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Inspire Corporate Bond ETF

64 hedge funds and large institutions have $210M invested in Inspire Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0% more funds holding

Funds holding: 6464 (0)

1% less capital invested

Capital invested by funds: $213M → $210M (-$2.33M)

3.31% less ownership

Funds ownership: 85.58%82.27% (-3.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
64
Holders Change
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
8
Increased
28
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$70.5M +$5.74M +244,189 +9%
FA
2
Faithward Advisors
Pennsylvania
$33.3M +$110K +4,664 +0.3%
CW
3
CreativeOne Wealth
Kansas
$15.2M +$322K +13,687 +2%
II
4
Inspire Investing
Idaho
$14.6M -$237K -10,084 -2%
PFG
5
PAX Financial Group
Texas
$12.2M -$921K -39,169 -7%
CFD
6
Creative Financial Designs
Indiana
$12M +$1.34M +57,151 +13%
BFS
7
Bare Financial Services
Pennsylvania
$8.22M +$5.5M +233,876 +191%
LI
8
LVZ Inc
Michigan
$4.1M +$188K +8,015 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.5M +$222K +9,446 +7%
LWAM
10
Legacy Wealth Asset Management
Minnesota
$3.02M +$106K +4,515 +4%
LPL Financial
11
LPL Financial
California
$2.52M +$103K +4,383 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.37M -$3.23M -137,263 -58%
VA
13
Valmark Advisers
Ohio
$2.13M +$2.13M +90,524 New
KP
14
Keel Point
Alabama
$1.87M -$631K -26,837 -25%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.68M +$608K +25,874 +57%
RFG
16
Range Financial Group
Oregon
$1.61M +$63.4K +2,698 +4%
BAM
17
Belpointe Asset Management
Nevada
$1.46M -$175K -7,434 -11%
ACM
18
AlphaStar Capital Management
North Carolina
$1.46M -$17.1K -729 -1%
VC
19
Vicus Capital
Pennsylvania
$1.37M +$37.7K +1,602 +3%
P
20
Paradiem
Louisiana
$1.36M -$3.88K -165 -0.3%
CA
21
Cetera Advisors
Colorado
$1.32M +$1.32M +56,148 New
TPI
22
Trust Point Inc
Wisconsin
$1.26M -$30.8K -1,311 -2%
APA
23
Astoria Portfolio Advisors
New York
$1.09M +$224K +9,534 +25%
AWS
24
Atria Wealth Solutions
New York
$1.07M +$30K +1,276 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$982K +$80.4K +3,421 +9%

IBD Hedge Fund Activity: Q1 2024 in Review

64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q1 2024, worth a combined $210M — down 1.1% from $213M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBD positions and 6 closed out — a net gain of 2 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $5.74M. The largest seller was Osaic Holdings, cutting an estimated $3.23M.

  • 64 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $210M of Inspire Corporate Bond ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 8 funds opened new Inspire Corporate Bond ETF positions in Q1 2024 and 6 closed out, a net change of +2 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q1 2024 was Inspire Advisors, an estimated $5.74M added.
  • The largest Inspire Corporate Bond ETF seller in Q1 2024 was Osaic Holdings, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2024.