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Inspire Small/Mid Cap Impact ETF
ISMD

51 hedge funds and large institutions have $87.5M invested in Inspire Small/Mid Cap Impact ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

16% more funds holding

Funds holding: 44 → 51 (+7)

14% more capital invested

Capital invested by funds: $76.8M → $87.5M (+$10.7M)

0.76% more ownership

Funds ownership: 72.83% → 73.59% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
17
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$816K
2
CFD
Creative Financial Designs
Indiana
+$752K
3
IA
Inspire Advisors
Idaho
+$682K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$541K
5
OCM
One Capital Management
California
+$359K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$726K
2
SFS
Sowell Financial Services
Arkansas
-$723K
3
KP
Keel Point
Alabama
-$487K
4
ACG
Allen Capital Group
Nebraska
-$216K
5
UBS Group
UBS Group
Switzerland
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$345K +$55.5K +1,852 +19%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$320K +$8.42K +281 +3%
OFS
28
OneAscent Financial Services
Alabama
$320K +$318K +10,621 New
DIM
29
Delta Investment Management
California
$312K – – –
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$309K +$30 +1 +0%
GWM
31
Geneos Wealth Management
Colorado
$267K -$15.3K -512 -5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$250K +$249K +8,295 New
WMWM
33
Whitaker-Myers Wealth Managers
Ohio
$233K +$232K +7,744 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$222K +$221K +7,389 New
DSN
35
D. Scott Neal
Kentucky
$219K +$218K +7,264 New
VFA
36
Values First Advisors
Tennessee
$211K +$200K +6,684 +1,972%
FAM
37
Frontier Asset Management
Wyoming
$208K +$207K +6,897 New
BAM
38
Belpointe Asset Management
Nevada
$189K +$188K +6,281 New
Morgan Stanley
39
Morgan Stanley
New York
$135K -$38.9K -1,300 -22%
FA
40
Faithward Advisors
Pennsylvania
$80.9K -$7.34K -245 -8%
IWP
41
IAG Wealth Partners
Wisconsin
$75K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$63K +$33.5K +1,118 +114%
FA
43
Fiduciary Alliance
South Carolina
$5.57K +$5.54K +185 New
AIP
44
Ameritas Investment Partners
Nebraska
$5.11K +$30 +1 +0.6%
WAS
45
Winch Advisory Services
Wisconsin
$5K +$5.18K +173 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$3.22K -$3.03K -101 -49%
HI
47
Harbour Investments
Wisconsin
$2.11K – – –
CAS
48
Coppell Advisory Solutions
Texas
$120 +$120 +4 New
CASC
49
Coppell Advisory Solutions Corp
Texas
$120 +$120 +4 New
NA
50
NewEdge Advisors
Louisiana
$41 +$41.2K +1,375 New
1
2
3

ISMD Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2022, worth a combined $87.5M — up 14% from $76.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ISMD positions and 8 closed out — a net gain of 7 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $816K. The largest seller was Citadel Advisors, exiting entirely with an estimated $726K sold.

  • 51 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $87.5M of Inspire Small/Mid Cap Impact ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 15 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2022 and 8 closed out, a net change of +7 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2022 was Jane Street, an estimated $816K added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2022 was Citadel Advisors, an estimated $726K sold.

Based on aggregated 13F filings for Q4 2022.