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Inspire Small/Mid Cap Impact ETF
ISMD

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

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 71 → 72 (+1)

3% more capital invested

Capital invested by funds: $121M → $125M (+$4.18M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4.75% less ownership

Funds ownership: 68.09% → 63.34% (-4.7%)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.03%
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

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$1.52M
2
IA
Inspire Advisors
Idaho
+$1.17M
3
IA
IFP Advisors
Florida
+$915K
4
LPL Financial
LPL Financial
California
+$827K
5
UBS Group
UBS Group
Switzerland
+$760K

Top Sellers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
-$8.4M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.86M
3
EWA
EverSource Wealth Advisors
Alabama
-$529K
4
Citadel Advisors
Citadel Advisors
Florida
-$502K
5
PFG
PAX Financial Group
Texas
-$489K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$607K -$33.6K -918 -5%
FA
27
Faithward Advisors
Pennsylvania
$588K -$20K -546 -3%
KP
28
Keel Point
Alabama
$562K – – –
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$560K +$74.8K +2,042 +16%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$519K +$45.6K +1,245 +10%
RWM
31
Revisor Wealth Management
Ohio
$498K -$71.5K -1,952 -13%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$423K +$30.8K +842 +8%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$387K -$27K -738 -7%
SOS
34
Silver Oak Securities
Tennessee
$370K -$22.2K -607 -6%
HIS
35
Harvest Investment Services
Illinois
$367K +$355K +9,684 New
WMWM
36
Whitaker-Myers Wealth Managers
Ohio
$330K +$21.6K +591 +7%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$329K +$318K +8,681 New
AAS
38
Avantax Advisory Services
Texas
$323K -$165K -4,514 -35%
FG
39
Fairman Group
Pennsylvania
$316K +$1.25K +34 +0.4%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$303K -$74.5K -2,035 -20%
OAS
41
Optivise Advisory Services
Tennessee
$288K +$56.8K +1,550 +26%
Osaic Holdings
42
Osaic Holdings
Arizona
$280K +$5.97K +163 +2%
SW
43
Simplicity Wealth
New Jersey
$248K +$240K +6,542 New
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$228K +$5.6K +153 +3%
LSIA
45
LaSalle St. Investment Advisors
Illinois
$216K +$209K +5,707 New
C
46
CEDRUS
Colorado
$214K +$207K +5,644 New
CPG
47
Cornerstone Planning Group
New Jersey
$154K +$439 +12 +0.3%
HI
48
Harbour Investments
Wisconsin
$154K +$549 +15 +0.4%
HR
49
Howe & Rusling
New York
$128K – – –
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$113K +$5.49K +150 +5%
1
2
3 4

ISMD Hedge Fund Activity: Q3 2024 in Review

72 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q3 2024, worth a combined $125M — up 3.5% from $121M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ISMD positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 21 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $1.52M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $8.4M sold.

  • 72 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q3 2024, up from 71 in Q2 2024.
  • Funds reported $125M of Inspire Small/Mid Cap Impact ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 8 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q3 2024 and 7 closed out, a net change of +1 holder.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q3 2024 was GTS Securities, an estimated $1.52M added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $8.4M sold.

Based on aggregated 13F filings for Q3 2024.