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Inspire Corporate Bond ETF

80 hedge funds and large institutions have $281M invested in Inspire Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more funds holding

Funds holding: 7180 (+9)

4% more capital invested

Capital invested by funds: $271M → $281M (+$10.2M)

4.5% less ownership

Funds ownership: 87.16%82.66% (-4.5%)

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.15%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
35
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$70.3M -$18.7M -784,081 -21%
AI
2
Atria Investments
North Carolina
$34.1M +$23.4M +980,356 +224%
FA
3
Faithward Advisors
Pennsylvania
$34.1M -$187K -7,848 -0.6%
II
4
Inspire Investing
Idaho
$20M -$3.84M -160,821 -16%
CFD
5
Creative Financial Designs
Indiana
$16.1M +$2.69M +112,635 +20%
OWM
6
OneAscent Wealth Management
Alabama
$15.4M +$10.9M +458,047 +254%
CW
7
CreativeOne Wealth
Kansas
$15.4M +$1.25M +52,513 +9%
BFS
8
Bare Financial Services
Pennsylvania
$11.9M +$1.09M +45,810 +10%
PFG
9
PAX Financial Group
Texas
$11.3M -$678K -28,421 -6%
LPL Financial
10
LPL Financial
California
$5.43M +$1.39M +58,394 +35%
LI
11
LVZ Inc
Michigan
$4.11M -$17.6K -737 -0.4%
LWAM
12
Legacy Wealth Asset Management
Minnesota
$3.39M +$27.6K +1,156 +0.8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.36M +$40.7K +1,704 +1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.23M +$202K +8,480 +10%
RFG
15
Range Financial Group
Oregon
$1.96M +$172K +7,193 +10%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.81M +$692K +29,010 +63%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.77M +$706K +29,596 +67%
VC
18
Vicus Capital
Pennsylvania
$1.66M +$181K +7,577 +12%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.61M +$1.6M +66,904 New
SOS
20
Silver Oak Securities
Tennessee
$1.45M +$1.03M +43,220 +256%
P
21
Paradiem
Louisiana
$1.39M
APA
22
Astoria Portfolio Advisors
New York
$1.35M +$6.42K +269 +0.5%
ACM
23
AlphaStar Capital Management
North Carolina
$1.28M -$8.33K -349 -0.7%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.19M +$286K +12,000 +32%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$972K +$22.1K +926 +2%

IBD Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q3 2024, worth a combined $281M — up 3.8% from $271M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBD positions and 6 closed out — a net gain of 9 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Atria Investments, adding an estimated $23.4M. The largest seller was Inspire Advisors, cutting an estimated $18.7M.

  • 80 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q3 2024, up from 71 in Q2 2024.
  • Funds reported $281M of Inspire Corporate Bond ETF stock for Q3 2024, up 3.8% quarter-over-quarter.
  • 15 funds opened new Inspire Corporate Bond ETF positions in Q3 2024 and 6 closed out, a net change of +9 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q3 2024 was Atria Investments, an estimated $23.4M added.
  • The largest Inspire Corporate Bond ETF seller in Q3 2024 was Inspire Advisors, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2024.