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Inspire Corporate Bond ETF

88 hedge funds and large institutions have $289M invested in Inspire Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

10% more funds holding

Funds holding: 8088 (+8)

3.6% more ownership

Funds ownership: 82.66%86.26% (+3.6%)

3% more capital invested

Capital invested by funds: $281M → $289M (+$8.46M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.16%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
40
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$69.8M +$1.38M +58,246 +2%
FA
2
Faithward Advisors
Pennsylvania
$33.9M +$642K +27,062 +2%
CIA
3
Christian Investment Advisors
Texas
$20.1M +$20.4M +858,471 New
AI
4
Atria Investments
North Carolina
$16.5M -$16.9M -713,437 -50%
CFD
5
Creative Financial Designs
Indiana
$15.9M +$296K +12,492 +2%
CW
6
CreativeOne Wealth
Kansas
$14.7M -$273K -11,508 -2%
II
7
Inspire Investing
Idaho
$12.9M -$6.67M -281,158 -34%
BFS
8
Bare Financial Services
Pennsylvania
$12.5M +$1.02M +42,795 +9%
OFS
9
OneAscent Financial Services
Alabama
$11.1M +$11.3M +474,566 New
PFG
10
PAX Financial Group
Texas
$10.1M -$901K -37,952 -8%
OWM
11
OneAscent Wealth Management
Alabama
$7.94M -$7.11M -299,669 -47%
LPL Financial
12
LPL Financial
California
$5.86M +$584K +24,618 +11%
LI
13
LVZ Inc
Michigan
$4.35M +$348K +14,676 +9%
Citadel Advisors
14
Citadel Advisors
Florida
$4.08M +$4.13M +173,985 New
LWAM
15
Legacy Wealth Asset Management
Minnesota
$3.3M -$1.5K -63 -0%
VA
16
Valmark Advisers
Ohio
$3.08M +$2.92M +122,980 +1,444%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.07M -$207K -8,720 -6%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.3M +$138K +5,817 +6%
RFG
19
Range Financial Group
Oregon
$2.3M +$391K +16,489 +20%
Raymond James Financial
20
Raymond James Financial
Florida
$2.15M +$2.17M +91,650 New
PAW
21
Plan A Wealth
Nebraska
$2.09M +$2.12M +89,292 New
VC
22
Vicus Capital
Pennsylvania
$1.74M +$120K +5,050 +7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.65M -$81.5K -3,435 -5%
APA
24
Astoria Portfolio Advisors
New York
$1.57M +$258K +10,893 +19%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.5M +$340K +14,348 +29%

IBD Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Inspire Corporate Bond ETF (IBD) for Q4 2024, worth a combined $289M — up 3% from $281M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBD positions and 8 closed out — a net gain of 9 holders — while 40 added to existing stakes and 26 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $11.3M. The largest seller was Atria Investments, cutting an estimated $16.9M.

  • 88 institutional investors held Inspire Corporate Bond ETF (IBD) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $289M of Inspire Corporate Bond ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 17 funds opened new Inspire Corporate Bond ETF positions in Q4 2024 and 8 closed out, a net change of +9 holders.
  • The largest Inspire Corporate Bond ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $11.3M added.
  • The largest Inspire Corporate Bond ETF seller in Q4 2024 was Atria Investments, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2024.