Advisors, an estimated $4.24M added.
  • The largest Inspire Corporate Bond ETF seller in Q4 2022 was Faithward Advisors, an estimated $42.8M sold.

Based on aggregated 13F filings for Q4 2022.