Inspire Small/Mid Cap Impact ETF
ISMD
29 hedge funds and large institutions have $65.7M invested in Inspire Small/Mid Cap Impact ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
128% more capital invested
Capital invested by funds: $28.8M → $65.7M (+$36.9M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
37.05% more ownership
Funds ownership: 33.32% → 70.37% (+37%)
7% more funds holding
Funds holding: 27 → 29 (+2)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Ameritas Investment Company
Lincoln,
Nebraska
| $12K | +$11.6K | +446 | New |
|
27
Morgan Stanley
New York
| $9K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $5K | – | – | – |
|
29
Citadel Advisors
Miami,
Florida
| – | -$1.06M | -39,602 | Closed |
|
|
OFS
30
OneAscent Financial Services
Birmingham,
Alabama
| – | -$817K | -30,592 | Closed |
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$292K | -10,949 | Closed |
|
|
SWP
32
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$238K | -8,903 | Closed |
|
ISMD Hedge Fund Activity: Q3 2019 in Review
29 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q3 2019, worth a combined $65.7M — up 128% from $28.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ISMD positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was LVZ Inc, adding an estimated $837K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.06M sold.
- 29 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q3 2019, up from 27 in Q2 2019.
- Funds reported $65.7M of Inspire Small/Mid Cap Impact ETF stock for Q3 2019, up 128% quarter-over-quarter.
- 6 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q3 2019 and 4 closed out, a net change of +2 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q3 2019 was LVZ Inc, an estimated $837K added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q3 2019 was Citadel Advisors, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2019.