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Inspire Small/Mid Cap Impact ETF
ISMD

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.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more capital invested

Capital invested by funds: $125M → $143M (+$18M)

13% more funds holding

Funds holding: 72 → 81 (+9)

8.46% more ownership

Funds ownership: 63.34% → 71.8% (+8.5%)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
1.07%
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
OneAscent Financial Services
Alabama
+$9.97M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.38M
3
CW
CreativeOne Wealth
Kansas
+$1.36M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.12M
5
IA
Inspire Advisors
Idaho
+$1.04M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$692K
2
PFG
PAX Financial Group
Texas
-$576K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$329K
4
SW
Simplicity Wealth
New Jersey
-$248K
5
FAM
Frontier Asset Management
Wyoming
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$926K -$31.9K -828 -3%
KAS
27
Kestra Advisory Services
Texas
$922K +$331K +8,582 +54%
SFS
28
Sowell Financial Services
Arkansas
$698K +$716K +18,591 New
BAM
29
Belpointe Asset Management
Nevada
$697K -$42.4K -1,100 -6%
FAC
30
Financial Advisory Corporation
Michigan
$667K +$685K +17,773 New
WDL
31
Well Done LLC
Michigan
$654K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$626K +$213K +5,529 +50%
Two Sigma Investments
33
Two Sigma Investments
New York
$615K +$632K +16,400 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$606K +$94.6K +2,454 +18%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$561K +$6.78K +176 +1%
FA
36
Faithward Advisors
Pennsylvania
$558K -$25K -649 -4%
SB
37
Strategic Blueprint
Georgia
$541K -$164K -4,255 -23%
KP
38
Keel Point
Alabama
$538K -$18.7K -485 -3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$524K +$145K +3,756 +37%
SAM
40
Synergy Asset Management
Washington
$439K +$452K +11,734 New
SOS
41
Silver Oak Securities
Tennessee
$398K +$33K +856 +9%
BTI
42
Blue Trust Inc
Georgia
$369K +$379K +9,831 New
Osaic Holdings
43
Osaic Holdings
Arizona
$356K +$81.2K +2,107 +29%
HIS
44
Harvest Investment Services
Illinois
$355K -$8.48K -220 -2%
AAS
45
Avantax Advisory Services
Texas
$317K -$2.43K -63 -0.7%
RWM
46
Revisor Wealth Management
Ohio
$314K -$184K -4,773 -36%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$305K +$5.24K +136 +2%
WMWM
48
Whitaker-Myers Wealth Managers
Ohio
$300K -$27.1K -702 -8%
Raymond James Financial
49
Raymond James Financial
Florida
$267K +$274K +7,118 New
OAS
50
Optivise Advisory Services
Tennessee
$250K -$35.5K -922 -12%
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ISMD Hedge Fund Activity: Q4 2024 in Review

81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2024, worth a combined $143M — up 14% from $125M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ISMD positions and 7 closed out — a net gain of 10 holders — while 25 added to existing stakes and 28 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $9.97M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $692K.

  • 81 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2024, up from 72 in Q3 2024.
  • Funds reported $143M of Inspire Small/Mid Cap Impact ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 17 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2024 and 7 closed out, a net change of +10 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $9.97M added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $692K sold.

Based on aggregated 13F filings for Q4 2024.