Inspire Small/Mid Cap Impact ETF
ISMD
ISMD
35 hedge funds and large institutions have $77M invested in Inspire Small/Mid Cap Impact ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 2 closing their positions.
Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.62%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
7
Increased
16
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Citadel Advisors
Miami,
Florida
|
$1.01M |
| 2 |
LI
2
LVZ Inc
Holland,
Michigan
|
$3.31M |
| 3 |
KP
3
Keel Point
Huntsville,
Alabama
|
$2.58M |
| 4 |
VFA
4
Values First Advisors
Gray,
Tennessee
|
$105K |
| 5 |
II
5
Inspire Investing
Meridian,
Idaho
|
$12M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
ADL
26
Asset Dedication LLC
San Francisco,
California
| $27K | 901 | +27 | +3% |
|
|
SCM
27
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
| $27K | 887 | +887 | New |
|
|
FCM
28
Firestone Capital Management
Coral Gables,
Florida
| $23K | 766 | +3 | +0.4% |
|
|
SFPG
29
Stonebridge Financial Planning Group
Orlando,
Florida
| $22K | 750 | – | – |
|
|
COCM
30
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $19K | 650 | +650 | New |
|
31
Morgan Stanley
New York
| $10K | 348 | – | – |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $10K | 295 | +92 | +45% |
|
|
AWG
33
Altus Wealth Group
Colorado Springs,
Colorado
| $8K | 258 | +258 | New |
|
|
AIP
34
Ameritas Investment Partners
Lincoln,
Nebraska
| $6K | 203 | +1 | +0.5% |
|
|
NFG
35
Next Financial Group
Houston,
Texas
| $1K | 50 | – | – |
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | – | -53,723 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | – | -1 | Closed |
|
|
CFGS
38
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
|
IA
39
IFP Advisors
Tampa,
Florida
| – | – | – | – |
|