Inspire Small/Mid Cap Impact ETF
ISMD
ISMD
34 hedge funds and large institutions have $57.6M invested in Inspire Small/Mid Cap Impact ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
12% less capital invested
Capital invested by funds: $65.7M → $57.6M (-$8.07M)
13.62% less ownership
Funds ownership: 70.37% → 56.75% (-14%)
Holders
34
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$910K | |
| 2 | +$222K | |
| 3 | +$202K | |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$160K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$110K |
Top Sellers
| 1 | -$12M | |
| 2 | -$1.63M | |
| 3 | -$847K | |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$260K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$196K |