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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

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.

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
22
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$8.02M
2
CFD
2
Creative Financial Designs
Indiana
$10.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.47M
4
PFG
4
PAX Financial Group
Texas
$8.15M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.64M

Top Sellers

1
IA
1
Inspire Advisors
Idaho
$30.1M
2
KAS
2
Kestra Advisory Services
Texas
$988K
3
OCM
3
One Capital Management
California
$0
4
OFS
4
OneAscent Financial Services
Alabama
$0
5
DSN
5
D. Scott Neal
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$504K +$23.8K +742 +5%
AAS
27
Avantax Advisory Services
Texas
$450K +$20.8K +646 +5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$385K +$117K +3,626 +43%
SOS
29
Silver Oak Securities
Tennessee
$355K +$9.21K +287 +3%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$346K +$32 +1 +0%
GS
31
GTS Securities
New York
$316K +$316K +9,827 New
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$287K -$55K -1,712 -16%
DIM
33
Delta Investment Management
California
$285K -$48.4K -1,506 -15%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$268K +$9.29K +289 +4%
WMWM
35
Whitaker-Myers Wealth Managers
Ohio
$249K -$1.06K -33 -0.4%
GWP
36
Gateway Wealth Partners
Wisconsin
$248K +$248K +7,723 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$230K +$230K +7,149 New
IWP
38
IAG Wealth Partners
Wisconsin
$140K -$19.9K -620 -12%
CPG
39
Cornerstone Planning Group
New Jersey
$131K +$131K +4,071 New
HR
40
Howe & Rusling
New York
$109K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$61K -$5.48K -171 -8%
CFGS
42
Concourse Financial Group Securities
Alabama
$60.3K +$60.3K +1,876 New
FA
43
Faithward Advisors
Pennsylvania
$55.5K -$19.8K -592 -26%
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
$52K +$52K +1,618 New
GWM
45
Geneos Wealth Management
Colorado
$46.8K -$235K -7,327 -83%
PA
46
Parallel Advisors
California
$40.2K +$40.2K +1,250 New
HI
47
Harbour Investments
Wisconsin
$31.3K +$29K +904 +1,291%
VFA
48
Values First Advisors
Tennessee
$10K +$32 +1 +0.3%
WAS
49
Winch Advisory Services
Wisconsin
$7K +$1.71K +56 +32%
FA
50
Fiduciary Alliance
South Carolina
$5.94K +$5.94K +185 New
1
2
3