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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

50 hedge funds and large institutions have $94.8M invested in Inspire Small/Mid Cap Impact ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
6
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$32.2M
2
PFG
2
PAX Financial Group
Texas
$6.79M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.52M
4
MFG
4
Merit Financial Group
Georgia
$339K
5
SFS
5
Sowell Financial Services
Arkansas
$237K

Top Sellers

1
II
1
Inspire Investing
Idaho
$6.9M
2
Jane Street
2
Jane Street
New York
$0
3
LI
3
LVZ Inc
Michigan
$3.34M
4
VFA
4
Values First Advisors
Tennessee
$9.67K
5
FAM
5
Frontier Asset Management
Wyoming
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$20 -$30 -1 Closed
Jane Street
52
Jane Street
New York
– -$821K -27,253 Closed
FAM
53
Frontier Asset Management
Wyoming
– -$208K -6,897 Closed
NA
54
NewEdge Advisors
Louisiana
– -$41 -1,375 Closed
FA
55
Fiduciary Alliance
South Carolina
– -$5.57K -185 Closed
CAS
56
Coppell Advisory Solutions
Texas
– -$120 -4 Closed
CASC
57
Coppell Advisory Solutions Corp
Texas
– -$120 -4 Closed
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