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Inspire Corporate Bond ETF

71 hedge funds and large institutions have $271M invested in Inspire Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

29% more capital invested

Capital invested by funds: $210M → $271M (+$60.2M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more funds holding

Funds holding: 6471 (+7)

4.89% more ownership

Funds ownership: 82.27%87.16% (+4.9%)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
11
Increased
31
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$86.4M +$16.4M +702,126 +23%
FA
2
Faithward Advisors
Pennsylvania
$33.2M +$194K +8,339 +0.6%
II
3
Inspire Investing
Idaho
$23.1M +$8.59M +368,730 +59%
CW
4
CreativeOne Wealth
Kansas
$13.7M -$1.37M -58,861 -9%
CFD
5
Creative Financial Designs
Indiana
$12.9M +$995K +42,716 +8%
PFG
6
PAX Financial Group
Texas
$11.6M -$533K -22,886 -4%
BFS
7
Bare Financial Services
Pennsylvania
$10.6M +$2.1M +89,990 +25%
AI
8
Atria Investments
North Carolina
$10.2M +$10.2M +437,246 New
OFS
9
OneAscent Financial Services
Alabama
$7.33M +$6.73M +289,057 +1,186%
OMC
10
Old Mission Capital
Illinois
$6.99M +$6.98M +299,765 New
Jane Street
11
Jane Street
New York
$5.27M +$5.05M +216,733 +2,292%
OWM
12
OneAscent Wealth Management
Alabama
$4.22M +$4.2M +180,264 New
LI
13
LVZ Inc
Michigan
$4M -$76.2K -3,271 -2%
LPL Financial
14
LPL Financial
California
$3.89M +$1.39M +59,456 +55%
LWAM
15
Legacy Wealth Asset Management
Minnesota
$3.26M +$261K +11,212 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.21M -$267K -11,463 -8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.96M +$290K +12,455 +17%
Citadel Advisors
18
Citadel Advisors
Florida
$1.79M +$1.78M +76,619 New
VA
19
Valmark Advisers
Ohio
$1.75M -$358K -15,351 -17%
RFG
20
Range Financial Group
Oregon
$1.73M +$130K +5,583 +8%
VC
21
Vicus Capital
Pennsylvania
$1.44M +$78.7K +3,377 +6%
P
22
Paradiem
Louisiana
$1.35M
APA
23
Astoria Portfolio Advisors
New York
$1.31M +$207K +8,867 +19%
ACM
24
AlphaStar Capital Management
North Carolina
$1.25M -$199K -8,540 -14%
TPI
25
Trust Point Inc
Wisconsin
$1.22M -$37.5K -1,608 -3%

IBD Hedge Fund Activity: Q2 2024 in Review

71 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q2 2024, worth a combined $271M — up 29% from $210M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBD positions and 3 closed out — a net gain of 8 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $16.4M. The largest seller was Osaic Holdings, cutting an estimated $1.48M.

  • 71 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $271M of Inspire Corporate Bond ETF stock for Q2 2024, up 29% quarter-over-quarter.
  • 11 funds opened new Inspire Corporate Bond ETF positions in Q2 2024 and 3 closed out, a net change of +8 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q2 2024 was Inspire Advisors, an estimated $16.4M added.
  • The largest Inspire Corporate Bond ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2024.