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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

43 hedge funds and large institutions have $84.9M invested in Inspire Small/Mid Cap Impact ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.73%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
2
Increased
19
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$24.7M
2
II
2
Inspire Investing
Idaho
$13.6M
3
PFG
3
PAX Financial Group
Texas
$5.71M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.83M
5
CFD
5
Creative Financial Designs
Indiana
$5.93M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.91M
2
BAM
2
Belpointe Asset Management
Nevada
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
DIM
4
Delta Investment Management
California
$296K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$292K 10,231 -121 -1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$276K 9,667 +1,105 +13%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$263K 9,149 +3,751 +69%
ACG
29
Allen Capital Group
Nebraska
$225K 7,875 -4,280 -35%
GWM
30
Geneos Wealth Management
Colorado
$223K 7,738 +6,122 +379%
Morgan Stanley
31
Morgan Stanley
New York
$204K 7,158 -165 -2%
HR
32
Howe & Rusling
New York
$110K 3,841 – –
FA
33
Faithward Advisors
Pennsylvania
$90K 3,150 -35 -1%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$29K 1,021 -1,281 -56%
ADL
35
Asset Dedication LLC
California
$26K 920 – –
COCM
36
Charter Oak Capital Management
New Hampshire
$17K 580 – –
VFA
37
Values First Advisors
Tennessee
$9K 338 +181 +115%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$8K 280 – –
AIP
39
Ameritas Investment Partners
Nebraska
$4K 168 -29 -15%
IA
40
IFP Advisors
Florida
$3K 50 – –
HI
41
Harbour Investments
Wisconsin
$2K 70 +70 New
TCOV
42
Trust Company of Vermont
Vermont
$1K 43 +43 New
BAM
43
Belpointe Asset Management
Nevada
– – -11,425 Closed
CW
44
CreativeOne Wealth
Kansas
– – -8,284 Closed
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
– – -6,401 Closed
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
– – -910 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
48
Wells Fargo
California
$0 1 – –
1
2