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Inspire Small/Mid Cap Impact ETF
ISMD

79 hedge funds and large institutions have $122M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

1.16% less ownership

Funds ownership: 71.8% → 70.64% (-1.2%)

2% less funds holding

Funds holding: 81 → 79 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $143M → $122M (-$20.8M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
28
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Sowell Financial Services
Arkansas
+$998K
2
Two Sigma Investments
Two Sigma Investments
New York
+$541K
3
CAS
Coppell Advisory Solutions
Texas
+$387K
4
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
+$368K
5
OFS
OneAscent Financial Services
Alabama
+$359K

Top Sellers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
-$4.66M
2
IA
Inspire Advisors
Idaho
-$1.99M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.09M
4
GS
GTS Securities
New York
-$941K
5
HI
Harbour Investments
Wisconsin
-$902K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAC
26
Financial Advisory Corporation
Michigan
$664K +$62.3K +1,693 +10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$653K +$90.1K +2,450 +15%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$649K +$106K +2,887 +18%
Citadel Advisors
29
Citadel Advisors
Florida
$646K -$622K -16,928 -47%
WDL
30
Well Done LLC
Michigan
$591K -$55.2K -1,502 -9%
Osaic Holdings
31
Osaic Holdings
Arizona
$561K +$255K +6,940 +73%
CAS
32
Coppell Advisory Solutions
Texas
$538K +$387K +10,519 +262,975%
RWM
33
Revisor Wealth Management
Ohio
$523K +$254K +6,908 +83%
FA
34
Faithward Advisors
Pennsylvania
$497K -$10.7K -292 -2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$496K +$21.4K +582 +4%
KP
36
Keel Point
Alabama
$489K – – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$455K -$60.2K -1,636 -11%
UCFA
38
United Capital Financial Advisors
Texas
$451K +$254K +6,894 +109%
HIS
39
Harvest Investment Services
Illinois
$432K +$118K +3,202 +34%
KAS
40
Kestra Advisory Services
Texas
$428K -$442K -12,032 -49%
SOS
41
Silver Oak Securities
Tennessee
$358K -$4.96K -135 -1%
SIAP
42
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K +$368K +10,000 New
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$336K +$62.6K +1,703 +21%
BTI
44
Blue Trust Inc
Georgia
$335K – – –
SB
45
Strategic Blueprint
Georgia
$324K -$182K -4,936 -34%
AAS
46
Avantax Advisory Services
Texas
$320K +$34.5K +939 +11%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$284K +$306K +8,318 New
WMWM
48
Whitaker-Myers Wealth Managers
Ohio
$263K -$10.9K -297 -4%
FG
49
Fairman Group
Pennsylvania
$249K – – –
OAS
50
Optivise Advisory Services
Tennessee
$244K +$17.8K +483 +7%
1
2
3 4

ISMD Hedge Fund Activity: Q1 2025 in Review

79 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q1 2025, worth a combined $122M — down 15% from $143M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ISMD and 6 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 28 added.

The largest buyer was Sowell Financial Services, adding an estimated $998K. The largest seller was CreativeOne Wealth, cutting an estimated $4.66M.

  • 79 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q1 2025, down from 81 in Q4 2024.
  • Funds reported $122M of Inspire Small/Mid Cap Impact ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 6 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q1 2025 and 7 closed out, a net change of -1 holder.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q1 2025 was Sowell Financial Services, an estimated $998K added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q1 2025 was CreativeOne Wealth, an estimated $4.66M sold.

Based on aggregated 13F filings for Q1 2025.