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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

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.

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
1
Inspire Advisors
Idaho
$32.2M
2
PFG
2
PAX Financial Group
Texas
$6.79M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.52M
4
MFG
4
Merit Financial Group
Georgia
$339K
5
SFS
5
Sowell Financial Services
Arkansas
$237K

Top Sellers

1
II
1
Inspire Investing
Idaho
$6.9M
2
Jane Street
2
Jane Street
New York
$0
3
LI
3
LVZ Inc
Michigan
$3.34M
4
VFA
4
Values First Advisors
Tennessee
$9.67K
5
FAM
5
Frontier Asset Management
Wyoming
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SOS
26
Silver Oak Securities
Tennessee
$334K 10,771 -675 -6%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$334K 10,752 +493 +5%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$331K 10,655 +26 +0.2%
DIM
29
Delta Investment Management
California
$322K 10,368 – –
OFS
30
OneAscent Financial Services
Alabama
$276K 8,847 -1,774 -17%
GWM
31
Geneos Wealth Management
Colorado
$273K 8,783 -81 -0.9%
DSN
32
D. Scott Neal
Kentucky
$266K 8,564 +1,300 +18%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$259K 8,359 +64 +0.8%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$250K 8,059 +670 +9%
WMWM
35
Whitaker-Myers Wealth Managers
Ohio
$241K 7,771 +27 +0.3%
SFS
36
Sowell Financial Services
Arkansas
$237K 7,642 +7,642 New
CW
37
CreativeOne Wealth
Kansas
$213K 6,860 +6,860 New
BAM
38
Belpointe Asset Management
Nevada
$195K 6,296 +15 +0.2%
IWP
39
IAG Wealth Partners
Wisconsin
$155K 4,980 +2,490 +100%
Morgan Stanley
40
Morgan Stanley
New York
$127K 4,100 -400 -9%
HR
41
Howe & Rusling
New York
$105K 3,378 +3,378 New
FA
42
Faithward Advisors
Pennsylvania
$66.7K 2,255 -431 -16%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$64K 2,076 -20 -1%
AAS
44
Ameritas Advisory Services
Nebraska
$45.8K 1,493 +1,493 New
VFA
45
Values First Advisors
Tennessee
$9.67K 311 -6,712 -96%
AIP
46
Ameritas Investment Partners
Nebraska
$5.27K 170 – –
WAS
47
Winch Advisory Services
Wisconsin
$5K 173 – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$3.1K 100 -7 -7%
VCM
49
Versant Capital Management
Arizona
$2.83K 91 +91 New
HI
50
Harbour Investments
Wisconsin
$2.17K 70 – –
1
2
3