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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

44 hedge funds and large institutions have $76.8M invested in Inspire Small/Mid Cap Impact ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
4
Increased
17
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$726K
2
KOC
2
Koss-Olinger Consulting
Florida
$605K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.07M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.83M
5
SFS
5
Sowell Financial Services
Arkansas
$723K

Top Sellers

1
IA
1
Inspire Advisors
Idaho
$20.3M
2
II
2
Inspire Investing
Idaho
$10.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
PFG
4
PAX Financial Group
Texas
$4.96M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DIM
26
Delta Investment Management
California
$284K 10,368 – –
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$283K 10,348 +117 +1%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$281K 10,258 +1,109 +12%
GWM
29
Geneos Wealth Management
Colorado
$256K 9,376 +1,638 +21%
ACG
30
Allen Capital Group
Nebraska
$216K 7,875 – –
Morgan Stanley
31
Morgan Stanley
New York
$159K 5,800 -1,358 -19%
HR
32
Howe & Rusling
New York
$97K 3,535 -306 -8%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$84K 3,077 +3,077 New
FA
34
Faithward Advisors
Pennsylvania
$80K 2,931 -219 -7%
IWP
35
IAG Wealth Partners
Wisconsin
$68K 2,490 +2,490 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$27K 978 -43 -4%
ADL
37
Asset Dedication LLC
California
$25K 920 – –
VFA
38
Values First Advisors
Tennessee
$9K 339 +1 +0.3%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$6K 208 -72 -26%
AIP
40
Ameritas Investment Partners
Nebraska
$4K 169 +1 +0.6%
IA
41
IFP Advisors
Florida
$3K 50 – –
HI
42
Harbour Investments
Wisconsin
$2K 70 – –
TCOV
43
Trust Company of Vermont
Vermont
$1K 43 – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
– – -20,305 Closed
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
– – -9,667 Closed
COCM
46
Charter Oak Capital Management
New Hampshire
– – -580 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
48
Wells Fargo
California
$0 1 – –
1
2