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Inspire Small/Mid Cap Impact ETF
ISMD

27 hedge funds and large institutions have $28.8M invested in Inspire Small/Mid Cap Impact ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

35% more funds holding

Funds holding: 20 → 27 (+7)

3% more capital invested

Capital invested by funds: $28M → $28.8M (+$857K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.16% less ownership

Funds ownership: 35.48% → 33.32% (-2.2%)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
12
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
Atria Investments
North Carolina
+$786K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$533K
3
SPC
Sigma Planning Corp
Michigan
+$488K
4
Jane Street
Jane Street
New York
+$396K
5
AWM
AE Wealth Management
Kansas
+$324K

Top Sellers

1
II
Inspire Investing
Idaho
-$2.55M
2
IFWM
Institute for Wealth Management
Colorado
-$1.56M
3
Citadel Advisors
Citadel Advisors
Florida
-$251K
4
KP
Keel Point
Alabama
-$77.3K
5
AG
Advisor Group
Arizona
-$13.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$5K – – –
IFWM
27
Institute for Wealth Management
Colorado
– -$1.56M -59,200 Closed
Wells Fargo
28
Wells Fargo
California
– +$26 +1 New
1
2

ISMD Hedge Fund Activity: Q2 2019 in Review

27 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q2 2019, worth a combined $28.8M — up 3.1% from $28M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ISMD positions and 1 closed out — a net gain of 8 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $786K. The largest seller was Inspire Investing, cutting an estimated $2.55M.

  • 27 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q2 2019, up from 20 in Q1 2019.
  • Funds reported $28.8M of Inspire Small/Mid Cap Impact ETF stock for Q2 2019, up 3.1% quarter-over-quarter.
  • 9 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q2 2019 and 1 closed out, a net change of +8 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q2 2019 was Atria Investments, an estimated $786K added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q2 2019 was Inspire Investing, an estimated $2.55M sold.

Based on aggregated 13F filings for Q2 2019.