Inspire Corporate Bond ETF
IBD
64 hedge funds and large institutions have $213M invested in Inspire Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 20
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
19% more funds holding
Funds holding: 54 → 64 (+10)
0.03% more ownership
Funds ownership: 85.55% → 85.58% (+0.03%)
4% less capital invested
Capital invested by funds: $221M → $213M (-$8.05M)
Top Buyers
| 1 |
W
WorthPointe
La Jolla,
California
|
+$1.58M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.09M |
| 4 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
+$727K |
| 5 |
Jane Street
New York
|
+$596K |
Top Sellers
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$18.8M |
| 2 |
II
Inspire Investing
Meridian,
Idaho
|
-$9.28M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.02M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$689K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$500K |
IBD Hedge Fund Activity: Q4 2023 in Review
64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2023, worth a combined $213M — down 3.6% from $221M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBD positions and 2 closed out — a net gain of 10 holders — while 28 added to existing stakes and 20 trimmed.
The largest buyer was WorthPointe, adding an estimated $1.58M. The largest seller was Inspire Advisors, cutting an estimated $18.8M.
- 64 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2023, up from 54 in Q3 2023.
- Funds reported $213M of Inspire Corporate Bond ETF stock for Q4 2023, down 3.6% quarter-over-quarter.
- 12 funds opened new Inspire Corporate Bond ETF positions in Q4 2023 and 2 closed out, a net change of +10 holders.
- The largest Inspire Corporate Bond ETF buyer in Q4 2023 was WorthPointe, an estimated $1.58M added.
- The largest Inspire Corporate Bond ETF seller in Q4 2023 was Inspire Advisors, an estimated $18.8M sold.
Based on aggregated 13F filings for Q4 2023.