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Inspire Small/Mid Cap Impact ETF
ISMD

37 hedge funds and large institutions have $91.9M invested in Inspire Small/Mid Cap Impact ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

19% more capital invested

Capital invested by funds: $77M → $91.9M (+$14.9M)

6% more funds holding

Funds holding: 35 → 37 (+2)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.83% less ownership

Funds ownership: 82.34% → 80.51% (-1.8%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.65%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
7
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
Inspire Advisors
Idaho
+$1.13M
2
DIM
Delta Investment Management
California
+$646K
3
KAS
Kestra Advisory Services
Texas
+$425K
4
PFG
PAX Financial Group
Texas
+$419K
5
BAM
Belpointe Asset Management
Nevada
+$248K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.01M
2
II
Inspire Investing
Idaho
-$434K
3
LI
LVZ Inc
Michigan
-$418K
4
SS
Simplicity Solutions
Minnesota
-$375K
5
LPL Financial
LPL Financial
California
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
SevenOneSeven Capital Management
Pennsylvania
$31K -$374 -11 -1%
FCM
27
Firestone Capital Management
Florida
$27K – – –
SFPG
28
Stonebridge Financial Planning Group
Florida
$27K – – –
SFS
29
Sowell Financial Services
Arkansas
$23K -$25.3K -744 -55%
COCM
30
Charter Oak Capital Management
New Hampshire
$23K – – –
Morgan Stanley
31
Morgan Stanley
New York
$12K – – –
GWM
32
Geneos Wealth Management
Colorado
$10K +$34 +1 +0.3%
VFA
33
Values First Advisors
Tennessee
$9K -$111K -3,248 -93%
AIP
34
Ameritas Investment Partners
Nebraska
$7K – – –
GAM
35
Grandview Asset Management
Pennsylvania
$6K +$5.99K +176 New
NFG
36
Next Financial Group
Texas
$2K – – –
FHA
37
First Horizon Advisors
Tennessee
$1K +$987 +29 New
Citadel Advisors
38
Citadel Advisors
Florida
– -$1.01M -33,930 Closed
SS
39
Simplicity Solutions
Minnesota
– -$375K -12,535 Closed
Bank of America
40
Bank of America
North Carolina
– -$59K -1,979 Closed
ADL
41
Asset Dedication LLC
California
– -$27K -901 Closed
AWG
42
Altus Wealth Group
Colorado
– -$8K -258 Closed
1
2

ISMD Hedge Fund Activity: Q1 2021 in Review

37 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q1 2021, worth a combined $91.9M — up 19% from $77M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ISMD positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $1.13M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.01M sold.

  • 37 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q1 2021, up from 35 in Q4 2020.
  • Funds reported $91.9M of Inspire Small/Mid Cap Impact ETF stock for Q1 2021, up 19% quarter-over-quarter.
  • 7 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q1 2021 and 5 closed out, a net change of +2 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q1 2021 was Inspire Advisors, an estimated $1.13M added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q1 2021 was Citadel Advisors, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2021.