Inspire Small/Mid Cap Impact ETF
ISMD
60 hedge funds and large institutions have $109M invested in Inspire Small/Mid Cap Impact ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
7% more funds holding
Funds holding: 56 → 60 (+4)
0.81% more ownership
Funds ownership: 70.36% → 71.18% (+0.81%)
1% less capital invested
Capital invested by funds: $111M → $109M (-$1.54M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$2.32M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$754K |
| 4 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$644K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$543K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
51
Values First Advisors
Gray,
Tennessee
| $9.48K | – | – | – |
|
|
NS
52
NBC Securities
Birmingham,
Alabama
| $9K | +$10.6K | +329 | New |
|
|
WAS
53
Winch Advisory Services
Appleton,
Wisconsin
| $7K | – | – | – |
|
|
AIP
54
Ameritas Investment Partners
Lincoln,
Nebraska
| $5.16K | – | – | – |
|
|
VCM
55
Versant Capital Management
Phoenix,
Arizona
| $2.77K | – | – | – |
|
56
Fidelity Investments
Boston,
Massachusetts
| $2.61K | -$453 | -14 | -14% |
|
|
GI
57
Gradient Investments
Arden Hills,
Minnesota
| $1.03K | – | – | – |
|
58
Morgan Stanley
New York
| $365 | +$162 | +5 | +71% |
|
|
CAS
59
Coppell Advisory Solutions
Coppell,
Texas
| $120 | – | – | – |
|
60
Wells Fargo
San Francisco,
California
| $23 | +$32 | +1 | New |
|
|
DIM
61
Delta Investment Management
San Francisco,
California
| – | -$285K | -8,862 | Closed |
|
|
FA
62
Fiduciary Alliance
Greenville,
South Carolina
| – | -$5.94K | -185 | Closed |
|
ISMD Hedge Fund Activity: Q3 2023 in Review
60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q3 2023, worth a combined $109M — down 1.4% from $111M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ISMD positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was Inspire Advisors, adding an estimated $2.32M. The largest seller was UBS Group, cutting an estimated $1.26M.
- 60 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q3 2023, up from 56 in Q2 2023.
- Funds reported $109M of Inspire Small/Mid Cap Impact ETF stock for Q3 2023, down 1.4% quarter-over-quarter.
- 6 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q3 2023 and 2 closed out, a net change of +4 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q3 2023 was Inspire Advisors, an estimated $2.32M added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q3 2023 was UBS Group, an estimated $1.26M sold.
Based on aggregated 13F filings for Q3 2023.