Inspire Small/Mid Cap Impact ETF
ISMD
ISMD
62 hedge funds and large institutions have $128M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
11% less capital invested
Capital invested by funds: $144M → $128M (-$15.9M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
62
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$4.5M | |
| 2 | +$1.47M | |
| 3 | +$1.04M | |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$829K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$759K |
Top Sellers
| 1 | -$11.4M | |
| 2 | -$7.73M | |
| 3 | -$3.64M | |
| 4 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$2.65M |
| 5 |
W
WorthPointe
La Jolla,
California
|
-$1.12M |