Inspire Small/Mid Cap Impact ETF
ISMD
51 hedge funds and large institutions have $87.5M invested in Inspire Small/Mid Cap Impact ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
16% more funds holding
Funds holding: 44 → 51 (+7)
14% more capital invested
Capital invested by funds: $76.8M → $87.5M (+$10.7M)
0.76% more ownership
Funds ownership: 72.83% → 73.59% (+0.76%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$816K |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$752K |
| 3 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$682K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$541K |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$359K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$726K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$723K |
| 3 |
KP
Keel Point
Huntsville,
Alabama
|
-$487K |
| 4 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$216K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$179K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $30 | – | – | – |
|
|
52
Citadel Advisors
Miami,
Florida
| – | -$726K | -26,509 | Closed |
|
|
SFS
53
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$723K | -26,300 | Closed |
|
|
ACG
54
Allen Capital Group
Grand Island,
Nebraska
| – | -$216K | -7,875 | Closed |
|
|
HR
55
Howe & Rusling
Rochester,
New York
| – | -$97K | -3,535 | Closed |
|
56
JP Morgan Chase
New York
| – | -$84K | -3,077 | Closed |
|
|
ADL
57
Asset Dedication LLC
San Francisco,
California
| – | -$25K | -920 | Closed |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| – | -$3K | -50 | Closed |
|
|
TCOV
59
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$1K | -43 | Closed |
|
ISMD Hedge Fund Activity: Q4 2022 in Review
51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2022, worth a combined $87.5M — up 14% from $76.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ISMD positions and 8 closed out — a net gain of 7 holders — while 17 added to existing stakes and 14 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $816K. The largest seller was Citadel Advisors, exiting entirely with an estimated $726K sold.
- 51 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2022, up from 44 in Q3 2022.
- Funds reported $87.5M of Inspire Small/Mid Cap Impact ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 15 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2022 and 8 closed out, a net change of +7 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2022 was Jane Street, an estimated $816K added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2022 was Citadel Advisors, an estimated $726K sold.
Based on aggregated 13F filings for Q4 2022.