Inspire Small/Mid Cap Impact ETF
ISMD
ISMD
56 hedge funds and large institutions have $111M invested in Inspire Small/Mid Cap Impact ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
12% more funds holding
Funds holding: 50 → 56 (+6)
0.97% more ownership
Funds ownership: 69.4% → 70.36% (+0.97%)
Holders
56
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$7.8M | |
| 2 | +$3.33M | |
| 3 | +$1.47M | |
| 4 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$1.13M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$927K |
Top Sellers
| 1 | -$3.21M | |
| 2 | -$790K | |
| 3 | -$372K | |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$276K |
| 5 |
DSN
D. Scott Neal
Lexington,
Kentucky
|
-$266K |