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Inspire Small/Mid Cap Impact ETF
ISMD

50 hedge funds and large institutions have $94.8M invested in Inspire Small/Mid Cap Impact ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $87.5M → $94.8M (+$7.29M)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

2% less funds holding

Funds holding: 51 → 50 (-1)

4.19% less ownership

Funds ownership: 73.59% → 69.4% (-4.2%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
6
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Inspire Advisors
Idaho
+$8.74M
2
PFG
PAX Financial Group
Texas
+$1.27M
3
Osaic Holdings
Osaic Holdings
Arizona
+$640K
4
MFG
Merit Financial Group
Georgia
+$348K
5
SFS
Sowell Financial Services
Arkansas
+$244K

Top Sellers

1
II
Inspire Investing
Idaho
-$5.23M
2
Jane Street
Jane Street
New York
-$821K
3
LI
LVZ Inc
Michigan
-$298K
4
VFA
Values First Advisors
Tennessee
-$214K
5
FAM
Frontier Asset Management
Wyoming
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$334K -$21.5K -675 -6%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$334K +$15.7K +493 +5%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$331K +$830 +26 +0.2%
DIM
29
Delta Investment Management
California
$322K – – –
OFS
30
OneAscent Financial Services
Alabama
$276K -$56.6K -1,774 -17%
GWM
31
Geneos Wealth Management
Colorado
$273K -$2.58K -81 -0.9%
DSN
32
D. Scott Neal
Kentucky
$266K +$41.5K +1,300 +18%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$259K +$2.04K +64 +0.8%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$250K +$21.4K +670 +9%
WMWM
35
Whitaker-Myers Wealth Managers
Ohio
$241K +$862 +27 +0.3%
SFS
36
Sowell Financial Services
Arkansas
$237K +$244K +7,642 New
CW
37
CreativeOne Wealth
Kansas
$213K +$219K +6,860 New
BAM
38
Belpointe Asset Management
Nevada
$195K +$479 +15 +0.2%
IWP
39
IAG Wealth Partners
Wisconsin
$155K +$79.5K +2,490 +100%
Morgan Stanley
40
Morgan Stanley
New York
$127K -$12.8K -400 -9%
HR
41
Howe & Rusling
New York
$105K +$108K +3,378 New
FA
42
Faithward Advisors
Pennsylvania
$66.7K -$13.8K -431 -16%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$64K -$638 -20 -1%
AAS
44
Ameritas Advisory Services
Nebraska
$45.8K +$47.6K +1,493 New
VFA
45
Values First Advisors
Tennessee
$9.66K -$214K -6,712 -96%
AIP
46
Ameritas Investment Partners
Nebraska
$5.27K – – –
WAS
47
Winch Advisory Services
Wisconsin
$5K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$3.1K -$223 -7 -7%
VCM
49
Versant Capital Management
Arizona
$2.83K +$2.9K +91 New
HI
50
Harbour Investments
Wisconsin
$2.17K – – –
1
2
3

ISMD Hedge Fund Activity: Q1 2023 in Review

50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q1 2023, worth a combined $94.8M — up 8.3% from $87.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ISMD and 6 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 17 added.

The largest buyer was Inspire Advisors, adding an estimated $8.74M. The largest seller was Inspire Investing, cutting an estimated $5.23M.

  • 50 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q1 2023, down from 51 in Q4 2022.
  • Funds reported $94.8M of Inspire Small/Mid Cap Impact ETF stock for Q1 2023, up 8.3% quarter-over-quarter.
  • 6 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q1 2023 and 7 closed out, a net change of -1 holder.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q1 2023 was Inspire Advisors, an estimated $8.74M added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q1 2023 was Inspire Investing, an estimated $5.23M sold.

Based on aggregated 13F filings for Q1 2023.