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Inspire Corporate Bond ETF
IBD

51 hedge funds and large institutions have $236M invested in Inspire Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $213M → $236M (+$22.4M)

0.83% more ownership

Funds ownership: 89.59% → 90.42% (+0.83%)

0% more funds holding

Funds holding: 51 → 51 (0)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
6
Increased
28
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Inspire Advisors
Idaho
+$11.8M
2
Jane Street
Jane Street
New York
+$10.8M
3
CFD
Creative Financial Designs
Indiana
+$4.27M
4
LI
LVZ Inc
Michigan
+$1.85M
5
SOS
Silver Oak Securities
Tennessee
+$1.24M

Top Sellers

1
II
Inspire Investing
Idaho
-$2.92M
2
FA
Faithward Advisors
Pennsylvania
-$2.74M
3
VFA
Values First Advisors
Tennessee
-$1.6M
4
CW
CreativeOne Wealth
Kansas
-$458K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$325K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
Inspire Advisors
Idaho
$84.7M +$11.8M +506,571 +16%
FA
2
Faithward Advisors
Pennsylvania
$32.4M -$2.74M -117,946 -8%
II
3
Inspire Investing
Idaho
$26.1M -$2.92M -125,717 -10%
CW
4
CreativeOne Wealth
Kansas
$15.8M -$458K -19,696 -3%
PFG
5
PAX Financial Group
Texas
$12M +$385K +16,544 +3%
Jane Street
6
Jane Street
New York
$11M +$10.8M +463,906 +4,428%
CFD
7
Creative Financial Designs
Indiana
$10.6M +$4.27M +183,879 +67%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.83M +$86.8K +3,735 +1%
LI
9
LVZ Inc
Michigan
$3.72M +$1.85M +79,697 +98%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.26M -$44.9K -1,933 -1%
LWAM
11
Legacy Wealth Asset Management
Minnesota
$3.03M +$58.1K +2,500 +2%
SOS
12
Silver Oak Securities
Tennessee
$2.57M +$1.24M +53,159 +92%
KP
13
Keel Point
Alabama
$2.4M +$32.3K +1,388 +1%
LPL Financial
14
LPL Financial
California
$2.18M +$33.5K +1,439 +2%
BAM
15
Belpointe Asset Management
Nevada
$1.86M +$586K +25,208 +46%
ACM
16
AlphaStar Capital Management
North Carolina
$1.8M -$130K -5,587 -7%
P
17
Paradiem
Louisiana
$1.36M -$38.8K -1,670 -3%
RFG
18
Range Financial Group
Oregon
$1.36M +$369K +15,884 +37%
AWS
19
Atria Wealth Solutions
New York
$1.12M -$10.2K -437 -0.9%
VC
20
Vicus Capital
Pennsylvania
$1.1M +$336K +14,433 +43%
APA
21
Astoria Portfolio Advisors
New York
$1.07M +$54.1K +2,329 +5%
MFG
22
Merit Financial Group
Georgia
$933K +$478K +20,575 +104%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$859K -$19.1K -822 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$741K +$103K +4,440 +16%
AAS
25
Avantax Advisory Services
Texas
$565K +$81K +3,484 +17%
1
2 3

IBD Hedge Fund Activity: Q2 2023 in Review

51 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q2 2023, worth a combined $236M — up 10% from $213M a quarter earlier.

Fund positioning in IBD was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 28 added to existing stakes and 14 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $11.8M. The largest seller was Inspire Investing, cutting an estimated $2.92M.

  • 51 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $236M of Inspire Corporate Bond ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 6 funds opened new Inspire Corporate Bond ETF positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q2 2023 was Inspire Advisors, an estimated $11.8M added.
  • The largest Inspire Corporate Bond ETF seller in Q2 2023 was Inspire Investing, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2023.