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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

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.

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
1
Jane Street
New York
$821K
2
CFD
2
Creative Financial Designs
Indiana
$7.17M
3
IA
3
Inspire Advisors
Idaho
$23M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$544K
5
OCM
5
One Capital Management
California
$361K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
KP
3
Keel Point
Alabama
$986K
4
ACG
4
Allen Capital Group
Nebraska
$0
5
UBS Group
5
UBS Group
Switzerland
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
SOS
26
Silver Oak Securities
Tennessee
$345K 11,446 +1,852 +19%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$320K 10,629 +281 +3%
OFS
28
OneAscent Financial Services
Alabama
$320K 10,621 +10,621 New
DIM
29
Delta Investment Management
California
$312K 10,368 – –
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$309K 10,259 +1 +0%
GWM
31
Geneos Wealth Management
Colorado
$267K 8,864 -512 -5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$250K 8,295 +8,295 New
WMWM
33
Whitaker-Myers Wealth Managers
Ohio
$233K 7,744 +7,744 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$222K 7,389 +7,389 New
DSN
35
D. Scott Neal
Kentucky
$219K 7,264 +7,264 New
VFA
36
Values First Advisors
Tennessee
$211K 7,023 +6,684 +1,972%
FAM
37
Frontier Asset Management
Wyoming
$208K 6,897 +6,897 New
BAM
38
Belpointe Asset Management
Nevada
$189K 6,281 +6,281 New
Morgan Stanley
39
Morgan Stanley
New York
$135K 4,500 -1,300 -22%
FA
40
Faithward Advisors
Pennsylvania
$80.9K 2,686 -245 -8%
IWP
41
IAG Wealth Partners
Wisconsin
$75K 2,490 – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$63K 2,096 +1,118 +114%
FA
43
Fiduciary Alliance
South Carolina
$5.57K 185 +185 New
AIP
44
Ameritas Investment Partners
Nebraska
$5.11K 170 +1 +0.6%
WAS
45
Winch Advisory Services
Wisconsin
$5K 173 +173 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$3.22K 107 -101 -49%
HI
47
Harbour Investments
Wisconsin
$2.11K 70 – –
CASC
48
Coppell Advisory Solutions Corp
Texas
$120 4 +4 New
CAS
49
Coppell Advisory Solutions
Texas
$120 4 +4 New
NA
50
NewEdge Advisors
Louisiana
$41 1,375 +1,375 New
1
2
3