We are live on ! Find out more
IBD icon

Inspire Corporate Bond ETF

51 hedge funds and large institutions have $213M invested in Inspire Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $203M → $213M (+$10.5M)

0% more funds holding

Funds holding: 5151 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3.11% less ownership

Funds ownership: 92.69%89.59% (-3.1%)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
7
Increased
26
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$74.1M +$12M +516,967 +20%
FA
2
Faithward Advisors
Pennsylvania
$35.9M +$2.57M +110,733 +8%
II
3
Inspire Investing
Idaho
$29.4M -$8.65M -372,437 -23%
CW
4
CreativeOne Wealth
Kansas
$16.5M -$112K -4,822 -0.7%
PFG
5
PAX Financial Group
Texas
$11.8M +$1.92M +82,676 +20%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.85M +$841K +36,208 +12%
CFD
7
Creative Financial Designs
Indiana
$6.44M -$10.7K -459 -0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.35M +$128K +5,515 +4%
LWAM
9
Legacy Wealth Asset Management
Minnesota
$3.01M -$123K -5,308 -4%
KP
10
Keel Point
Alabama
$2.4M +$65.3K +2,810 +3%
LPL Financial
11
LPL Financial
California
$2.18M -$367K -15,791 -14%
ACM
12
AlphaStar Capital Management
North Carolina
$1.95M -$42K -1,808 -2%
LI
13
LVZ Inc
Michigan
$1.9M +$31.4K +1,351 +2%
VFA
14
Values First Advisors
Tennessee
$1.64M +$50.3K +2,164 +3%
P
15
Paradiem
Louisiana
$1.42M +$17K +732 +1%
SOS
16
Silver Oak Securities
Tennessee
$1.36M +$893K +38,440 +197%
BAM
17
Belpointe Asset Management
Nevada
$1.3M +$814K +35,066 +173%
AWS
18
Atria Wealth Solutions
New York
$1.15M +$97.7K +4,208 +9%
APA
19
Astoria Portfolio Advisors
New York
$1.03M +$8.62K +371 +0.9%
RFG
20
Range Financial Group
Oregon
$1M +$342K +14,744 +52%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$890K +$65.5K +2,820 +8%
VC
22
Vicus Capital
Pennsylvania
$777K +$771K +33,209 New
FAIM
23
Financial Advocates Investment Management
Washington
$533K -$27.8K -1,198 -5%
AAS
24
Avantax Advisory Services
Texas
$491K -$5.2K -224 -1%
MFG
25
Merit Financial Group
Georgia
$464K +$112K +4,824 +32%

IBD Hedge Fund Activity: Q1 2023 in Review

51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2023, worth a combined $213M — up 5.2% from $203M a quarter earlier.

Fund positioning in IBD was balanced in Q1 2023: 7 funds opened new positions, 7 closed out, 26 added to existing stakes and 13 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $12M. The largest seller was Inspire Investing, cutting an estimated $8.65M.

  • 51 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $213M of Inspire Corporate Bond ETF stock for Q1 2023, up 5.2% quarter-over-quarter.
  • 7 funds opened new Inspire Corporate Bond ETF positions in Q1 2023 and 7 closed out, a net change of 0 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q1 2023 was Inspire Advisors, an estimated $12M added.
  • The largest Inspire Corporate Bond ETF seller in Q1 2023 was Inspire Investing, an estimated $8.65M sold.

Based on aggregated 13F filings for Q1 2023.