ISMD icon

Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

42 hedge funds and large institutions have $97.1M invested in Inspire Small/Mid Cap Impact ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.65%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
23
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
II
1
Inspire Investing
Idaho
$12.6M
2
PFG
2
PAX Financial Group
Texas
$2.56M
3
IA
3
Inspire Advisors
Idaho
$37.8M
4
LI
4
LVZ Inc
Michigan
$4.21M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.48M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$598K
2
ACM
2
AlphaStar Capital Management
North Carolina
$2.98M
3
HI
3
Harbour Investments
Wisconsin
$0
4
FA
4
Faithward Advisors
Pennsylvania
$113K
5
CWA
5
Carolina Wealth Advisors
South Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
26
Values First Advisors
Tennessee
$204K 5,781 +5,523 +2,141%
BAM
27
Belpointe Asset Management
Nevada
$150K 4,256 +4,256 New
HR
28
Howe & Rusling
New York
$135K 3,841 +270 +8%
FA
29
Faithward Advisors
Pennsylvania
$113K 3,208 -3,069 -49%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$103K 2,936 +1,128 +62%
WA
31
Win Advisors
Florida
$103K 2,918 +2,918 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$59K 1,673 +24 +1%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$44.4K 1,260 – –
GWM
34
Geneos Wealth Management
Colorado
$40K 1,157 +156 +16%
ADL
35
Asset Dedication LLC
California
$32K 920 – –
COCM
36
Charter Oak Capital Management
New Hampshire
$19K 550 – –
EWA
37
EverSource Wealth Advisors
Alabama
$17K 490 +490 New
Morgan Stanley
38
Morgan Stanley
New York
$12K 347 – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$10K 280 -43 -13%
AIP
40
Ameritas Investment Partners
Nebraska
$7K 222 +18 +9%
TCOV
41
Trust Company of Vermont
Vermont
$2K 43 +43 New
CA
42
CoreCap Advisors
Michigan
$1K 4 +4 New
HI
43
Harbour Investments
Wisconsin
– – -10,359 Closed
CWA
44
Carolina Wealth Advisors
South Carolina
– – -1,202 Closed
FCM
45
Firestone Capital Management
Florida
– – -768 Closed
SWM
46
Spire Wealth Management
Virginia
– – -38 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
48
Wells Fargo
California
– – – –
1
2