Inspire Small/Mid Cap Impact ETF
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.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
3% more funds holding
Funds holding: 60 → 62 (+2)
4.34% less ownership
Funds ownership: 75.6% → 71.26% (-4.3%)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$4.28M |
| 2 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
+$1.49M |
| 3 |
LPL Financial
San Diego,
California
|
+$986K |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$788K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$10.8M |
| 2 |
P
Paradiem
Covington,
Louisiana
|
-$7.73M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.46M |
| 4 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$2.52M |
| 5 |
W
WorthPointe
La Jolla,
California
|
-$1.12M |
ISMD Hedge Fund Activity: Q1 2024 in Review
62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q1 2024, worth a combined $128M — down 11% from $144M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ISMD positions and 7 closed out — a net gain of 3 holders — while 22 added to existing stakes and 17 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $4.28M. The largest seller was Creative Financial Designs, cutting an estimated $10.8M.
- 62 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q1 2024, up from 60 in Q4 2023.
- Funds reported $128M of Inspire Small/Mid Cap Impact ETF stock for Q1 2024, down 11% quarter-over-quarter.
- 10 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q1 2024 and 7 closed out, a net change of +3 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q1 2024 was OneAscent Financial Services, an estimated $4.28M added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q1 2024 was Creative Financial Designs, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2024.