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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

60 hedge funds and large institutions have $109M invested in Inspire Small/Mid Cap Impact ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.96%
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
23
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$30.7M
2
KAS
2
Kestra Advisory Services
Texas
$1.97M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.99M
4
PFG
4
PAX Financial Group
Texas
$8.32M
5
FTUS
5
Flow Traders U.S.
New York
$511K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$704K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$467K
3
DIM
3
Delta Investment Management
California
$0
4
II
4
Inspire Investing
Idaho
$7.04M
5
CFD
5
Creative Financial Designs
Indiana
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$511K 16,802 +16,802 New
AWS
27
Atria Wealth Solutions
New York
$508K 16,642 +971 +6%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$467K 15,369 -30,238 -66%
RWM
29
Revisor Wealth Management
Ohio
$460K 15,125 +15,125 New
AAS
30
Avantax Advisory Services
Texas
$422K 13,884 -130 -0.9%
W
31
WorthPointe
California
$408K 13,425 +13,425 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$350K 11,523 +770 +7%
GWP
33
Gateway Wealth Partners
Wisconsin
$345K 11,355 +3,632 +47%
OFS
34
OneAscent Financial Services
Alabama
$326K 10,689 +10,689 New
SOS
35
Silver Oak Securities
Tennessee
$292K 9,594 -1,464 -13%
GS
36
GTS Securities
New York
$273K 8,972 -855 -9%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$271K 8,925 +577 +7%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$242K 7,976 +827 +12%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$230K 7,576 -1,367 -15%
WMWM
40
Whitaker-Myers Wealth Managers
Ohio
$211K 6,950 -788 -10%
IWP
41
IAG Wealth Partners
Wisconsin
$134K 4,423 +63 +1%
CPG
42
Cornerstone Planning Group
New Jersey
$124K 4,071 – –
HR
43
Howe & Rusling
New York
$103K 3,378 – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$94K 3,105 +1,200 +63%
OLVIG
45
Oliver Lagore Vanvalin Investment Group
Michigan
$83.8K 2,759 +1,141 +71%
HI
46
Harbour Investments
Wisconsin
$64.5K 2,124 +1,150 +118%
CFGS
47
Concourse Financial Group Securities
Alabama
$57.2K 1,876 – –
GWM
48
Geneos Wealth Management
Colorado
$44.2K 1,456 – –
PA
49
Parallel Advisors
California
$38K 1,250 – –
FA
50
Faithward Advisors
Pennsylvania
$26.8K 911 -752 -45%
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2
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