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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

72 hedge funds and large institutions have $125M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
30
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$1.57M
2
IA
2
Inspire Advisors
Idaho
$50.1M
3
IA
3
IFP Advisors
Florida
$967K
4
LPL Financial
4
LPL Financial
California
$6M
5
UBS Group
5
UBS Group
Switzerland
$2.04M

Top Sellers

1
OFS
1
OneAscent Financial Services
Alabama
$0
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$2.1M
3
EWA
3
EverSource Wealth Advisors
Alabama
$1.36M
4
PFG
4
PAX Financial Group
Texas
$9.68M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$607K -$34.8K -918 -5%
FA
27
Faithward Advisors
Pennsylvania
$588K -$20.7K -546 -3%
KP
28
Keel Point
Alabama
$562K – – –
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$560K +$77.4K +2,042 +16%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$519K +$47.2K +1,245 +10%
RWM
31
Revisor Wealth Management
Ohio
$498K -$74K -1,952 -13%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$423K +$31.9K +842 +8%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$387K -$28K -738 -7%
SOS
34
Silver Oak Securities
Tennessee
$370K -$23K -607 -6%
HIS
35
Harvest Investment Services
Illinois
$367K +$367K +9,684 New
WMWM
36
Whitaker-Myers Wealth Managers
Ohio
$330K +$22.4K +591 +7%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$329K +$329K +8,681 New
AAS
38
Avantax Advisory Services
Texas
$323K -$171K -4,514 -35%
FG
39
Fairman Group
Pennsylvania
$316K +$1.29K +34 +0.4%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$303K -$77.1K -2,035 -20%
OAS
41
Optivise Advisory Services
Tennessee
$288K +$58.7K +1,550 +26%
Osaic Holdings
42
Osaic Holdings
Arizona
$280K +$6.18K +163 +2%
SW
43
Simplicity Wealth
New Jersey
$248K +$248K +6,542 New
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$228K +$5.8K +153 +3%
LSIA
45
LaSalle St. Investment Advisors
Illinois
$216K +$216K +5,707 New
C
46
CEDRUS
Colorado
$214K +$214K +5,644 New
CPG
47
Cornerstone Planning Group
New Jersey
$154K +$449 +12 +0.3%
HI
48
Harbour Investments
Wisconsin
$154K +$569 +15 +0.4%
HR
49
Howe & Rusling
New York
$128K – – –
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$113K +$5.72K +150 +5%
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2
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