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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

37 hedge funds and large institutions have $91.3M invested in Inspire Small/Mid Cap Impact ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% 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
2
Increased
20
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
AlphaStar Capital Management
North Carolina
$3.54M
2
IA
2
Inspire Advisors
Idaho
$36.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.07M
4
PFG
4
PAX Financial Group
Texas
$1.39M
5
LI
5
LVZ Inc
Michigan
$3.7M

Top Sellers

1
II
1
Inspire Investing
Idaho
$10.9M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
ARC
3
Advisor Resource Council
Texas
$0
4
KP
4
Keel Point
Alabama
$2.38M
5
CA
5
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$59K +$36 +1 +0.1%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$44.6K +$44.6K +1,260 New
CWA
28
Carolina Wealth Advisors
South Carolina
$43K – – –
GWM
29
Geneos Wealth Management
Colorado
$40K +$28.2K +705 +238%
ADL
30
Asset Dedication LLC
California
$33K – – –
FCM
31
Firestone Capital Management
Florida
$28K – – –
COCM
32
Charter Oak Capital Management
New Hampshire
$19K – – –
Morgan Stanley
33
Morgan Stanley
New York
$12K -$35 -1 -0.3%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$11K – – –
VFA
35
Values First Advisors
Tennessee
$9K – – –
AIP
36
Ameritas Investment Partners
Nebraska
$7K +$34 +1 +0.5%
SWM
37
Spire Wealth Management
Virginia
$1K – – –
FTUS
38
Flow Traders U.S.
New York
– -$829K -22,557 Closed
ARC
39
Advisor Resource Council
Texas
– -$574K -15,633 Closed
CA
40
Cetera Advisors
Colorado
– -$220K -6,000 Closed
1
2