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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

60 hedge funds and large institutions have $144M invested in Inspire Small/Mid Cap Impact ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
6
Increased
24
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$48.6M
2
II
2
Inspire Investing
Idaho
$10.1M
3
GS
3
GTS Securities
New York
$1.43M
4
OFS
4
OneAscent Financial Services
Alabama
$1.28M
5
W
5
WorthPointe
California
$1.12M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.64M
2
KAS
2
Kestra Advisory Services
Texas
$1.21M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
MFG
5
Merit Financial Group
Georgia
$246K
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$881K 25,398 -1,963 -7%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$740K 21,333 -1,065 -5%
WDL
28
Well Done LLC
Michigan
$651K 18,775 +53 +0.3%
AWM
29
AE Wealth Management
Kansas
$627K 18,500 -522 -3%
FA
30
Faithward Advisors
Pennsylvania
$597K 18,066 +17,155 +1,883%
AWS
31
Atria Wealth Solutions
New York
$558K 16,072 -570 -3%
RWM
32
Revisor Wealth Management
Ohio
$455K 13,115 -2,010 -13%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$435K 12,542 +1,019 +9%
AAS
34
Avantax Advisory Services
Texas
$415K 11,969 -1,915 -14%
FG
35
Fairman Group
Pennsylvania
$361K 10,392 +10,392 New
SOS
36
Silver Oak Securities
Tennessee
$344K 9,916 +322 +3%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$318K 9,158 +233 +3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$290K 8,364 +388 +5%
MFG
39
Merit Financial Group
Georgia
$246K 7,089 -13,186 -65%
WMWM
40
Whitaker-Myers Wealth Managers
Ohio
$229K 6,594 -356 -5%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$222K 6,398 -1,178 -16%
Two Sigma Investments
42
Two Sigma Investments
New York
$208K 6,000 +6,000 New
VFA
43
Values First Advisors
Tennessee
$180K 5,191 +4,879 +1,564%
CPG
44
Cornerstone Planning Group
New Jersey
$141K 4,071 – –
HR
45
Howe & Rusling
New York
$117K 3,378 – –
CAM
46
Creekmur Asset Management
Illinois
$116K 3,341 +3,341 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$108K 3,102 -3 -0.1%
OLVIG
48
Oliver Lagore Vanvalin Investment Group
Michigan
$95.2K 2,743 -16 -0.6%
IWP
49
IAG Wealth Partners
Wisconsin
$88.6K 2,553 -1,870 -42%
HI
50
Harbour Investments
Wisconsin
$72K 2,075 -49 -2%
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