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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

81 hedge funds and large institutions have $143M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
25
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$9.71M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.35M
3
CW
3
CreativeOne Wealth
Kansas
$10.5M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.09M
5
IA
5
Inspire Advisors
Idaho
$50.6M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.08M
2
PFG
2
PAX Financial Group
Texas
$9.02M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
SW
4
Simplicity Wealth
New Jersey
$0
5
FAM
5
Frontier Asset Management
Wyoming
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$926K -$31.1K -828 -3%
KAS
27
Kestra Advisory Services
Texas
$922K +$322K +8,582 +54%
SFS
28
Sowell Financial Services
Arkansas
$698K +$698K +18,591 New
BAM
29
Belpointe Asset Management
Nevada
$697K -$41.5K -1,100 -6%
FAC
30
Financial Advisory Corporation
Michigan
$667K +$667K +17,773 New
WDL
31
Well Done LLC
Michigan
$654K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$626K +$208K +5,529 +50%
Two Sigma Investments
33
Two Sigma Investments
New York
$615K +$615K +16,400 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$606K +$92.1K +2,454 +18%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$561K +$6.6K +176 +1%
FA
36
Faithward Advisors
Pennsylvania
$558K -$24.4K -649 -4%
SB
37
Strategic Blueprint
Georgia
$541K -$160K -4,255 -23%
KP
38
Keel Point
Alabama
$538K -$18.2K -485 -3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$524K +$141K +3,756 +37%
SAM
40
Synergy Asset Management
Washington
$439K +$439K +11,734 New
SOS
41
Silver Oak Securities
Tennessee
$398K +$32.1K +856 +9%
BTI
42
Blue Trust Inc
Georgia
$369K +$369K +9,831 New
Osaic Holdings
43
Osaic Holdings
Arizona
$356K +$79.1K +2,107 +29%
HIS
44
Harvest Investment Services
Illinois
$355K -$8.25K -220 -2%
AAS
45
Avantax Advisory Services
Texas
$317K -$2.36K -63 -0.7%
RWM
46
Revisor Wealth Management
Ohio
$314K -$179K -4,773 -36%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$305K +$5.1K +136 +2%
WMWM
48
Whitaker-Myers Wealth Managers
Ohio
$300K -$26.3K -702 -8%
Raymond James Financial
49
Raymond James Financial
Florida
$267K +$267K +7,118 New
OAS
50
Optivise Advisory Services
Tennessee
$250K -$34.6K -922 -12%
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