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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

38 hedge funds and large institutions have $93.9M invested in Inspire Small/Mid Cap Impact ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.66%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
11
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$829K
2
Goldman Sachs
2
Goldman Sachs
New York
$401K
3
PFG
3
PAX Financial Group
Texas
$762K
4
UBS Group
4
UBS Group
Switzerland
$1.41M
5
CA
5
Cetera Advisors
Colorado
$220K

Top Sellers

1
IA
1
Inspire Advisors
Idaho
$37.3M
2
CFD
2
Creative Financial Designs
Indiana
$6.34M
3
II
3
Inspire Investing
Idaho
$13.9M
4
FA
4
Faithward Advisors
Pennsylvania
$262K
5
BAM
5
Belpointe Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Next Financial Group
Texas
$103K +$101K +2,756 +5,512%
HR
27
Howe & Rusling
New York
$76K – – –
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$61K +$61K +1,648 New
CWA
29
Carolina Wealth Advisors
South Carolina
$44K – – –
ADL
30
Asset Dedication LLC
California
$34K +$34K +920 New
FCM
31
Firestone Capital Management
Florida
$28K +$73 +2 +0.3%
COCM
32
Charter Oak Capital Management
New Hampshire
$20K -$3.64K -100 -15%
Morgan Stanley
33
Morgan Stanley
New York
$13K – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$12K +$12K +323 New
GWM
35
Geneos Wealth Management
Colorado
$10K – – –
VFA
36
Values First Advisors
Tennessee
$9K – – –
AIP
37
Ameritas Investment Partners
Nebraska
$7K – – –
SWM
38
Spire Wealth Management
Virginia
$1K +$1K +38 New
BAM
39
Belpointe Asset Management
Nevada
– -$260K -7,297 Closed
WAP
40
Wealthcare Advisory Partners
Pennsylvania
– -$60K -1,672 Closed
SCM
41
SevenOneSeven Capital Management
Pennsylvania
– -$31K -876 Closed
SFPG
42
Stonebridge Financial Planning Group
Florida
– -$27K -750 Closed
SFS
43
Sowell Financial Services
Arkansas
– -$23K -610 Closed
GAM
44
Grandview Asset Management
Pennsylvania
– -$6K -176 Closed
FHA
45
First Horizon Advisors
Tennessee
– -$1K -29 Closed
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