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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

71 hedge funds and large institutions have $121M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
21
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$8.4M
2
LPL Financial
2
LPL Financial
California
$4.7M
3
SFSG
3
Sound Financial Strategies Group
Mississippi
$1.33M
4
FAM
4
Frontier Asset Management
Wyoming
$1.2M
5
KOC
5
Koss-Olinger Consulting
Florida
$1.09M

Top Sellers

1
BFS
1
Bare Financial Services
Pennsylvania
$1.62M
2
II
2
Inspire Investing
Idaho
$7.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$250K
4
IA
4
Inspire Advisors
Idaho
$44.7M
5
CW
5
CreativeOne Wealth
Kansas
$8.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
Faithward Advisors
Pennsylvania
$556K -$39.9K -1,151 -7%
KP
27
Keel Point
Alabama
$530K -$469K -13,108 -47%
RWM
28
Revisor Wealth Management
Ohio
$522K -$320K -9,245 -38%
Citadel Advisors
29
Citadel Advisors
Florida
$502K -$228K -6,576 -31%
AAS
30
Avantax Advisory Services
Texas
$451K +$21.2K +611 +5%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$441K +$69 +2 +0%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$431K +$41.8K +1,208 +11%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$379K -$183K -5,285 -33%
Jane Street
34
Jane Street
New York
$370K +$370K +10,681 New
SOS
35
Silver Oak Securities
Tennessee
$359K +$1.73K +50 +0.5%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$357K +$13.7K +397 +4%
TCM
37
TruNorth Capital Management
Michigan
$352K – – –
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$347K +$347K +10,034 New
FG
39
Fairman Group
Pennsylvania
$288K -$73.3K -2,109 -20%
WMWM
40
Whitaker-Myers Wealth Managers
Ohio
$281K +$8.21K +237 +3%
Osaic Holdings
41
Osaic Holdings
Arizona
$250K -$1.88M -54,178 -88%
OAS
42
Optivise Advisory Services
Tennessee
$209K +$209K +6,047 New
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$203K +$3.57K +103 +2%
CPG
44
Cornerstone Planning Group
New Jersey
$143K +$593 +17 +0.4%
HI
45
Harbour Investments
Wisconsin
$140K +$68.2K +1,969 +95%
HR
46
Howe & Rusling
New York
$117K – – –
OLVIG
47
Oliver Lagore Vanvalin Investment Group
Michigan
$116K -$658 -19 -0.6%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$98K -$10.2K -294 -9%
CA
49
CoreCap Advisors
Michigan
$77K -$796 -23 -1%
CFGS
50
Concourse Financial Group Securities
Alabama
$65.2K – – –
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